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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,794 companies indexed · Last updated: today
DirectoryFinance & InsuranceBanksZurichHelvetische Bank AG
Helvetische Bank AG Logo
Verified· 4 sources

Helvetische Bank AG

Summary

About the company

The company's core activity is providing services in the areas of Private Banking and Corporate Finance, specifically: wealth management and advisory services for private clients, corporate financing (debt and equity) for companies, advisory services for private and public M&A transactions (Mergers and Acquisitions), and development and distribution of tailored financial products for clients.

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Products & services

Industry:Banks
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Wealth Management
Wealth management mandates and tailor-made individual mandates with professional asset allocation and ongoing adjustment to the market environment.
Private Banking
Wealth management and private banking support focused on the Swiss capital market for entrepreneurs and private investors.
External Wealth Managers
Individual and flexible solutions for independent wealth managers, tailored to their needs in day-to-day business.
Investment Advisory
Investment advisory for clients with a focus on the Swiss capital market and ongoing assessment of the market environment.
Corporate Finance Advisory
Corporate financing with debt and equity as well as advisory services for private and public M&A transactions.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 4 reviews across all connected sources

Sources
GGoogle54
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Press

Media

June 30, 2026Media
Zwei Rückkehrer, zwei Absteiger: Helvetische Bank baut Small- und Mid-Cap-Favoriten um
cash.ch
October 7, 2024Media
Duell der beiden Newcomer auf dem Bankenplatz Zürich
finews.ch
October 7, 2024Media
Banking Showdown: Globalance and Helvetische Bank, 13 Years On
finews.com

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Location

Seefeldstrasse 215
8008 Zurich
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.256.141
Founded
2009 · 17 years
Last commercial register change
May 15, 2026
Employees
21 to 50

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