Mathias Helbling

Mathias Helbling is an experienced financial professional with a background in client advisory and wealth management. Currently serving as a Kundenbetreuer at Invest-Partners Wealth Management AG since February 2024, Mathias previously held similar roles at Swiss Asset Partners Vermögensverwaltungs AG and Brevalia AG. Prior to these positions, Mathias accumulated extensive experience at Credit Suisse and UBS, functioning as a Client Advisor for nearly a decade. Mathias holds a degree in Betriebsökonom FH from HWZ University of Applied Sciences in Business Administration Zurich and earned the Finanz- und Anlageexperte designation from AZEK.