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DirectoryFinance & InsuranceExternal Asset ManagementZurichHelvetic Trust AG
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Helvetic Trust AG

Summary

About the company

The core activity of Helvetic Trust is wealth management and consulting for private and institutional clients. This includes services such as wealth management, family office services, asset management and private equity. The company offers individual investment strategies, asset management, investment advice and access to various asset classes such as stocks, real estate, commodities and alternative investments.

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Products & services

Industry:External Asset Management
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Wealth management
Independent wealth management with an individual investment strategy, asset allocation, portfolio structuring, risk management and wealth management, advisory and transaction-related advisory mandates.
Family Office Services
Multi-family office for families, foundations and institutional organizations with wealth structuring, analysis, building of structures, controlling, reporting, succession planning and concierge service.
Swiss equity fund
Swiss equity fund with a Quality strategy, bottom-up fundamental analysis, investments in Swiss companies, risk management and daily tradability.
Private Equity
Private equity mandate for the selection, valuation and financing of investment opportunities in private markets as well as access to venture capital, growth capital and buyout strategies.
Press

Media

January 5, 2026Media
Zürcher Multi Family Office gewinnt neuen Senior Partner
finews.ch
August 24, 2022Media
Helvetic Trust baut Berner Präsenz aus | People | Aktuell
investrends.ch
December 12, 2018Media
Helvetic Trust verstärkt sich mit Senior Legal Counsel | People | Aktuell
investrends.ch
November 2, 2015Media
Neustart für Helvetic Trust in Bern
finews.ch
June 3, 2013Media
Neuer Senior Partner bei Helvetic Trust | People | Aktuell
investrends.ch

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Location

Uraniastrasse 12
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-109.315.870
Founded
2001 · 25 years
Last commercial register change
July 15, 2026
Employees
21 to 50

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