Helvetic Trust
Partner-owned Zurich wealth manager and multi-family office founded in 2001 by Kaspar Grob; offices in Bern, Geneva and London.
Identity
- HEADQUARTERS
- Zurich, Switzerland
- OFFICES
- Bern, Switzerland · Geneva, Switzerland · London, United Kingdom
- FOUNDED
- 2001
Investment approach
- STRATEGIES
- Public equitiesPrivate equity
Overview
Helvetic Trust AG was founded in 2001 by Kaspar Grob and describes itself as an independent, owner-managed asset manager and multi-family office. Its share capital is held entirely by its active partners. Services cover discretionary asset management, family-office services for families, foundations and institutions, a Swiss equity fund and private-equity mandates. It has offices in Zurich, Bern, Geneva and London.
Investment thesis
Its Swiss equity strategy targets quality companies with solid balance sheets, above-average cash flows and long-term growth in operating earnings.
People
- Benno ArnoldCIO Swiss Equities; Senior Partner · source
- Leandra OertigHead of Portfolio Management; Senior Partner · source
- Kaspar GrobFounder; Chairman and Managing Senior Partner · source
- Jürg BraunschweilerVice-Chairman of the Board · source
- Renzo A. BergerSenior Partner; Board Member · source
- Ursula EgliBoard Member · source
- Simon KönigBoard Member · source
- Stefano PieriniManaging Senior Partner · source
- Stefan UnternährerManaging Senior Partner · source
- Reto FreiSenior Partner · source
- Fabio GilardoniSenior Partner; Family Officer · source
- Walter E. SchmidFamily Officer; Head of Foundations · source
- Roger EichenbergerSenior Partner; Head of Bern Office · source
Frequently asked questions
Helvetic Trust is a multi family office based in Zurich, Switzerland, founded in 2001.
Helvetic Trust does not publicly state whether it puts its own money into companies or invests through funds. Its stated asset mix includes public equities and private equity.
Key people at Helvetic Trust include Kaspar Grob (Founder; Chairman and Managing Senior Partner), Jürg Braunschweiler (Vice-Chairman of the Board), Renzo A. Berger (Senior Partner; Board Member) and Ursula Egli (Board Member).