Complementa Ltd. is a leading service-provider for performance reporting, accounting, investment controlling, as well as investment consulting, whereby Helvetia Investment Foundation benefits from services including securities accounting and keeping of the Foundation accounts.
Founded in 2007 as OROX Asset Management, Edmond de Rothschild REIM (Suisse) SA offers a full range of real estate services. From its headquarters in Geneva, it benefits from an excellent network throughout French-speaking Switzerland. Its in-depth knowledge of the local markets, combined with an active management approach, enables it to bring real added value to investors. A non-banking subsidiary of Edmond de Rothschild (Suisse) SA since 2014, Edmond de Rothschild REIM (Suisse) SA has been part of the Edmond de Rothschild Group's European real estate platform, Edmond de Rothschild Real Estate Investment Management (Edmond de Rothschild REIM), since March 2020.
Finovo enables institutional investors to invest directly in mortgages and is the leading management partner in the mortgage business for pension funds, insurance companies and investment foundations in Switzerland. With its specially developed IT platform, the company FinTech offers everything to do with mortgage servicing, with the focus on the efficient management of mortgages. Finovo was founded in 2016 and has been a wholly owned subsidiary of MoneyPark Ltd since the beginning of 2018. Finovo manages a mortgage volume of over 6 billion Swiss francs and is experiencing rapid growth.
MoneyPark, the leading modern mortgage broker in Switzerland dedicated to offering maximum transparency, the widest selection and the best interest rates. Over 100,000 customers have made the choice to stay independent, transparent and contributed to naming MoneyPark the number one mortgage and real estate expert in Switzerland. MoneyPark offers mortgage and pension solutions from more than 100 partners, including banks, insurance companies and pension funds. Advice is provided either in one of the more than 25 branches or by telephone. Since July 2017, MoneyPark has included DL, the leading mortgage provider in Western Switzerland. In addition, the wholly-owned subsidiary finovo AG offers institutional investors an all-round solution comprising high-performance sales and efficient portfolio management.
Vescore, an independently managed boutique of Vontobel Asset Management has a long legacy of market-leading innovation in the field of quantitative investments. Vescore and its people are well known for research-intensive investment solutions with a sound academic foundation.
Zürcher Kantonalbank is a leading universal bank in the Greater Zurich Area, with national roots and international reach. It is an independent public-law institution of the Canton of Zurich and has received top ratings from the rating agencies Standard & Poor's, Moody's and Fitch (AAA or Aaa). With more than 5,000 employees, Zürcher Kantonalbank offers its clients a comprehensive range of products and services. The bank's core activities include financing businesses, asset and wealth management, trading, capital market transactions, deposits, payment transactions and card business. Zürcher Kantonalbank provides customers and distribution partners with a comprehensive range of investment and retirement provision products and services.
Proven specialists develop high-quality investment and pension solutions for private investors, companies and institutions under the Swisscanto Invest by Zürcher Kantonalbank brand. With its Swisscanto Invest by Zürcher Kantonalbank brand, the Zürcher Kantonalbank Group is one of the largest fund providers in Switzerland. It is known for its vanguard role in sustainable investments and its funds regularly achieve national and international recognition.