Helms Family Office
Geneva multi family office and alternative asset manager (HELMS Family Office SA); family office, wealth and asset management, fund services and corporate finance.
USEFUL FOR Business owners seeking a long-term partner · Co-investors
Identity
- HEADQUARTERS
- Geneva, Switzerland
- FOUNDED
- 2019
Investment approach
- SECTORS
- Consumer & E-commerceFintechHealthTechBiotech & Life SciencesIndustrial & ManufacturingMedia & EntertainmentSoftware & SaaSArtificial IntelligenceClimate & Energy
- GEOGRAPHY
- EuropeMiddle EastAfrica
- STAGES
- GrowthBuyout
- ROUTES
- Direct investments
- STRATEGIES
- Direct investmentsPrivate equityVenture capitalHedge fundsReal estate
Overview
HELMS Family Office SA in Geneva calls itself a specialised Swiss multi-family office and alternative asset manager, operating alongside HELMS Asset Management. It offers family office solutions for ultra-wealthy families, wealth management, fund administration services and corporate finance. In private equity and venture capital it invests clients' capital, directly or via strategy funds, in companies across the EMEA region, from venture and growth capital to mezzanine and leveraged buyouts.
Investment thesis
Invests, advises and structures clients' capital in quality EMEA companies to create long-term sustainable value; for direct investments it aims to add value by providing patient capital and operational support to existing management teams.
People
- Frédéric CarbonnierManaging Director and Head of Investment Committee · source
- Abbas AltafHead of Alternative Investments · source
- Waheed HussainBoard Member and Financial Advisor · source
- Moulay Hichame BalouzSenior Vice President and Advisory Board Member · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Helms Family Office is a multi family office based in Geneva, Switzerland, founded in 2019.
Helms Family Office invests directly in companies. Its stated asset mix includes direct investments, private equity, venture capital, hedge funds and real estate.
Helms Family Office invests at Growth and Buyout stages in Consumer & E-commerce, Fintech, HealthTech, Biotech & Life Sciences, Industrial & Manufacturing, Media & Entertainment, Software & SaaS, Artificial Intelligence and Climate & Energy.
Key people at Helms Family Office include Frédéric Carbonnier (Managing Director and Head of Investment Committee), Waheed Hussain (Board Member and Financial Advisor), Abbas Altaf (Head of Alternative Investments) and Moulay Hichame Balouz (Senior Vice President and Advisory Board Member).