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.

New addition to the Bern team
Urs Frutig has been a new Senior Partner at Helvetic Trust AG in Bern since at the beginning of November 2015. We welcome Urs Frutig most warmly to Helvetic Trust and are looking forward to a stimulating and successful cooperation.

New arrival at Zurich head office
Ms Virginia Neumayr joined our team as Senior Partner at the beginning of September 2015. It gives us great pleasure to welcome Ms Neumayr into our ranks.

New Senior Partner
Marina Vujevic was appointed senior partner in July 2015. She has been working for a considerable period at Helvetic Trust in Zurich and shares responsibility for the performance of the Abalone Dynamic Trend Allocation Fund.
We warmly welcome Marina Vujevic to the circle of our owner-managed company.
Artikel lesen
«Emphasising Swissness and independence»
Portrait of Helvetic Trust in Finanz und Wirtschaft dated 25 April 2015.

«The best money managers»
Helvetic Trust among the top performers in international performance benchmark for the fifth time in a row. Learn how our long-term strategy for success works.

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».
30 September 2015
20 May 2015
Buy in May
18 March 2015
Positive until autumn
Earlier publications Earlier publications

Additional articles covering current issues in the financial and economic press.
Last update 30.10.2015