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DirectoryFinance & InsuranceExternal Asset ManagementGenevaHELMS Family Office SA
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HELMS Family Office SA

Summary

About the company

The core activity of HELMS encompasses the provision of services in the areas of asset management, private equity, venture capital, real estate investments, and family office solutions. This also includes banking services and the management of hedge funds. HELMS supports its clients in developing long-term investment strategies and offers individual solutions for private, institutional, and corporate clients.

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Products & services

Industry:External Asset Management
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Funds & Investment Companies
Private Equity & Venture Capital
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Family Office Solutions
Family wealth and family support services, including wealth management, corporate and structuring solutions, company set-up, secretarial services, as well as relocation and residency planning.
Asset Management
Management of assets and capital with strategic and tactical portfolio allocation, mandates for external fund and investment managers, and alternative investments such as real estate, private equity, venture capital and hedge funds.
Wealth Management
Wealth management for private and institutional clients with discretionary and advisory mandates, execution-only services, portfolio management, banking services as well as wealth and tax planning.
Corporate Finance
Corporate finance services for companies, including debt solutions, equity solutions, fundraising, refinancing, mergers & acquisitions, buyouts, bridge financing and transaction structuring.

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Location

Boulevard du Théâtre 5
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-325.138.610
Founded
2019 · 7 years
Last commercial register change
July 10, 2026
Employees
1 to 10

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