Helvetic Trust

What Helvetic Trust does

Helvetic Trust AG is an independent, partner-owned Swiss wealth manager and multi-family office headquartered in Zürich and founded in 2001 by Kaspar Grob. The firm operates across four integrated service lines: Wealth Management (discretionary and advisory portfolio mandates), Family Office Services (governance, structuring and administration for families, foundations and institutional organisations), Swiss Equities (the Helvetic Trust Quality Fund, a FINMA-authorised contractual investment fund/FCP for qualified investors, audited by PricewaterhouseCoopers AG with custody at Zürcher Kantonalbank) and Private Equity Services (qualified-investor mandates with a CHF 5 million minimum, focused on healthcare, B2B services, technology and education). Customers are qualified investors under the Swiss Federal Act on Collective Investment Schemes (CISA), principally high-net-worth individuals with CHF 2M+ in financial investments, single and multi-family offices, foundations, endowments and (selectively) institutional investors.

The firm monetises through recurring AUM-linked management fees on discretionary mandates, the Quality Fund and family-office retainers, plus transaction-based fees for one-off advisory engagements. Distribution is exclusively direct, via Senior Partner relationships supplemented by proprietary client events (company visits to listed Swiss issuers such as Logitech, Georg Fischer and Sensirion, plus the 150-guest Helvetic Trust Dialogues forum) and a newsletter launched in August 2024. Offices span Zürich (headquarters), Bern (regional), Geneva, Lausanne and London (Mayfair). All clients are served under FINMA oversight (asset-manager recognition granted March 2023, supervisory organisation AOOS) and the firm is a member of the Swiss Association of Wealth Managers (SAM).

The platform's differentiation rests on 100% partner ownership (no bank affiliation), a multi-decade BILANZ 'dynamic'-category track record and a leadership bench overwhelmingly recruited from UBS, Credit Suisse, Deutsche Bank and Zürcher Kantonalbank. Recent strategic activity has centred on regulatory positioning (FINMA authorisation), succession and senior hiring (CIO Benno Arnold, December 2024; Executive Management succession to Stefano Pierini, October 2025; Risk Manager Daniel Krucker, September 2025), and ecosystem build-out via private-equity co-investments and event-led marketing. No funding rounds, subsidiaries or inorganic acquisitions have been disclosed.

Name

Helvetic Trust

Legal name

Helvetic Trust AG

Website

https://helvetic-trust.ch

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Helvetic Trust AG is an independent, partner-owned Swiss wealth manager and multi-family office (founded 2001, Zürich) serving high-net-worth individuals, families, foundations and institutional investors across discretionary portfolio management, family-office services, a FINMA-authorised Swiss equities fund and private-equity mandates (CHF 5M+).

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Discretionary Portfolio Management (DPM) (FSAAABAC)

akta.pro secondary industries

High-Net-Worth (HNW) Private Banking (FSABADAB), Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN)

Keywords

• Wealth management services
• Multi-family office
• Private equity investing
• Swiss equity fund
• Portfolio management

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Discretionary Portfolio Management: Discretionary mandates where Senior Partners make investment decisions based on individual client risk profiles and return expectations within structured investment processes. Revenue based on assets under management.
2. Advisory Mandates: Advisory services where clients maintain control over investment decisions while benefiting from strategic and portfolio-related advice from specialists.
3. Family Office Services: Multi-family office services providing holistic asset structuring for families, foundations, and institutional organisations. Includes analysis, setup/structure, and implementation phases.
4. Swiss Equity Fund Management: Management fees from the Helvetic Trust Quality Fund, a Swiss contractual investment fund (FCP) for qualified investors authorised and supervised by FINMA.
5. Private Equity Advisory: Advisory and co-investment services for private equity opportunities, including identification of best-in-class managers and access to exclusive co-investment opportunities. Minimum mandate CHF 5 million.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Helvetic Trust is a Swiss wealth management firm offering tailored portfolio management, multi-family office services, and access to direct private equity investments. It manages discretionary and advisory portfolios for qualified investors and operates a Swiss equity fund (HT Invest Swiss Equity Fund) focused on Swiss small- and mid-cap equities. The firm also provides comprehensive family office services including succession planning, tax advisory, and consolidated reporting for ultra-high-net-worth clients.

