LP Profile

Helvetic Trust

Also known as Helvetic

Multi Family Office (MFO)Zurich, SwitzerlandFounded 2001
Zurich
Headquarters
Investment Focus

About Helvetic Trust

Helvetic Trust is a multi-family office based in Zürich, Switzerland. Established in 2001, the firm provides services in the areas of wealth management, asset management, family office services, real estate, and precious metal trading. Helvetic Trust was founded in 2001 and is a legally and financially independent, owner-managed company. We position ourselves as a financial services provider that thinks and acts for the long-term, with particular strengths in the fields of wealth management, asset management, family office services, venture investments and real estate.

Preferred Investment Types

BuyoutPrivate EquityGrowth/ExpansionReal Estate - GeneralVenture CapitalVenture Capital - Early StageVenture Capital - Later Stage

Preferred Sectors & Themes

Commercial Property Acquisition & DevelopmentWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningEquity/Mutual FundsInvestment ManagementETFsDebt ManagementCapital Markets Real EstateReal Estate Investment & DevelopmentFinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
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FAQ

Frequently asked questions

What type of investor is Helvetic Trust?

Helvetic Trust is a multi family office (mfo) based in Zurich, Switzerland.

Where is Helvetic Trust headquartered?

Helvetic Trust is headquartered in Zurich, Switzerland.

When was Helvetic Trust founded?

Helvetic Trust was founded in 2001.

What does Helvetic Trust invest in?

Helvetic Trust focuses on Buyout, Private Equity, Growth/Expansion, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage, Commercial Property Acquisition & Development.

How can I contact Helvetic Trust?

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