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.
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Additions to the board of directors
In March 2023, Ms Ursula Egli and Mr Simon Koenig were elected to Helvetic Trust AG’s board of directors. We would like to extend a warm welcome to them both and look forward to the work ahead of us.
Pre-IPO private placement
ABB e-mobility, a global leader in electric vehicle (EV) charging solutions, has signed a pre-IPO private placement. Helvetic Trust assisted the Moyreal family office on its way to this private placement.
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.
New additions to the Bern team
Senior partners Roger Eichenberger and Leandra Oertig and account manager Lars Sommer have been assets to our team in Bern since July 2022. We would like to extend a warm welcome to all three and look forward to working together in the future.
ESG analyst (CESGA) certification
Helvetic Trust has had additional in-house expertise in sustainable investment processes since spring 2022.
Asset manager rating 2022
Best-ranked Swiss asset manager over 12 months in the ‘Balanced’ risk class.