Helvetic Trust Vermögensverwaltung Family Office
Archived Publications
Market commentary
Monthly reporting about the current stock market situation in «Finanz und Wirtschaft».
17 November 2021 Potential
15 September 2021 Golden autumn
14 July 2021 Goldilocks
5 May 2021 Buy selectively
3 March 2021 Favorably rated
Market commentary
Monthly reporting about the current stock market situation in «Finanz und Wirtschaft».
16 December 2020 Banks, raw materials
7 October 2020 Nervousness
29 July 2020 Negative interest rates
20 May 2020 Health, technology
11 March 2020 Industry, consumption
8 January 2020 Quality
Market commentary
Monthly reporting about the current stock market situation in «Finanz und Wirtschaft».
27 February 2019 Re-entry
6 November 2019 Goldilocks
4 September 2019 Cyclical Sectors
Market commentary
Monthly reporting about the current stock market situation in «Finanz und Wirtschaft».
17 October 2018 Buy
15 August 2018 Lethargy
13 June 2018 Surprise
4 April 2018 Buy opportunity
31 January 2018 Interest

New addition to the Zurich team
At the beginning of December 2018, Mrs. Germaine Blum joined the Zurich team of Helvetic Trust AG as Senior Legal Counsel. It is a great pleasure for us to welcome Mrs. Blum to our ranks.

New Senior Partner in Berne
On August 1, 2018 Clemens Hochreuter joined Team Bern of Helvetic Trust AG as Senior Partner. We welcome Mr. Hochreuter and look forward to working with him.

New members of team Zurich
Since July 2018, Mr. Camiel Janssen and Mr. Stefano Pierini have joined the team of Helvetic Trust AG in Zurich as Senior Partner. We warmly welcome both of them and look forward to the forthcoming cooperation.

New member of the Board of Directors
On 16 May 2018, Mr. Jürg Braunschweiler was elected to the Board of Directors of Helvetic Trust AG. We welcome Jürg Braunschweiler and look forward to working with him.

Mixed Funds – the manager makes the difference
A mixed fund manager is comparable to a football trainer, says Kay Fischer in an interview with Fondstrends dated 29 January 2018.

Market commentary
Monthly reporting about the current stock market situation in «Finanz und Wirtschaft».
15 November 2017 This year’s trend
12 July 2017 Financial securities
10 May 2017 Too expensive? No.
8 March 2017 Remain invested

«Doing the right things»
Portrait of the Helvetic Trust Family Office in the supplement «Millionär» of the Handelszeitung of November 30, 2017.

New addition to the Bern team
Ruth Fischer has been a new Senior Partner at Helvetic Trust AG in Bern since March 2017. We welcome Mrs Fischer most warmly to Helvetic Trust and are looking forward to a successful cooperation.

New Senior Partner in Zurich
Mr Markus Hollmén became a member of our team as Senior Partner at the beginning of the year 2017. We warmly welcome Mr Hollmén to the circle of our owner-managed company.

New arrival at Zurich head office
Piotr Kulikowski joined our team as Senior Partner at the beginning of 2017. It gives us great pleasure to welcome Mr Kulikowski into our ranks.

Market commentary
Monthly reporting about the current stock market situation in «Finanz und Wirtschaft».
19 October 2016 Year end
17 August 2016 Election year
13 April 2016 Topping up

New addition to the Zurich team
Yves Mehmann has been a new Senior Partner at Helvetic Trust AG in Zurich since May 2016. We welcome Yves Mehmann most warmly to Helvetic Trust and are looking forward to a successful cooperation.

Market commentary
Monthly reporting about the current stock market situation in «Finanz und Wirtschaft».
2 December 2015 Equities, equities!
30 September 2015 Year-end-rally
20 May 2015 Buy in May
18 March 2015 Positive until autumn

New arrival at Zurich head office
Ms Virginia Neumayr joined our team as Senior Partner at the beginning of September 2015. It gives us great pleasure to welcome Ms Neumayr into our ranks.

Neuer Senior Partner
Marina Vujevic was appointed senior partner in July 2015. She has been working for a considerable period at Helvetic Trust in Zurich and shares responsibility for the performance of the Abalone Dynamic Trend Allocation Fund. We warmly welcome Marina Vujevic to the circle of our owner-managed company.

New addition to the Zurich team
Wolfgang Bussmann has been a new Senior Partner at Helvetic Trust AG in Zurich since at the beginning of July 2015. We welcome Wolfgang Bussmann most warmly to Helvetic Trust and are looking forward to a successful cooperation.

«Emphasising Swissness and independence»
Portrait of Helvetic Trust in Finanz und Wirtschaft dated 25 April 2015.

«The best money managers»
Helvetic Trust among the top performers in international performance benchmark for the fifth time in a row. Learn how our long-term strategy for success works.

Market commentary
Monthly reporting about the current stock market situation in «Finanz und Wirtschaft».
5 November 2014 USA
3 September 2014 Sideways market
7 May 2014 Summer top?
5 March 2014 Seizing opportunities

«Clearly overweight in US shares»
Interview with Kay Fischer in NZZ am Sonntag on August 17th 2014.

«Upward surge in late summer»
Interview with Kay Fischer in Handelszeitung on May 22nd 2014.

Top place for the fourth time
Helvetic Trust ranks high in an international comparison of performance.

New addition to the Zurich team
Nicandro Barile has been a new Senior Partner at Helvetic Trust AG in Zurich since at the beginning of January 2014. We welcome Nicandro Barile most warmly to Helvetic Trust and are looking forward to a stimulating and successful cooperation.

Market commentary
Monthly reporting about the current stock market situation in «Finanz und Wirtschaft».
18 December 2013 Sector selection
17 October 2013 Idyllic world
31 July 2013 Volatility
12 June 2013 Stronger until autumn
10 April 2013 Shift in favourites
6 February 2013 Share selection

International ranking for Helvetic Trust
Third successive top placing for Helvetic Trust in independent performance ranking.

New addition to the Zurich team
Stefan Unternährer has been a new Senior Partner at Helvetic Trust AG in Zurich since at the beginning of June 2013. We welcome Stefan Unternährer most warmly to Helvetic Trust and are looking forward to a stimulating and successful cooperation.

Helvetic Trust in an international comparison
Awarded top marks once again in independent performance ranking.