ranQ
ranQ
ranQ
DirectoryIndustriesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The first Swiss company directory, built to boost AI visibility.

Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,843 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementGenevaHelvetic Investor Group SA
Helvetic Investor Group SA Logo
Verified· 2 sources

Helvetic Investor Group SA

Summary

About the company

The core activity of Helvetic Investor Group is independent wealth management and consulting for private individuals and families. They offer tailored solutions for wealth management, including discretionary and advisory services, as well as solutions for pension and retirement planning. Additionally, they provide family office services, financing, wealth planning, portfolio reviews, and pension solutions.

AI-generated
Offering

Products & services

Industry:External Asset ManagementFamily Offices
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
✓ Offered7
Discretionary asset management
Discretionary management mandates for individuals, legal entities or Luxembourg life insurance contracts, with strategies tailored to sustainability, Islamic finance or governance.
Investment advisory
Investment advisory mandates with support on the asset classes chosen by the client and monitoring of the allocation according to their interests.
Family Office
Family Office services tailored to clients' wealth needs and requirements.
Wealth planning
Retirement planning, pension and protection solutions, Luxembourg life insurance, holdings and trusts, with tax optimisation and estate structuring.
Portfolio audits
Audit and consolidation of portfolios for private or professional clients, in particular within the context of delegations of key tasks such as trustees.

Knowledge

No knowledge articles yet

Once Helvetic Investor Group SA has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Helvetic Investor Group SA in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Helvetic Investor Group SA by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Helvetic Investor Group SA to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

Location

Place des Philosophes 18
1205 Geneva

At a glance

Legal form
Corporation
UID
CHE-105.069.703
Founded
1999 · 27 years
Last commercial register change
November 20, 2024
Employees
11 to 20

Similar companies

SC
SWISS CAPITAL IB SA
Geneva
AG
ARCORA GESTION SA
Geneva
TW
TASK WEALTH MANAGEMENT SA
Geneva
BI
Bauval Investment Partners SA
Geneva
OE
Onyx et Cie SA
Geneva
AS
Abeloo SA
Geneva
FP
FLEXSTONE PARTNERS SARL
Vernier
GA
GENERATION ALFA SA
Geneva