Founded in 2011 and headquartered in Zurich, Helvetic Trust AG is a partner-managed wealth management firm licensed by the Swiss Financial Market Supervisory Authority (FINMA). The company focuses on providing independent and personalized asset management, investment advisory, and comprehensive family office services. Its mission is to preserve and grow the wealth of its clients—primarily private individuals, families, and foundations—through a transparent and long-term partnership approach, free from conflicts of interest often found in larger banking institutions.

Founded in

Switzerland