Helvetic Bank

What Helvetic Bank does

Helvetische Bank AG (formerly Neue Helvetische Bank AG, founded January 2011, renamed April 2018) is a privately held, FINMA-licensed Swiss boutique bank headquartered at Seefeldstrasse 215, Zurich. It operates with no branches domestically or internationally and runs an exclusively direct distribution model through its Zurich head office and an E-Services client portal. The bank reports an insider ownership structure with approximately 70% held by founding partners, the Board, management, and employees.

The bank operates four product pillars: (i) Wealth Management, comprising Private Banking, Asset Management, External Asset Manager servicing (custody, order execution, Lombard lending, Actively Managed Certificates), and Investment Advisory; (ii) Corporate Finance, spanning debt capital markets (where the bank self-identifies as market leader in smaller CHF bonds), equity capital markets (ranked #3 for equity transactions on the SIX Swiss Exchange), and M&A advisory, targeting medium-sized companies and listed small/mid-caps; (iii) Structured Products, including a proprietary issuance programme and secondary trading in unlisted securities; and (iv) Research, anchored by the daily WegWeiser analysis newsletter covering Swiss listed companies. Revenue is split between recurring streams (wealth management fees, Lombard loans, Swiss residential mortgages) and transaction-based streams (bond underwriting with firm commitments, equity placement, M&A advisory, structured product issuance).

The bank services three core client segments: active and former entrepreneurs seeking integrated wealth and corporate finance advice, qualified private investors, and external asset managers who use the bank as a custodian and execution partner. A distinctive cultural element is that half of share capital is physically deposited in gold, framing the bank around traditional Swiss values of security and stability. Headcount is 11–50 employees, and there is no disclosed proprietary technology platform; competitive differentiation rests on relationship density, niche market positions in CHF bonds and SIX equity transactions, and senior-team pedigree including a former UBS Group CEO on the Board.

Name

Helvetic Bank

Legal name

Helvetische Bank AG

Website

https://helvetischebank.ch

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Helvetische Bank AG is a privately held, FINMA-licensed Swiss boutique bank in Zurich offering wealth management, corporate finance advisory, structured products, and research to entrepreneurs, qualified private investors, external asset managers, and Swiss small/mid-cap companies.

Ownership category

akta.pro rank

Product category

Private Banking

NAICS

Portfolio Management and Investment Advice (523940)

akta.pro primary industry

High-Net-Worth (HNW) Private Banking (FSABADAB)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Corporate Finance & Capital Advisory (BPAHADAB), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Private Banking Lending (Securities-Backed, Real Estate, Structured Credit) (FSABADAE)

Keywords

• Private banking
• Wealth management
• Corporate finance advisory
• Structured products
• Capital markets research

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Fees: Fees from asset management and advisory services for private banking clients, entrepreneurs, and external asset managers.
2. Corporate Finance Advisory: Advisory fees from corporate financing transactions including debt capital (bond issuance), equity capital, and M&A advisory services.
3. Bond Issuance and Underwriting: Market leader in smaller CHF bonds. The bank structures and places bonds and convertible bonds, typically granting issuers firm underwriting commitments.
4. Structured Products: Customized structured products created for customers in the niche area of structured products.
5. Lending Services: Lombard loans and mortgages for private residential property in Switzerland offered to clients.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Helvetische Bank AG is a Swiss private bank offering wealth management services (Private Banking, Asset Management, support for External Asset Managers), corporate finance advisory (debt capital, equity capital, M&A), customized structured products, and Swiss capital market research via the WegWeiser newsletter. The bank operates from a single headquarters in Zurich with no branches and targets active and former entrepreneurs, qualified private investors, external asset managers, and medium-sized and listed small/mid-cap companies.

