Helvetic Investments successfully implemented e-AMIS for its Wealth and Family Office business

Wednesday 25.04.2018

Helvetic Investments, a Singapore-based Independent Wealth Manager (IWM) has decided to rely on Profidata’s e-AMIS, the intuitive solution for IWM and Family Offices to support its ambitious business growth plans in the region. Peter Stilli, Chief Executive Officer for Helvetic Investments, did comment on his decision, “With this new platform we are clearly committed to further enhance our aspiration for excellence and care towards clients. It will also ensure efficiency and flexibility to support future growth.” 

Peter Stilli continues, “Next to the investment management features, we are especially convinced by the strong reporting capabilities, the first level support on the ground and the entrepreneurial price model. Now, several months following our decision to partner with Profidata, I can say that we did enjoy the excellent working relationship with the local and Swiss experts of Profidata during the rather short implementation phase. The fact that the project was delivered smoothly and successfully has proven that in e-AMIS and Profidata we have found the right solution and the right business partner.

Frank Jenner, Management Board member of Profidata in Zurich and Regional Director Asia Pacific, says, “We at Profidata Singapore and Zurich are delighted that e-AMIS with its broad functionality and high degree of parametrization, meets the sophisticated needs of Helvetic Investments. As we have intensified our efforts to serve wealth managers and family offices in the Asia-Pacific region, we are pleased to have won the confidence and trust of Helvetic Investments, thereby adding another well respected asset manager to our constantly growing Singapore-based clientele.

Helvetic Investments Pte Ltd

Helvetic Investments was incorporated in 2009 as a private limited company and has been issued a capital markets services licence by the Monetary Authority of Singapore to carry out business as an independent fund manager.

The company provides wealth management services to optimize the client’s strategic asset allocation in line with the risk limits. The services include family office services, consolidation of assets, manager selection and custodian selection. Helvetic Investments is an independent fund manager that provides individual investment solutions as well as independent advice without any in-house product or third-party product bias.


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