Wealth Management 2017-07-07T11:32:26+00:00

Wealth Management Services

Your assets are held in a custodian bank account in your name. We manage them on your behalf. We do not have the right to transfer out or withdraw capital from the account.

We work with a few carefully selected custodian banks; however, we also encourage continued relationships with your preferred banks.

Blue Harvest does not receive any compensation from the banks it works with, ensuring that its working relationship is free of conflict of interest.

We work on building long-term relationships. Therefore, multi generational planning forms an integral part of our wealth management strategy.

Why Blue Harvest?

We want to be your long-term investment advisor. We are convinced that higher returns are achieved by following proper investment discipline, rather than engaging in stock picking and market timing.
Blue Harvest is 100% privately owned: Our independence guarantees discretion, flexibility and efficiency.
As a member of the Swiss Association of Asset Managers (SAAM), Blue Harvest is subject to the “SAAM Code of Ethics and Professional Conduct”, which sets the standard for professional and high-quality asset management in Switzerland, approved by the FINMA (Swiss Financial Market Supervisory Authority).

UN PRI

More information : www.unpri.org

Blue Harvest S.A. is a signatory of the United Nations – Principles for Responsible Investment (UN PRI) and it follows the 6 principles:

  1. We will incorporate ESG(*) issues into investment analysis and decision-making processes.
  2. We will be active owners and incorporate ESG issues into our ownership policies and practices.
  3. We will seek appropriate disclosure on ESG issues by the entities in which we invest.
  4. We will promote acceptance and implementation of the Principles within the investment industry.
  5. We will work together to enhance our effectiveness in implementing the Principles.
  6. We will each report on our activities and progress towards implementing the Principles.

(* ESG = Environmental, Sustainability & Governance)

Blue Harvest S.A. specifically applies the 5 guidelines set by UN PRI for responsible investment in farmland:

  1. Promote environmental sustainability.
  2. Respect labour and human rights.
  3. Respect existing land and resource rights.
  4. Uphold high business and ethical standards.
  5. Report on activities and progress towards implementing the Principles.

SAAM

More information : www.vsv-asg.ch/en/home

Blue Harvest S.A. is a member of the Swiss Association of Asset Managers (SAAM) and subject to the SAAM Code of Ethics and Professional Conduct, which sets the standard for professional and high-quality asset management in Switzerland, approved by the FINMA (Swiss Financial Market Supervisory Authority).

Sustainable Finance Geneva

More information : www.sfgeneva.org

SFG is an association that establishes Geneva as the center for innovation in sustainable finance by engaging individuals and harnessing collective intelligence.
Created in 2008 by fifteen professionals, SFG now leads the way from Geneva, as the key global platform for sustainable finance. It not only enables an ongoing dialogue between all local organizations and individuals, it also promotes Geneva’s financial Center. Major projects have been successfully completed over the last years, thanks to the strength of its ever-growing network and the remarkable commitment of its members.

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Investment Advisory Services

It is only when we understand what your goals are that we can help you achieve them. Our Advisory Services start with a discovery session wherein we listen to your plans, needs and thoughts.

We listen while you talk; we do not throw lots of fancy industry jargon at you to impress you. We impress you by actually taking into account your real needs: that house-purchase you have been planning, the college tuition that is five years away but should be planned for now, or, most importantly, your retirement.

Together, we will structure your portfolio – although the final decision on any investment remains with you. We constantly monitor the assets and provide as much or little feedback as you request.

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Discretionary Asset Management

Your needs are still the focus, but you may have less time or interest in the investment process. After the discovery session where we thoroughly gauge your investment needs and horizon, you mandate us to manage your assets on your behalf. You set the risk level you feel comfortable with and we will do the rest.

You are not required to be involved in any decisions, though you may contact us to discuss changes in your situation or to see where you stand.

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Family Office Services

Families with significant assets have specific needs and requirements. Managing assets on a bank account is, relatively speaking, the easy part. Consolidating your other assets such as real estate, artwork, or classic car collections into an understandable format is a greater challenge. Blue Harvest will work with you to achieve an overview of what you own and facilitate multi generational wealth and succession planning. After all, if you have achieved financial success preserving it throughout generations is likely to be a concern of yours.

Let Blue Harvest help you strengthen your family mission and legacy, promote non-financial family goals and help determine younger family members’ education programs.

Significant wealth can be a blessing and a curse. Thorough planning can help keep your family united through good times and bad.

Let Blue Harvest be your financial and behavioural investment counsellor.

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