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
Contacts
Name
Title
Email
Social Networks
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.
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
Is Helvetic Trust a venture capital or private equity firm?
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.
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.
What are the contacts of Helvetic Trust?
Helvetic Trust can be reached through its website helvetic-trust.ch and its LinkedIn page. Its general enquiries address is info@helvetic-trust.ch. 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.
Can I access Helvetic Trust data via API or MCP?
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.
When was the Helvetic Trust profile last updated?
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 09 January, 2026. Something out of date here? Report it — we re-run that firm within 48h and get back to you.