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.
