InnovaforteBanking & Finance
PROTOTYPE

Helvetia Regional Bank (synthetic) — Synthetic demonstration data — no real customer information. All figures are generated for demonstration purposes.

Investments

Allocation and performance across the synthetic investment book.

Assets under management

CHF 536.88m

Holdings

1'491

Weighted YTD performance

4.0%

Asset allocation

Largest portfolios

ClientPortfolio value
Säntis Systems AGCHF 10.00m
Rhein Systems AGCHF 9.99m
Limmat Logistics Holding AGCHF 9.96m
Gotthard Consulting AGCHF 8.02m
Jura Precision SACHF 7.42m
Jonas KellerCHF 7.21m
Rahel BergerCHF 6.80m
Alpine Consulting SACHF 6.19m
Gotthard Systems Holding AGCHF 6.16m
Katharina MoserCHF 5.78m
Zoé HoferCHF 5.75m
Alpine Logistics SACHF 5.42m
Tanja BrunnerCHF 5.01m
Elena SuterCHF 4.91m
Beat JacquierCHF 4.88m
Gabriela PerretCHF 4.83m
Nadine BrunnerCHF 4.72m
Rahel BergerCHF 4.61m
Sandra KüngCHF 4.59m
Rhein Consulting AGCHF 4.47m
Fabian SchmidCHF 4.47m
Werner MartiCHF 4.44m
Nicolas KellerCHF 4.37m
Zoé RothCHF 4.08m
Nadine DuboisCHF 4.00m