Specializes in portfolio and wealth management, structuring and executing M&A transactions, and alternative investments. The company is regulated by FINMA
Based in Switzerland with offices in Porrentruy and Geneva, the company provides comprehensive wealth management services including discretionary mandates, investment advisory, portfolio construction, and corporate advisory services for high-net-worth individuals and institutional clients.
The firm offers flexible investment solutions tailored to client needs:
Herculis Partners employs a sophisticated 8-step investment process encompassing client profiling, ESG integration, macro analysis, strategic and tactical asset allocation, portfolio construction, and continuous risk management. The company emphasizes responsible investing principles, offering clients the ability to integrate environmental, social, and governance considerations into their portfolios while maintaining a focus on cost-efficient, diversified investment strategies designed to preserve and grow wealth across market conditions.
