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, M&A Transactions, Venture Investments and Real Estate.

Last update 28.11.2023
M&A transaction

Helvetic Trust has advised a minority investor on the acquisition of a leading global manufacturer of industrial plastic hoses.

Media information in German

Market commentary

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

4 October 2023 Autumn Turn

2 August 2023 Autumn inflation

24 May 2023 Goldilocks

15 March 2023 Fed rate decision

11 January 2023 Quality stocks

Last update 28.11.2023
Welcome back to Helvetic Trust

Since the beginning of September 2023 Jérémy K. Grob joins the Zurich team. We would like to welcome Jérémy and look forward to working with him.
Reinforcement at Zurich Head Office

At the beginning of June 2023, Michel Tröhler took over responsibility for risk management at Helvetic Trust AG.
We warmly welcome Michel Tröhler and look forward to working with him.
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.

Learn more

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 Prescus Capital AG (formerly 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