Helvetic Trust

Investor type

PE / Family office

Founded

2001

AUM

-

Location

Zurich, Zurich, Switzerland

Investment Ticket

$1-5 m

Investment Stage

Series B Series A Late Stage (Series C+)

Region of investment

Europe
Investor profile last updated: 21 August, 2026

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.

Industry

Business Services (B2B) Consumer Products Consumer Services (B2C) E-commerce/Marketplace Financial Services Fintech Real Estate

Contacts

Name
Title
Email
avatar
Benno Arnold Chief Investment Officer
Chief Investment Officer
b•••@•••
avatar
Yann Buergisser Assistant Senior Partner
Assistant Senior Partner
y•••@•••
Upgrade to see contacts
avatar
gxOneDrQtzWhZRJc gxOneDrQtzWhZRJc
gxOneDrQtzWhZRJc
avatar
gxOneDrQtzWhZRJc gxOneDrQtzWhZRJc
gxOneDrQtzWhZRJc
avatar
gxOneDrQtzWhZRJc gxOneDrQtzWhZRJc
gxOneDrQtzWhZRJc
Investment-team contacts for Helvetic Trust — including verified work emails and LinkedIn profiles — are available to Private Equity List subscribers.
Instant access on the web. Plans from $129/month — see pricing.
Contacts sourced from the firm's website and LinkedIn, re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.

FAQs about Helvetic Trust

Helvetic Trust is a private equity firm that also operates as a family office. It backs companies at Series B, Series A and Late Stage (Series C+), writing tickets of $1-5 m.
Helvetic Trust is located in Zurich, Zurich, Switzerland.
Helvetic Trust was founded in 2001.
Helvetic Trust invests in companies and startups in Business Services (B2B), Consumer Products, Consumer Services (B2C), E-commerce/Marketplace, Financial Services, Fintech, Real Estate.
Helvetic Trust invests in companies and startups in Europe.
Helvetic Trust invests in companies and startups at Series B, Series A, Late Stage (Series C+).
Helvetic Trust usually invests $1-5 m on average.
Helvetic Trust can be reached through its website helvetic-trust.ch and its LinkedIn page. Its general enquiries address is [email protected]. Cold-mailing a general inbox rarely reaches a partner, so Private Equity List also lists the investment-team contacts for Helvetic Trust — names, roles, verified work emails and LinkedIn profiles — available on a Pro plan from $129/month (see pricing). Contacts are sourced from the firm's website and LinkedIn and re-verified on a rolling cycle. Spot a stale contact, or none at all? Report it — we re-run that firm within 48h and get back to you.
Yes. Every field on this page — profile, funds, investment criteria, portfolio and investment-team contacts — is available programmatically through the Private Equity List REST API and MCP server, so AI assistants such as Claude and ChatGPT can query Helvetic Trust directly instead of scraping this page. One subscription covers both the web app and machine access — see API & MCP.
Private Equity List re-verifies investor profiles on a rolling cycle, pulling from the firm's own website and LinkedIn rather than a one-off import. This profile was last updated on 21 August, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.