Profile
Helvetic Trust is a legally and financially independent asset management firm based in Zürich, Switzerland, founded in 2001. The firm is owner-managed and offers a range of services including wealth management, asset management, and family office services. Helvetic Trust is supervised by Swiss authorities and licensed by FINMA, ensuring compliance with regulatory standards.
The firm focuses on high-net-worth individuals, family offices, foundations, and institutional investors, providing tailored solutions in wealth management and private equity. Helvetic Trust emphasizes investments in quality companies with strong balance sheets and growing cash flows. They operate primarily in Switzerland but also engage in private equity services to identify and finance private market opportunities.
Notable investments include Sensirion - a digital sensor manufacturer, Logitech - a consumer electronics company, and Georg Fischer - an industrial corporation. These investments highlight Helvetic Trust's focus on companies with solid operational performance and strategic growth potential.
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