Wealth management Our principles: diversification and long-term investment discipline. We don’t take on any risks we don’t understand. Details Learn more about the Service Wealth management.
Family office services As a multi-family office, Helvetic Trust helps families, foundations and institutional organisations with asset structuring. Details Learn more about the Service Family office services.
Asset management We have developed in-house models that are based on fundamental economic and company data. Details Learn more about the Service Asset management.
Private equity Helvetic Trust works with experienced specialists and can process transactions without involving financial institutions. Details Learn more about the Service Private equity.
Real estate The focus is always on optimal balance between returns and value retention. Details Learn more about the Service Real estate.
News 13.02.2024 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. Learn more about Exploring listed companies 2024
News 23.11.2023 M&A transaction Helvetic Trust advised a minority investor on the takeover of a global leader of industrial plastic hose manufacturing. Learn more about M&A transaction
News 15.11.2023 AI event in Widenmoos We welcomed around 160 guests at an exciting AI event on 10 November 2023. Learn more about AI event in Widenmoos