Helvetic Trust AG

Overview

Helvetic Trust AG is a legally and financially independent, owner-managed company specializing in wealth management, family office services, asset management, and private equity investments. The firm focuses on providing comprehensive financial solutions to European entrepreneurial families and charitable foundations, emphasizing diversification and long-term investment discipline. The company's private equity services, under the Helvetic Ventures approach, target start-up and growth capital companies with exponential technologies and excellent development potential. Helvetic Trust's investment strategy includes sectors such as clean tech, life sciences, biological natural sciences, food technology, FinTech, eHealth, big data, consumer tech, and the Internet of Things. Geographically, the firm concentrates on Europe, Israel, and the United States, with investment mandates typically starting at CHF 10 million. Helvetic Trust's financial independence and commitment to quality consulting services ensure that its activities remain geared toward the long term, providing integrated offerings aligned with the interests of its discerning clients. The firm operates offices in Zurich, Bern, Lausanne, and has a representative office in London, serving a diverse international clientele.