Helvetic Trust is an independent asset manager focused on the needs of high-net-worth individuals, family offices, foundations, and institutional clients. Helvetic Trust offers wealth management, asset management, and family office services. Helvetic Trust is regulated by the competent Swiss authorities and is licensed as an asset manager by FINMA.

• Personalized and independent wealth management: Tailored support for clients in all financial matters.
• Individual, comprehensive, and long-term solutions: Development of strategies aligned with clients' unique needs and investment objectives.
• Asset allocation and portfolio management: Precise implementation of the investment strategy developed with the client, along with transparent and regular reporting.

• Extensive expertise in investment advisory and wealth management: Proven track record in developing tailored financial solutions and managing broadly diversified investment portfolios.
• Solid education in Banking & Finance: In-depth understanding of financial markets, banking processes, and strategic investment practices – supported by formal education and ongoing professional development.
• Successful client portfolio management: Long-term support of a transferable client base with assets under management exceeding CHF 50 million – with a strong focus on sustainable growth and the cultivation of trusted client relationships.
• Specialization in regulatory compliance and risk management: Comprehensive knowledge of KYC, anti-money laundering (AML), compliance, and cross-border regulations – ensuring legally compliant and forward-looking business practices.

• Advanced portfolio management system: Comprehensive digital tools to support efficient and effective wealth management, cross-bank consolidation, and reporting.
• 100% independent: Maximum freedom in asset allocation within client-specific risk profiles – without product restrictions. Strategies can be implemented using direct investments, funds, ETFs, structured products, and derivatives.
• Support from Helvetic Trust Asset Management: Managed model portfolios with best-in-class selection – combined with an in-house Swiss equity fund and exclusive access to alternative asset classes.
• Connect and get started right away: Our experienced client service team efficiently assists with the transfer of existing client relationships, account openings, and other administrative tasks. In addition, we offer a comprehensive internal setup including in-house office management, HR support, marketing for investment proposals and presentations, event management, as well as risk and compliance management. This is complemented by integration into an existing pension solution and a 1e pension plan.
• Partnership with first-class custodian banks: Access to over 15 custodian banks with attractive conditions.
• Partner-oriented fee model: Attractive fee-sharing structure.
• Prime office locations: Work in centrally located offices in Zurich and Bern, with the flexibility to work from home.
• Exclusive networking opportunities and insights: Organization of tours and presentations at publicly listed Swiss companies, as well as tailor-made client events to foster relationships.
• Expense budget