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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.

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.
Helvetic Trust AG was recognised as an independent asset manager by the Swiss Financial Market Supervisory Authority FINMA in March 2023.
Market commentary
Reporting about the current stock market situation in «Finanz und Wirtschaft».
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.
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.
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.
Helvetic Trust expands stake in financial boutique
Helvetic Trust has substantially increased its stake in Lilja Capital Advisory Partners.
News coverage finews.ch
Helvetic Trust has substantially increased its stake in Lilja Capital Advisory Partners.
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.
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.
Asset Manager Rating 2022
Best-placed Swiss asset manager over 12 months in the «Balanced» risk class.
Best-placed Swiss asset manager over 12 months in the «Balanced» risk class.