We assist and advise you as an independent partner

Wealth management

Our principles: diversification and long-term investment discipline. We don’t take on any risks we don’t understand.

Family office services

As a multi-family office, Helvetic Trust helps families, foundations and institutional organisations with asset structuring.

Asset management

We have developed in-house models that are based on fundamental economic and company data.

Private equity

With our private equity services, we provide targeted support in identifying, evaluating, and financing investment opportunities in the private market.

News 11.02.2025

Expansion of the Polish Client Advisory Team

Since February 2025, Julia Ochalek has been with Helvetic Trust, strengthening our advisory team for Polish clients. We warmly welcome Julia Ochalek and look forward to working together.

Helvetic Trust Dienstleistungen Immobilien Management

News 07.01.2025

Company presentations 2025

This year, we are once again giving our clients the opportunity to take part in exclusive quarterly company presentations by listed companies.

News 03.12.2024

Benno Arnold appointed new CIO of Helvetic Trust

Helvetic Trust is pleased to announce the appointment of Benno Arnold as its new Chief Investment Officer (CIO). We would like to extend a warm welcome to Mr Arnold and look forward to working with him.

News 03.10.2024

Longevity event in Zurich

On 2 October 2024, we welcomed 40 guests to our exclusive longevity event in Zurich. The afternoon was devoted to the latest scientific findings and innovative approaches for a long and healthy life – a topic that concerns us all.

News 02.09.2024

New addition at the Bern location

Today, Mr Fabio Mezzasalma is joining Helvetic Trust AG as Account Manager. We would like to extend a warm welcome to Fabio Mezzasalma and look forward to working with him.

News 26.08.2024

New M&A team member

Mr Jonathan Berhe joined Helvetic Trust AG as an M&A Analyst in mid-August 2024. We would like to extend a warm welcome to Jonathan Berhe and look forward to working with him.

Helvetic Trust Dienstleistungen Immobilien Immobilien Management Zuerich

News 13.02.2024

Exploring listed companies 2024

This year we are once again giving our clients the opportunity to take part in exclusive quarterly company presentations by listed companies.

Helvetic Trust Dienstleistungen Private Equity Ventures Buero Gebaeude

News 23.11.2023

M&A transaction

Helvetic Trust advised a minority investor on the takeover of a global leader of industrial plastic hose manufacturing.

Helvetic Trusr Aktuelles Ki Event Im Widenmoos

News 15.11.2023

AI event in Widenmoos

We welcomed around 160 guests at an exciting AI event on 10 November 2023.

News 15.08.2022

Helvetic Trust increases holding in boutique firm

Zurich asset manager Helvetic Trust is increasing its involvement through a boutique investment bank firm with European clients.

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Portrait

Helvetic Trust is a legally and financially independent, owner-managed company that specialises in the areas of wealth management, family office services, asset management, private equity and real estate.

Are you interested in our services? Do you have questions?

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