Devoted. Accomplished. Helvetican

We treat clients, colleagues and partners with highest integrity and honesty by creating an environment to jointly benefit from success and happiness. Respect rules, regulations and care for the one world we all live in assuring life for the next upcoming generations.

Meet our team

Devoted. Accomplished. HELVETICAN.

We treat clients, colleagues and partners with highest integrity and honesty by creating an environment to jointly benefit from success and happiness. Respect rules, regulations and care for the one world we all live in assuring life for the next upcoming generations.

Helvetican solutions are tailored for our clients' unique needs.

We provide holistic Wealth 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 as well as with our ongoing project of creating a proprietary, multi custodian Digital Wealth Platform.

When it comes to Asset Management of liquid assets, we have our own dynamic and systematic Portfolio strategies with a focus on risk management pursued via large asset allocation shifts based on systematic risk management techniques. An integrated part of the portfolio management is the use of algorithms to collect and analyse global macro and market data and that way support the allocation process.

Our clients have very specific and individual needs, which cater to in our wide array of 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: diversify their liquid portfolios into Real Estate in a specific region; 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.

Meet the helvetican family

Markus HERMANEK

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Rami JAMAL

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Prof. Nir VULKAN

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Michael ORTHEY

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Alex GUY

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