Helvetic Trust AG - Family Office und Vermögensverwaltung

Helvetic Trust AG is a financially independent and owner-managed company active in the areas of asset management, family office services, Swiss equity funds, and private equity. With a clear focus on independence and long-term investment discipline, Helvetic Trust AG offers tailor-made solutions for its clients.

In asset management, we focus on developing individual investment strategies matched to the specific needs of our clients. This includes a comprehensive analysis of the financial situation and goals and the implementation of a diversified portfolio in order to achieve sustainable appreciation in value.

The family office services are aimed at both private families and foundations and institutional organizations. Our approach helps with wealth structuring and the optimization of succession and estate planning, in order to secure financial interests across generations.

Our Swiss equity funds are designed to invest in quality companies with a solid balance sheet and above-average cash flows. The goal is to achieve sustainable long-term returns, while always keeping an eye on current market conditions.

In the area of private equity, we help our clients specifically with the identification, valuation, and financing of investment opportunities in the private market. Our goal is to identify interesting investment opportunities that promise both high growth potential and a solid return.

Helvetic Trust AG is headquartered in Zurich and has additional offices in Bern and Geneva. This location enables close collaboration with other financial institutions as well as direct access to important markets and investors. We strive to build a trusting and long-term relationship with our clients and to help them actively manage and grow their wealth. Our services are ideal for wealthy families, foundations, and institutional investors who are seeking a well-founded and reliable partnership in all matters of asset management.