Wealth management Our principles: diversification and long-term investment discipline. We don’t take on any risks we don’t understand. Details Find out more about our service: Wealth management
Family office services As a multi-family office, Helvetic Trust helps families, foundations and institutional organisations with asset structuring. Details Find out more about our service: Family office services
Asset management We have developed in-house models that are based on fundamental economic and company data. Details Find out more about our service: Asset management
Private equity With our private equity services, we provide targeted support in identifying, evaluating, and financing investment opportunities in the private market. Details Find out more about our service: Private equity
