Helvetic Trust is a family office - multi based in Zurich, Switzerland, founded in 2001. Verified contact details, AUM data, and investment preferences on FindLPs.
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.
Investment types: Buyout, Private Equity, Growth/Expansion, Real Estate - General, Venture Capital, Venture Capital - Early Stage, Venture Capital - Later Stage
Sectors & themes: Commercial Property Acquisition & Development, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning, Equity/Mutual Funds, Investment Management, ETFs, Debt Management, Capital Markets Real Estate, Real Estate Investment & Development, Finance, Financial Services, Traditional Investments (Liquid Assets)
Preferred geographies: Africa, Americas, Asia, Canada, Europe, Middle East, Oceania, United States
Location: Uraniastrasse 12\nZurich\n8001\nSwitzerland
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.