Unsurpassed
levels of
Service

Asset Management

Boutique firm with global reach.  

We provide holistic Asset Management services for individuals, families, businesses and sovereign wealth funds. As a boutique firm, we have an advantage when it comes to serving our clients global business as well as personal needs and interests. We make use of the latest technologies available today when we manage liquid portfolios.

Private Equity

Individual Advisory Services

Our extensive network gives us access to professional partners in most of the world with a focus in Europe, Central Eastern Europe, Middle East and Southeast Asia. Whether our clients would like to have distressed assets they would like to liquidate in a Private Equity deal; search for a specific item which completes a Collection that is valuable to them - we are a strong and trustworthy partner that delivers fast results.

Exclusive Properties

Unique property network

With our experience and unique network, we have the best prerequisites to find your dream property. We support you both in the purchase and sale of exclusive estates. Helvetican accompanies its valuable clients through the individual phases from the first viewing to the successful conclusion of a contract.

Multi-Family Office

Comprehensive wealth management plan

Helvetican provides advice and services for wealthy families under a comprehensive wealth management plan. It requires a deep understanding, well coordinated, collaborative effort by a team of professionals from the investment, legal, insurance, business and tax industry to provide the scale of planning, advice and resources needed. Based on our extended network of dedicated professionals in a large range of industrial areas we support you and your family.

Explore Our
Projects

Salzstadel Property Acquisition

Digital Wealth Management Platform

Envy Professional