We assist and advise you as an independent partner

Wealth management

Our principles: diversification and long-term investment discipline. We don’t take on any risks we don’t understand.

Family office services

As a multi-family office, Helvetic Trust helps families, foundations and institutional organisations with asset structuring.

Asset management

We have developed in-house models that are based on fundamental economic and company data.

Private equity

Helvetic Trust works with experienced specialists and can process transactions without involving financial institutions.

Real estate

The focus is always on optimal balance between returns and value retention.

News 03.10.2024

Longevity event in Zurich

On 2 October 2024, we welcomed 40 guests to our exclusive longevity event in Zurich. The afternoon was devoted to the latest scientific findings and innovative approaches for a long and healthy life – a topic that concerns us all.

News 02.09.2024

New addition at the Bern location

Today, Mr Fabio Mezzasalma is joining Helvetic Trust AG as Account Manager. We would like to extend a warm welcome to Fabio Mezzasalma and look forward to working with him.

News 26.08.2024

New M&A team member

Mr Jonathan Berhe joined Helvetic Trust AG as an M&A Analyst in mid-August 2024. We would like to extend a warm welcome to Jonathan Berhe and look forward to working with him.

Helvetic Trust Dienstleistungen Immobilien Immobilien Management Zuerich

News 13.02.2024

Exploring listed companies 2024

This year we are once again giving our clients the opportunity to take part in exclusive quarterly company presentations by listed companies.

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News 23.11.2023

M&A transaction

Helvetic Trust advised a minority investor on the takeover of a global leader of industrial plastic hose manufacturing.

Helvetic Trusr Aktuelles Ki Event Im Widenmoos

News 15.11.2023

AI event in Widenmoos

We welcomed around 160 guests at an exciting AI event on 10 November 2023.

News 01.04.2023

FINMA independent asset manager licence

Helvetic Trust AG was recognised as an independent asset manager by the Swiss Financial Market Supervisory Authority FINMA in March 2023.

News 15.08.2022

Helvetic Trust increases holding in boutique firm

Zurich asset manager Helvetic Trust is increasing its involvement through a boutique investment bank firm with European clients.

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Publications 10.11.2023

Reshoring 2.0 – The next wave

Our assessment of how investors can position themselves in times of reshoring.

Portrait

Helvetic Trust is a legally and financially independent, owner-managed company that specialises in the areas of wealth management, family office services, asset management, private equity and real estate.

Are you interested in our services? Do you have questions?

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