Helvetic Trust AG
Family officeZurich · 1 people tracked
Investment thesis
Helvetic Trust is an independent, owner-managed Swiss wealth manager serving high-net-worth individuals, family offices, foundations and institutional investors, offering wealth management, asset management and multi-family-office services.
Source: firm website, verified Aug 3, 2026.
Team · 1 people
from the firm's websiteReto Frei joins Helvetic Trust's multi-family-office team as Senior Partner. He has over 15 years of private banking experience, previously worked as a relationship manager for family offices at UBS and Credit Suisse, and since 2018 served as CFO of an owner-led Swiss single family office overseeing investments in real estate, private equity and listed companies. He holds a CIIA designation and a bachelor's in business economics.
Frequently asked questions
- What sectors does Helvetic Trust AG focus on?
- Helvetic Trust AG focuses on Sector Agnostic.
- Where is Helvetic Trust AG located?
- Helvetic Trust AG is headquartered in Zurich, CH.
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