HERCULIS GROUP is a Wealth Management & Alternative Investment Boutique, which was established in 2009 by group of Swiss partners for bringing new added value to the Wealth Owners (HNWIs, Family Offices, Charities and Endowments) through responsible business approach in Wealth & Asset Management and Alternative Investments industry taking into account principles of ethics, transparency and performance.
HERCULIS GROUP consists of three pillars: HERCULIS PARTNERS SA – Wealth Management & Alternative Investments (regulated by FINMA); HERCULIS FIDUCIARIES AG – Fiduciary & Accounting Services (regulated by AOOS); HERCULIS GUARDIANS SA – anonymous safe boxes and vaults.
HERCULIS GROUP companies have offices in Zurich, Geneva and Porrentruy (40 minutes from Basel).
HERCULIS GROUP sees his main task in helping the Wealth Owners
- to increase Wealth through VC & PE Investments and M&A deals,
- to preserve and multiply Wealth through passive and active operations on Global Securities Markets,
- to protect Wealth from states, creditors and raiders and pass it on successors,
- to distribute Wealth on environmental and society needs according to customers altruistic ideals and values.
- the HERCULIS GROUP investment management performance is measured by adequate hurdle rate for each customer mandate and investment.
- the transparency gives the Wealth Owners direct access to Herculis Group commissions and retrocession fees.
- the corporate culture of Herculis Group is based on the ethical principles of doing business.