HÉRENS PARTNERS is a leader in ‘Total Wealth’ analytics, leveraging creative insight to optimally position portfolios of financial and real assets to risk realities and distinctive investment goals.
We pursue a unique and market leading risk-driven approach in order to deliver increased safety, enhanced transparency and sustainable performance by:
We help our clients to gain insight into their total wealth and optimize it in line with their investment objectives. Our holistic advice covers the entire value chain of the investment lifecycle, and incorporates the total wealth at each step in the advisory process. We work very closely with every client and family to ensure that joint decisions are taken to protect and create wealth.
We understand that every client situation is unique and therefore demands a unique solution. Our investment products are tailored towards achieving outstanding performance in niche sectors. We apply a fundamentally sound and quantitatively robust investment process that provides our asset managers and investment advisors with a clear and consistent basis to act upon. Hérens Partners provides its own investment products offering exposure to the luxury good sector, fixed-income substitutes, and private markets.
Wealth preservation and creation go hand in hand. We facilitate these endeavours by delivering safety, transparency and sustainable performance, with a client centric approach.
Hérens Partners is embedded in the history and legacy of successful families, in many cases, up to their third generation.
Our clients range from successful and demanding private individuals to wealthy families to institutional investors who seek investment mandates to outsourced asset management solutions.
OUR VALUES & PRINCIPLES
We apply discipline and rigor while assessing opportunities and risks and ensure logical validity and accuracy.
A persistent engagement with our clients is essential to discover their unique yet dynamic needs, preferences, restrictions, and affinities.
OUR PRODUCT AND SERVICE SHELF
We blend traditional advice with sophisticated technology to deliver state-of-the-art Asset & Investment management, Family Office Services, and Exclusive Private Market Access to our clients
The information, opinions or reports contained, available or published on the Site are for informational purposes and do not constitute (and must not be construed as) a solicitation, an offer to buy, or a recommendation (1) to buy or sell any securities, financial instrument or investment advice, or (2) to effect any transactions, or to conclude any legal act of any kind whatsoever or (3) of any advice or recommendation in respect of such securities or financial instruments. Unless specifically stated otherwise, all price information is indicative only. Hérens Partners does not offer tax or legal advice nor engage in its own name and financial resources in the setting up or administration of trusts, private investment companies or similar structures for clients. Hérens Partners can introduce clients to its partner network of specialised lawyers and accountants for all such activities, wherein an independent contractual agreement may have to be established. All intellectual property rights (including, without limitation, copyright, database rights, design rights, patents and trademarks) in the content of the Site are owned by or licensed to us unless otherwise stated. Hérens Partners, or the applicable third party owner, retains all rights, titles and interests (including copyrights, trademarks, patents, as well as any other intellectual property or other right) in all information and content (including all text, data, graphics and logos) on the Site.
© 2016 HÉRENS PARTNERS\ www.herenspartners.com