Product overview

Helvetische Bank is a Swiss private bank offering a comprehensive suite of financial services organized around four core pillars: Wealth Management (Private Banking, Asset Management, External Asset Managers, Investment Advisory), Corporate Finance (Debt Capital, Equity Capital, M&A), Structured Products (customized product creation, Issuance Programme, Secondary Stocks trading), and Research (WegWeiser newsletter, company analyses, individual studies). The bank focuses on serving active and former entrepreneurs, qualified private investors, and external asset managers in the Swiss capital market. The manageable size enables personal customer contact and quick decisions.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Comprehensive wealth management services including Private Banking, Asset Management, and dedicated support for External Asset Managers, focused on the Swiss capital market and targeted at entrepreneurs and qualified private investors.
• Corporate Finance Corporate finance services covering debt capital (bonds, convertible bonds), equity capital transactions on the SIX Swiss Exchange, and M&A advisory for medium-sized companies and listed small/mid-cap issuers.
• Structured Products Customised structured products created for clients, including a derivative/structured product issuance programme and trading services for unlisted secondary stocks.
• Research (WegWeiser) In-house market research focusing on the Swiss capital market and primary analysis of mid and small capitalised companies, published via the daily WegWeiser newsletter and individual studies.
• Private Banking Active advisory and private banking services for entrepreneurs and qualified private investors, focused on Swiss capital market investment solutions and personalised portfolio advice.
• Asset Management Discretionary asset management service offering traditional discretionary mandates or tailor-made individual mandates, combining traditional investments with ETFs for foreign markets.
• External Asset Manager Services Banking-as-a-service offering for independent external asset managers, covering account management, order execution, custody account safekeeping, global securities trading, Lombard loans, mortgages, and Actively Managed Certificates.
• Investment Advisory Active investment advisory services for qualified or professional private investors, including portfolio analysis, customised solutions, investment ideas, and option and hedging strategies.
• Debt Capital Markets Structuring and placement of bonds and convertible bonds for Swiss and foreign companies, including firm underwriting commitments; the bank positions itself as market leader in smaller CHF bonds.
• Equity Capital Markets Equity transaction services on the SIX Swiss Exchange, where the bank ranks number 3 for equity transactions, supporting listed small and mid-cap companies.
• M&A Advisory Advisory services for private and public M&A transactions, covering deal structuring and execution support for corporate clients.
• Lending Services Lombard loans and Swiss residential mortgages offered to private banking clients to support wealth management relationships.

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Mirabaud & Cie: Geneva-based independent Swiss private bank offering wealth management, asset management, and corporate finance advisory to HNW and entrepreneur clients. Closely comparable in size, independence, and product mix to Helvetische Bank.
• VP Bank AG: Liechtenstein-headquartered private bank with a major Swiss footprint serving HNW and intermediary clients in wealth management and structured products. Comparable in target client profile and product mix.
• Bordier & Cie: Geneva-based independent Swiss private bank focused on private banking, asset management, and tailored advisory for HNW individuals. Comparable in independence, client profile, and product breadth.
• Reichmuth & Co: Lucerne-based Swiss private bank with a strong entrepreneur and HNW focus, offering wealth management, asset management, and corporate finance services. Comparable boutique size and Swiss SME client orientation.
• EFG International: Swiss-listed private banking group headquartered in Zurich serving HNW and ultra-HNW clients with wealth management and investment solutions. Comparable in target client profile, though materially larger.
• Maerki Baumann & Co. AG: Zurich-based independent Swiss private bank specializing in asset management and private banking for HNW/entrepreneur clients. Similar boutique scale, single-headquarters footprint, and family/entrepreneur focus make it a direct comparable.
• Bank Frey & Co. AG: Independent Swiss private bank based in Zurich focused on wealth management, asset management, and corporate finance for entrepreneurs and HNW clients. Closely comparable in scale, ownership structure, and product profile.

Broad incumbents

• Vontobel Holding AG: Swiss-listed financial group offering wealth management, asset management, and investment banking with a strong focus on Swiss mid-/small-cap corporate finance and structured products. Overlaps in corporate finance and structured product niches but at materially greater scale.
• Zürcher Kantonalbank (ZKB): Large Swiss cantonal bank offering universal banking, wealth management, and capital markets services to Swiss SMEs and listed small/mid-cap companies. Directly competes in CHF bond issuance and Swiss mid-cap equity transactions, but at vastly greater scale.
• Julius Baer Group: Major Swiss private banking group serving HNW clients globally with wealth management and investment solutions. Comparable in product breadth but materially larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/helvetische-bank

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Helvetic Bank