Our Purpose
Holland Parc is an independently managed wealth management consultancy that has been partnering with multi-generational families, business owners and trustees since 2020.
Founded on decades of experience Holland Parc was set up with the aim to make a fundamental difference for clients in an environment that puts their interests first.
our proposition to you
- WE ENABLE WEALTH
PRESERVATION, GROWTH
AND CONTINUITY.
- WE DON’T JUST TAKE ON
CLIENTS, WE TAKE ON
RESPONSIBILITY.
EXCLUSIVE.
SHARP.
- COMMITTED.
Our work on behalf of our clients is wide-ranging but in essence comes down to navigating complexity, delivering simplicity, and helping people fulfill their life goals.
What we can do for you
Holland Parc is a solid and reliable partner on your wealth journey.
Through our knowledge, experience and resources we are able to significantly increase your investment power, achieve efficient management of your wealth and produce superior investment outcomes.
By conducting a comprehensive analysis of your existing portfolio as a first step, Holland Parc is in a position to determine which assets are performing well and which ones may require increased attention.
We take into account factors such as historical performance, risk assessment, and market developments to provide an accurate snapshot of your overall investment health.
Checking your portfolio
health
Hidden or excessive bank and transaction charges can quickly erode the value of your investment. Holland Parc looks for custodian and investment relationships that offer transparent pricing and competitive fees.
Our institutional background and asset base allow us to determine if client fees are excessive, compare current fee structures with industry benchmarks and negotiate your fee set-up without compromising quality.
Optimising your fee
structure
When it comes to safeguarding your assets, selecting the right custodian bank(s) across multiple locations (e.g. Switzerland, the UK, Germany, Singapore, Hong Kong, UAE ) is a decision that requires careful consideration and due diligence.
By evaluating key factors such as reputation, financial stability, and security measures, Holland Parc can help clients make informed choices that align with their needs and goals.
Safeguarding your assets
Achieving superior investment performance requires a comprehensive and disciplined approach. From establishing clear investment goals and understanding risk tolerance to implementing a long-term investment strategy and monitoring client portfolios, each step plays a crucial role.
Our common sense and discipline help our clients ride out short-term market fluctuations and benefit from the compounding effect of growth over time. Furthermore, Holland Parc leads with expertise and experience the family’s investment committee workings and decision making.
Delivering superior
investment outcomes
Given the complexities families and trusts face in maintaining and controlling up-to-date information on their overall assets, having proper tools in place is no longer a choice but a necessity.
Holland Parc is able to deliver a consolidated asset overview in a clear and simple format, tailor made to each client needs and can include one or several bank accounts, financial assets, real estate, art or any other asset class. The reports help track risk-adjusted performance, facilitate cash flow analysis (esp. with private markets), monitor and control costs and can be used as a tool for planning and budgeting.
Reporting & Consolidation
Manager selection is especially critical when allocating to private markets and hedge funds as there is a large degree of variability of returns between the top and bottom quartile funds.
This dynamic is much more apparent in private versus public market funds. We do not rely on buy-lists. Instead, we are in a position to deliver targeted and customised solutions that align with your investment strategy and objectives.
Manager selection
wealth
management
Meet The founding team
What we can do for you
Holland Parc is a steady hand for complex matters. We coordinate the moving pieces and deliver simplicity, helping you build a meaningful legacy.
Multi-generational financial education
Experience shows us that financial knowledge is the foundation of prudent financial decision-making. As part of our work together, you can expect financial education that meets the needs of your next generation wherever they are in their financial journey.
Philantropic planning
Philanthropy is a powerful way for families to pass along their shared beliefs and values. It can also provide unique opportunities for family members to spend quality time together, collaborate and learn more about one another.
Advanced financial planning
We seek to coordinate the core pieces of your financial life: your cash flow needs, your liquidity constraints, tax strategy, insurance solutions and estate plan in support of your family’s broader objectives.
family
services
Every client is unique and being a good listener and agile decision maker is crucial in my role.
Rositsa Shivacheva Founding Partner
Wealth management is about taking time to know our clients, to understand and protect their legacies and align ourselves with their ambitions.
Oliver Kreutzer Founding Partner
Meet the founding team
Holland Parc’s founding partners - Rositsa and Oliver – are a proven team and look back on more than 35 years of combined experience in private banking, wealth and asset management.
Oliver brings profound experience in engaging with families, their trustees and lawyers on generational wealth transition. He is passionate about building lasting client relationships and in preserving and growing clients’ family wealth. Before setting up Holland Parc in 2020, Oliver served as Executive Director for a large multi-family office in Zug. He looks back on more than ten years with HSBC Private Bank in Zurich and Gstaad where he gained and expanded long-term client relationships in the upscale segment. Oliver’s high level of persuasiveness and ability to recognize client needs and act in a solution-oriented manner make him a valuable sparring partner to any client relationship. Oliver started his professional career in human resources and financial reporting which underpin his attention to detail in handling complex family and company structures. Oliver holds a BSc in Business Administration with specialisation in banking, finance and taxation.
Rositsa has a deep understanding of global financial markets and has navigated periods of volatility like the hyperinflation in emerging economies (1997), the Dot-com bubble (2000), the Great Financial Crisis (2008), the European Debt Crisis (2012) and most recently, the Covid pandemic (2020). Before founding Holland Parc, she headed the wealth management practice for a large multi-family office. During her ten-year tenure with HSBC Private Bank prior, she led the bank’s investment advisory activities for Europe & international division from Zurich, as well as managed the sales and global product offering for discretionary mandates out of Geneva. Rositsa has worked and lived internationally, and understands the intricacies of cross-cultural communication. She started her professional consulting career in the M&A division of KPMG and gained institutional asset management experience at BNP Paribas in Frankfurt. Rositsa is an MBA graduate with distinction from the Erasmus University of Rotterdam, the Netherlands. She has completed post-graduate courses in strategic management & banking at the University of St. Gallen, Switzerland and holds a specialisation in Private Markets from the Said Business School at the University of Oxford in the UK.
Holland Parc AG
Bellevueplatz 5 8001 Zurich Switzerland
contact@hollandparc.ch
Contact us