Founded in 2011, Helvetia Wealth AG is an independent financial services company headquartered in Zurich, Switzerland. The firm specializes in comprehensive asset management, investment advisory, and family office services. It operates under the supervision of the Swiss Financial Market Supervisory Authority (FINMA) and prides itself on providing customized, long-term financial solutions free from conflicts of interest, focusing on capital preservation and sustainable growth for its discerning clientele.

Founded in

Switzerland