No financial or operational ties to property managers, banks, REITs or third-party funds. This allows us to provide neutral and objective recommendations to our clients.
02
360° Approach
Six service lines under one roof, mobilised in parallel for a single client. The synergy between our departments meets every type of need.
03
Institutional Standard
Our business is serving decision-making bodies: foundation boards, investment committees, oversight bodies. Our deliverables, methods and pace are calibrated to their requirements.
The 360° approach in action
One team, one vision, six disciplines.
Our six service lines work in parallel to deliver a 360° approach for our clients.
Highlighted service
Hover over a vertex
The hexagon illustrates the six service lines and their real-world interactions.
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Asset Management
CHF 2.2Bn+ AuM, strategy, execution, reporting.
Project Management
15 active projects.
Transactions
CHF 1.5Bn+ transacted.
Commercial Leasing
Central Geneva.
Valuation
CHF 3Bn+ valued, RICS Red Book.
Structuring
Foundations, club deals, bespoke.
Our ESG commitment
A two-level ESG integration.
Integrating environmental, social and governance criteria is paramount in our practice. It operates at two levels: what we apply to our clients, and what we apply to our own firm.
Environmental
For our clients
Within Helvetadvisors
Implementation of an energy monitoring tool across client portfolios
Investment plan and works monitoring to improve energy performance
Regular reporting on the energy trajectory of portfolios
Minergie Partner, with Minergie-A/P/ECO, Minergie-Quartier and SNBS accreditations
PRI Signatory (Principles for Responsible Investment)
Paperless policy
Soft mobility prioritised, fewer car trips
Vigilance against energy waste
Social
Investment in rent-controlled buildings on behalf of our clients
Fair market-level rent recommendations, never abusive
Sustained renovation and maintenance of apartments
Careful attention to safety standards, disabled access, comfort (light, ventilation)
Dynamic work environment (open space, FELFEL, etc.)
Remote-work flexibility
Calm atmosphere and teamwork
Governance
Drafting ESG charters for our clients
Communication guidance on energy performance
Setting up clear and transparent organisational and decision-making structures
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