Wealth management Our principles: diversification and long-term investment discipline. We don’t take on any risks we don’t understand. Details Find out more about our service: Wealth management
Family office services As a multi-family office, Helvetic Trust helps families, foundations and institutional organisations with asset structuring. Details Find out more about our service: Family office services
Asset management We have developed in-house models that are based on fundamental economic and company data. Details Find out more about our service: Asset management
Private equity Helvetic Trust works with experienced specialists and can process transactions without involving financial institutions. Details Find out more about our service: Private equity
Real estate The focus is always on optimal balance between returns and value retention. Details Find out more about our service: Real estate