Helvetic Trust was founded in 2001 and is a legally and financially independent, owner-managed company.
We position ourselves as a financial services provider that thinks and acts for the long term, with particular strengths in the fields of Wealth Management, Asset Management, Family Office Services, Real Estate and Precious Metal Trading.

Helvetic Trust manager's secret for calming nervy Swiss equity investors
Interview with Kaspar Grob in Citywire on July 4th 2017

New addition to the Bern team
Ruth Fischer has been a new Senior Partner at Helvetic Trust AG in Bern since March 2017. We welcome Mrs Fischer most warmly to Helvetic Trust and are looking forward to a successful cooperation.

New Senior Partner in Zurich
Mr Markus Hollmen became a member of our team as Senior Partner at the beginning of the year 2017. We warmly welcome Mr Hollmén to the circle of our owner-managed company.

New arrival at Zurich head office
Piotr Kulikowski joined our team as Senior Partner at the beginning of 2017. It gives us great pleasure to welcome Mr Kulikowski into our ranks.

Helvetic Trust is a founding member of «Alliance of Swiss Wealth Managers»
Leading independent wealth managers increasingly want to exchange information. Read the press release from 11 May 2016.

«Strategies with flair»
Helvetic Trust again wins top rating in international performance comparison.

Authorisation to manage assets in an occupational pension scheme
Helvetic Trust has obtained authorisation to manage assets in an occupational pension scheme

Market commentary
Monthly reporting about the current stock market situation in «Finanz und Wirtschaft».
12 July 2017
Financial securities
10 May 2017
Too expensive? No
8 March 2017
Remain invested
Earlier publications Earlier publications

Additional articles covering current issues in the financial and economic press.
Last update 20.07.2017