Expansion of the Polish Client Advisory Team
Since February 2025, Julia Ochalek has been with Helvetic Trust, strengthening our advisory team for Polish clients. We warmly welcome Julia Ochalek and look forward to working together.
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Company presentations 2025
This year, we are once again giving our clients the opportunity to take part in exclusive quarterly company presentations by listed companies.
Benno Arnold appointed new CIO of Helvetic Trust
Helvetic Trust is pleased to announce the appointment of Benno Arnold as its new Chief Investment Officer (CIO). We would like to extend a warm welcome to Mr Arnold and look forward to working with him.
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.
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.
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.
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.
M&A transaction
Helvetic Trust advised a minority investor on the takeover of a global leader of industrial plastic hose manufacturing.
AI event in Widenmoos
We welcomed around 160 guests at an exciting AI event on 10 November 2023.
Reshoring 2.0 – The next wave
Our assessment of how investors can position themselves in times of reshoring.
A new asset at the Zurich headquarters
Mr Michel Tröhler took over responsibility for risk management at Helvetic Trust AG at the start of June 2023. We would like to extend a warm welcome to Michel Tröhler and look forward to working with him.
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.