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DirectoryFinance & InsuranceExternal Asset ManagementLuganoHelvetica Advisors SA
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Helvetica Advisors SA

Summary

About the company

Helvetica Advisors SA is a financial services firm authorised by FINMA to act as an asset manager. It offers distribution of financial products, the design of structured products, discretionary portfolio management for private clients, tax‑optimised investment solutions, periodic reporting and access to a range of investment funds.

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Industry:External Asset Management
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Wealth management
Personalised mandates for private clients and families, with the development of investment strategies, risk control, asset allocation and periodic reporting.
Financial advisory
Advice to define wealth objectives, analyse positioning and provide tailored investment solutions, with continuous comparison and support in portfolio decisions.
Wealth analysis
Assessment of positioning, liquidity, exposures and the consistency between investments and the client’s objectives.
Asset allocation
Building diversified portfolios, calibrated to the risk profile and reviewed periodically.
Periodic reporting
Regular statements and direct comparison to monitor performance, volatility and opportunities for rebalancing.

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Location

Hier entsteht die Karte
Via Pasquale Lucchini 4
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-116.263.706
Founded
2010 · 16 years
Last commercial register change
June 16, 2026
Employees
1 to 10

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