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 11.01.2023

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

Market commentary

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

11 January 2023 Quality stocks

2 November 2022 Bottoming out

24 August 2022 Summer rally

Last update 11.01.2023

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.

Asset Manager Rating 2022

Best-placed Swiss asset manager over 12 months in the «Balanced» risk class.

Ranking 2022

Reinforcement at the Head Office in Zurich

Mr Fabio Gilardoni, Senior Associate/Family Officer, joined Helvetic Trust AG at the beginning of September 2021.
We warmly welcome Fabio Gilardoni and look forward to a successful cooperation.

New «representative office» at Zurich Airport

Since the beginning of April 2021, Helvetic Trust has had a sympathetic representative in Check-in 1 of the Airside Center at Zurich Airport.
Further information

Top ranking in performance comparison

Helvetic Trust has once again shone in Firstfive's performance ranking.

Top ranking

Private Equity

For our clients, we are constantly interested in opportunities for larger investments and acquisitions of companies in the DACH region (Germany, Austria, Switzerland). Our focus is on companies...
Further information

Risks Involved in Trading Financial Instruments

Since 1 January 2020, independent asset managers have also been subject to an extended duty to provide information to their clients. The new requirements, which are summarised in the brochure «Risks Involved in Trading Financial Instruments», are decisive.
Further information