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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.
Last update 31.08.2022
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.
News coverage finews.ch
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 August 2022 Summer rally
22 June 2022 Turning Points
20 April 2022 Soft Landing
16 February 2022 Interest rates and ...
Last update 31.08.2022
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.
Ranking 2022
Best-placed Swiss asset manager over 12 months in the «Balanced» risk class.
Ranking 2022
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
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
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
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
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
Helvetic Trust is a founding member of «Alliance of Swiss Wealth Managers»
Leading independent wealth managers increasingly want to exchange information. Read the press release.
Leading independent wealth managers increasingly want to exchange information. Read the
press release.
«Strategies with flair»
Helvetic Trust again wins top rating in international performance comparison.
Helvetic Trust again
wins top rating in international performance comparison.
Authorisation to manage assets in an occupational pension scheme
Helvetic Trust has obtained authorisation to manage assets in an occupational pension scheme.
Helvetic Trust has obtained authorisation to
manage assets in an occupational pension scheme.
