Building wealth for Generations
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.
Compare Helvetic Trust with 3 companies in Financial-Services
| Comparison Field |
Helvetic TrustMain Company |
Clarus Capital Group...View Profile |
Thalmann & Verling T...View Profile |
Lavelle CapitalView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2011 | 1994 | 2021 |
|
Company Size
|
— | 11-50 | 2-10 | 2-10 |
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City
|
Triesen, Liechtenstein | San Francisco, California | ||
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Country
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United States | |||
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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
|
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