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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,837 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementGenevaHelvetic Investor Group SA
Helvetic Investor Group SA Logo
Verified· 2 sourcesTrust Score
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.

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Offering

Products & services

Industry:External Asset ManagementFamily Offices
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Helvetic Investor Group SA

✓ 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.
Pension and protection solutions
Implementation and management of pension and protection solutions for Swiss companies, in collaboration with Elite Asset Management.
Financing
Advice on mortgage financing, Lombard loans and leasing.
Trust & reputation

ranQ Trust Score of Helvetic Investor Group SA: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Helvetic Investor Group SA has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Helvetic Investor Group SA scores 89.3 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
Helvetic Investor Group SA scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
Helvetic Investor Group SA scores 25.7 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.25.74%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Helvetic Investor Group SA reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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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
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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