Helvetic Trust
General contacts
Investor type
PE / Family office
Founded
2001
AUM
-
Location
Zürich, Zürich, Switzerland
$1-5 m
Investment Ticket
Long-term
Investment Horizon
Series B,
Series A,
Late Stage (Series C+)
Investment Stage
Sale to strategic investor,
IPO
Exit Strategy
Investor profile last updated: 27 July, 2026
Profile
Helvetic Trust was founded in 2001 and is wholly owned by its active partners. As an independent asset manager, we tailor our services specifically to the needs of high-net-worth individuals, family offices, foundations, and institutional investors. At our strategic locations, we offer comprehensive solutions in the areas of wealth management, asset management, and family office services. Helvetic Trust is supervised by the relevant Swiss authorities and licensed by FINMA as an asset manager.
Industry
Region of investment
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FAQs about Helvetic Trust
Where is Helvetic Trust located?
Helvetic Trust is located in Zürich, Zürich, Switzerland.
When was Helvetic Trust founded?
Helvetic Trust was founded in 2001.
What sectors and industries does Helvetic Trust invest in?
Helvetic Trust invests in companies and startups in Business Services (B2B), Financial Services, Metals and Mining, Real Estate, Consumer Services (B2C), Fintech, Infrastructure.
What is Helvetic Trust geographical focus of investments?
Helvetic Trust invests in companies and startups in Europe.
At what stages of companies and startups does Helvetic Trust typically invest in?
Helvetic Trust invests in companies and startups at Series B, Series A, Late Stage (Series C+).
What is the usual amount of Helvetic Trust investment?
Helvetic Trust usually invests $1-5 m on average.