Helvetic Trust

Helvetic Trust

Financial-Services

Company Tagline

Building wealth for Generations

Industry Category
Financial-Services
Company Description

Helvetic Trust, a leading provider of financial services, is dedicated to building wealth for generations through tailored solutions. Founded in 2001 and wholly owned by its active partners, Helvetic Trust operates as an independent asset manager, focusing on the unique needs of high-net-worth individuals, family offices, foundations, and institutional investors.

With strategic locations including its primary office at Uraniastrasse 12, Zürich, 8001, CH, along with Christoffelgasse 3, Bern, 3001, CH; Avenue de la Harpe 49, P.O.Box 844, Lausanne, Vaud 1001, CH; and 23 Berkeley Square, Mayfair London, W1J6HE, GB, Helvetic Trust delivers comprehensive services in wealth management, asset management, and family office services. Supervised by the Swiss authorities and licensed by FINMA as an asset manager, Helvetic Trust ensures the highest standards of professionalism and regulatory compliance.

Helvetic Trust specializes in private equity, wealth management, family office services, and asset management, providing clients with expert guidance and customized strategies to achieve their financial goals. We invite the manager of Helvetic Trust to create a customized and exclusive company showcase and product listing on our platform to further enhance your commercial development.

Key Personnel / Employees
Meret Wiedenkeller Michel Troehler Wolfgang Bussmann Piotr Kulikowski

Compare Companies Side by Side

Compare Helvetic Trust with 3 companies in Financial-Services

4 Companies
Comparison Field
Helvetic Trust
Helvetic Trust
Main Company
Clarus Capital Group AG
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Thalmann & Verling Trust reg.
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Lavelle Capital
Lavelle Capital
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Founded Year
2011 1994 2021
Company Size
11-50 2-10 2-10
City
Triesen, Liechtenstein San Francisco, California
Country
United States
Skills & Keywords Comparing with main company
8 Total Skills
Wealth Management Asset Management Family Office Private Equity Financial Services Investment Management Portfolio Management Family Office Services
1 Total 1 Unique
Unique Skills:
Advisory und Investment Solutions
6 Total 6 Unique
Unique Skills:
Alternative Investments Hedge Fund Immobilien Pensionskassen-Betreuung Vermögensverwaltung Vorsorgeberatung
10 Total 1 Common 9 Unique
Match 13%
Common Skills:
Portfolio Management
Unique Skills:
Alternative Investments Chief Investment Officer Estate Planning Growth Equity Philanthropy Advisory Sports Management +3
4
Total Companies
1994
Oldest Founded
1
Countries
23
Unique Skills

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Alternative Company Names

This company is also known as

Helvetic Trust 海尔维信托 हेल्वेटिक ट्रस्ट هيلفيتيك ترست Хельветик Траст