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 Management

Helvetic Trust

The Uraniastrasse 12 office likely functions as a hub for wealth management and family office services in Zürich.

Uraniastrasse 12

This office in Bern likely focuses on client relationship management and strategic partnerships.

Christoffelgasse 3

Helvetic Trust's headquarters in Rochester, NY, United States

Stefan Unternährer

Reto Frei

Benno Arnold

Remy Schraner

Jérémy K. Grob

Nima Schiess

Yves Mehmann

Wolfgang Bussmann

Urs Frutig

Stephan Konrad

Stefano Pierini

Ruth Fischer

Roger Eichenberger

Piotr Kulikowski

Nicandro Barile

Markus W. Gräff

Leandra Oertig

Kay Fischer

Herbert Erb

Frank T. Hoppach

Fabio Gilardoni

Didier Jeanjaquet

Camiel Janssen

Roger Haffter

Kaspar Grob

Jürg Braunschweiler

Renzo A. Berger

Simon Koenig

Ursula Egli

The Legal Team at Helvetic Trust plays a crucial role in ensuring the company operates within the legal framework while safeguarding its interests. They provide expert advice on regulatory compliance, draft and review contracts, and manage legal risks associated with the company’s diverse financial services. Additionally, the team supports strategic initiatives by navigating complex legal issues in wealth management, asset management, and venture investments.

Legal Team

This department is responsible for managing client relationships and ensuring customer satisfaction.

Account Management

This department oversees strategic direction and governance for the organization.

Executive Leadership

This department provides support and guidance for families, focusing on financial and personal stewardship.

Family Services

This department manages financial planning, budgeting, and human resource functions to support organizational growth and employee wellbeing.

Finance and Human Resources

The Finance and Compliance Team at Helvetic Trust ensures the company's financial integrity and adherence to regulatory standards. This team manages financial reporting and analysis, oversees compliance with legal and ethical guidelines, and collaborates on ESG initiatives to align with sustainable investment practices. By doing so, they support the long-term vision of the company and safeguard stakeholder interests.

Helvetic Trust

Org chart

Board & advisors

Teams

Legal Team

Account Management

Executive Leadership

Family Services

Finance and Human Resources

Finance and Compliance Team

Offices

Helvetic Trust

Org chart

Board & advisors

Teams

Legal Team

Account Management

Executive Leadership

Family Services

Finance and Human Resources

Finance and Compliance Team

Offices

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