⚹⚹⚹ Current information ⚹⚹⚹

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, Venture Investments and Real Estate.

Last update 22.05.2020
Risks Involved in Trading Financial Instruments

Since 1 January 2020, independent asset managers have also been subject to an extended duty to provide information to their clients. The new requirements, which are summarised in the brochure «Risks Involved in Trading Financial Instruments», are decisive.
Further information
Reinforcement at the Head Office in Zurich

Mr Remy Schraner, Senior Partner and Investment Manager, joined Helvetic Trust AG at the beginning of October 2019.
We warmly welcome Remy Schraner and look forward to a successful cooperation.
New Senior Partner in Zurich

Mr Stephan Konrad became a member of our team as Senior Partner at the beginning of April 2019. We warmly welcome Mr Konrad to the circle of our owner-managed company.
Mixed Funds – the manager makes the difference

A mixed fund manager is comparable to a football trainer, says Kay Fischer in an interview with Fondstrends dated 29 January 2018.
«Doing the right things»

Portrait of the Helvetic Trust Family Office in the supplement «Millionär» of the Handelszeitung of November 30, 2017.
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.
«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

Reporting about the current stock market situation in «Finanz und Wirtschaft».

20 May 2020 Health, technology

11 March 2020 Industry, consumption

8 January 2020 Quality

6 November 2019 Goldilocks

4 September 2019 Cyclical Sectors

Last update 22.05.2020