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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint746,904 companies indexed · Last updated: today
DirectoryFinance & InsuranceAsset managerZurichHelvetic Trust AG
Helvetic Trust AG Logo
Verified· 3 sourcesTrust Score
Summary

About the company

Helvetic Trust AG is an independent wealth manager and multi-family office. It provides asset management and investment advice, wealth structuring services, Swiss equity investments and private equity mandates.

AI-generated
Offering

Products & services

Industry:Asset manager
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Helvetic Trust AG

✓ Offered4
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.
Trust & reputation

ranQ Trust Score of Helvetic Trust AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 58% · As of November 2026

Without public customer reviews the score stays capped.

Helvetic Trust AG 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.
x
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 Trust AG scores 92.3 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.82.07%
Helvetic Trust AG scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
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).85.022%
Helvetic Trust AG scores 30.7 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 35.31.44%
  • Media authority: Quality and number of editorial mentions, weighted by the importance of the source, plus the recency of the latest high-quality mention.30.04%
Qualifications+0.00

Helvetic Trust AG 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 58%, so the score is backed by part of the criteria. As of November 2026.

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

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
November 12, 2012Media
Dr. Anja Römer neue Senior Partnerin bei Helvetic Trust | People | Aktuell
investrends.ch
June 5, 2012Media
Frank Hoppach neuer Senior Partner bei Helvetic Trust | People | Aktuell
investrends.ch
November 1, 2011Media
Neuer Senior Partner bei Helvetic Trust | People | Aktuell
investrends.ch
September 6, 2011Media
Personelle Weichenstellung bei Helvetic Trust | People | Aktuell
investrends.ch

Knowledge

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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
October 1, 2026
Employees
21 to 50
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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