Accreditations & affiliations, Helvetadvisors

Professional accreditations

Seven labels, bodies and charters.

Royal Institution of Chartered Surveyors

RICS Regulated Firm

Helvetadvisors SA is a firm regulated by RICS. Compliance with RICS rules of practice and conduct, with annual oversight.

RICS Valuation Standards

RICS Registered Valuer

Lucie Esquerré is MRICS and Registered Valuer. Valuation methods compliant with the Red Book, internationally recognised.

Swiss Financial Market Supervisory Authority

FINMA

Helvetadvisors SA is FINMA-licensed as an asset manager. Authorised to act on regulated vehicles.

Principles for Responsible Investment

PRI Signatory

Signatory of the UN Principles for Responsible Investment. Annual reporting on the integration of ESG criteria.

Swiss building energy standard

Minergie Partner

Specialised Minergie partner. First accredited project management firm in the canton of Geneva. Minergie-A/P/ECO and Minergie-Quartier qualifications.

Standard Nachhaltiges Bauen Schweiz

SNBS Qualifications

SNBS-Buildings and SNBS-Districts qualifications. The Swiss standard for sustainable construction.

Swiss Association of Pension Institutions

ASIP Charter

Adherence to the ASIP charter on ethics, loyalty, integrity and conflicts of interest management.

Accounting & valuation standards

International normative frameworks.

Valuations compliant with IFRS, IAS and Swiss GAAP
IVS (International Valuation Standards)
RICS Red Book standards: methodology and professional ethics in real estate valuation

Commitments

Privacy, ESG, confidentiality.

nLPD, data protection compliant with the new Swiss Federal Act on Data Protection
ESG, systematic integration of criteria into asset management (see Philosophy)
Confidentiality, institutional and private clients handled under strict protocols

Accreditations& affiliations