Product overview

Helvetic Trust offers an integrated wealth management platform comprising four core services: Wealth Management (discretionary and advisory portfolio management mandates), Family Office Services (multi-family office for holistic asset structuring), the Swiss Equities Quality Fund (a FINMA-authorized Swiss investment fund for qualified investors), and Private Equity Services (access to private markets including venture capital, growth capital, and buyout). These services work together to serve high-net-worth individuals, family offices, foundations, and institutional investors seeking comprehensive, independent asset management across generations.

Differentiator

Problem solved

Functional benefit

Brands

• Helvetic Trust Quality Fund: Swiss equity fund investing in high-quality Swiss companies with strong balance sheets, above-average cash flows, and long-term growth in operating earnings
• Helvetic Trust Private Equity

Products and services

• Wealth Management
• Multi-Family Office
• Private Equity Investments
• HT Invest Swiss Equity Fund
• Real Estate Investments

Quantifiable outcome

• Top-tier BILANZ rating - winner of 'dynamic' category six consecutive times
• +1 more outcomes

Named customers10 records

Segments5 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

One partnership is on record.

• Selected External SpecialistsminorStrategic or Co-development PartnerNetwork of independent specialists including asset managers, legal advisors, real estate experts, art consultants, and tax professionals carefully selected for client engagements.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Rothschild & Co: Global advisory and wealth management group with a Wealth & Asset Management division serving HNW/UHNW with discretionary mandates. Directly comparable mandate-based service offering; Helvetic Trust has previously hired from Rothschild & Co (Yann Bürgisser) for its private banking CEE/Polish client books.
• LGT Group: Liechtenstein-based private banking and asset management group owned by the Liechtenstein princely family, serving HNW/UHNW with discretionary mandates and private equity access. Comparable independent family-controlled model with multi-bank custody philosophy and strong family-office service; operates at larger scale across Asia and Europe.
• Julius Bär: Major Swiss private banking group focused exclusively on wealth management for HNW and UHNW clients globally. Directly comparable in core wealth management mandate services and discretionary portfolio management, but operates at materially larger scale with global booking centers and lending capabilities Helvetic Trust intentionally does not offer.
• Vontobel: Swiss-listed private banking and asset management group with wealth management, asset management and investment banking divisions. Comparable as a long-established Swiss wealth manager serving HNW/UHNW clients with discretionary mandates, though Vontobel operates a much larger balance-sheet-driven platform with proprietary funds and trading capabilities.
• Pictet Group: Swiss private bank and asset manager serving HNW/UHNW clients with discretionary mandates, advisory mandates, and asset management. Highly comparable in service model and Swiss-quality positioning; one of Helvetic Trust's named custodian banking partners. Operates at substantially larger scale with a broader product shelf.
• EFG Bank: Swiss private banking group headquartered in Zurich focused on HNW/UHNW wealth management with discretionary and advisory mandates. Comparable in target client segment, mandate types, and FINMA-regulated status; scale advantage and broader product offering differentiate it from Helvetic Trust's boutique model.

Direct peers

• Bank Frey: Small, family-owned Swiss private bank serving HNW/UHNW clients with discretionary wealth management and family office services. Highly comparable independent owner-managed model, similar scale, similar target client base in the Swiss domestic HNW segment.
• Lienhardt & Partner Privatbank Zürich: Independent Swiss private bank based in Zurich focused on HNW/UHNW wealth management with discretionary mandates and family office services. Comparable independent Swiss FINMA-licensed boutique model; serves a similar client base though slightly more conservatively positioned on alternative investments.
• ATAG Private & Corporate Solutions: Independent Swiss multi-family office based in Bern serving HNW families and foundations with discretionary asset management and wealth structuring services. Closest direct peer to Helvetic Trust — similar size, similar location, similar independent FINMA-regulated service model, similar target client segments.

Regional players

• VP Bank: Liechtenstein-based private bank serving HNW/UHNW clients primarily in Liechtenstein, Switzerland, and other European markets with discretionary mandates and family office services. Comparable mandate-based service offering and boutique positioning; geographic orientation in the German-speaking European market with similar cross-border client strategy.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/helvetic-trust

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments7 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Helvetic Trust