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DirectoryFinance & InsuranceFinancial ServicesGenevaHELVETIC FINANCE SA
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HELVETIC FINANCE SA

Summary

About the company

HELVETIC FINANCE SA is a financial services firm providing wealth management and bespoke investment advisory, including real estate funds, market investments, private equity, precious metals and sustainable (ESG) solutions. The firm supports clients with asset selection, financing, tax structuring, portfolio management and ongoing investment monitoring.

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Products & services

Industry:Financial Services
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Wealth management
Tailored wealth management, support with family-related matters, goals for wealth transfer, tax constraints and long-term financial planning.
Investment solutions
Investment solutions in Switzerland, with access to real estate, financial markets, private equity, start-ups, precious metals and sustainable investments.
Real estate investment
Residential or commercial real estate investment in Switzerland, with support in the selection, financing, taxation and management.
Sustainable investments (ESG)
Sustainable portfolios integrating environmental, social and governance criteria, offered as part of investment solutions.
Private equity and start-ups
Investment opportunities in growing Swiss SMEs, private equity funds and innovative projects.
Press

Media

July 28, 2025Media
Investor-Krimi um die TSV 1860 München: Spuren führen in die Schweiz
tagesanzeiger.ch
July 25, 2025Media
Geplatzter 1860-Verkauf führt zu dubioser Firma in Genf
blick.ch

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Location

Rue des Gares 12
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-163.262.368
Founded
2025 · 1 year
Last commercial register change
December 9, 2025
Employees
1 to 10

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