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, Venture Investments and Real Estate.

Last update 24.05.2023

Finma authorisation as an independent asset manager

Helvetic Trust AG was recognised as an independent asset manager by the Swiss Financial Market Supervisory Authority FINMA in March 2023.

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Market commentary

Reporting about the current stock market situation in «Finanz und Wirtschaft».

24 May 2023 Goldilocks

15 March 2023 Fed rate decision

11 January 2023 Quality stocks

2 November 2022 Bottoming out

24 August 2022 Summer rally

Last update 24.05.2023

Expansion of the Board of Directors

In March 2023, Ms Ursula Egli and Mr Simon Koenig were elected to the Board of Directors of Helvetic Trust.
We extend a warm welcome to both of them and look forward to the tasks ahead.

Pre-listing private placement

ABB e-mobility, a leading global provider of charging solutions for electric vehicles (EV), has signed a pre-IPO private placement.
Helvetic Trust accompanied the family office «moyreal» on the way to this private placement.

Media information from ABB

Helvetic Trust expands stake in financial boutique

Helvetic Trust has substantially increased its stake in Lilja Capital Advisory Partners.

News coverage finews.ch

New additions to Team Bern

Senior Partners Roger Eichenberger and Leandra Oertig as well as Account Manager Lars Sommer joined our team in Bern in July 2022.
We extend a warm welcome to all three and look forward to working with them in the future.