Helvetic Trust

Zurich, Switzerland Founded: 2001 • Age: 25 yrs
Provides comprehensive wealth management services to clients.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products - Services tracked
Competitors 9 Brand Intelligence

About Helvetic Trust

Helvetic Trust is a company based in Zurich (Switzerland) founded in 2001 by Kaspar Grob. It operates as a B2B. Helvetic Trust operates in a competitive market with competitors including Vontobel, Julius Baer, CA Indosuez Wealth, Lombard Odier and Banque Pâris Bertrand, among others.

  • Headquarter Zurich, Switzerland
  • Founders Kaspar Grob
  • Sectors
    Financial Services
  • Phone
    Locked
  • Website
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  • Social
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Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
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People of Helvetic Trust

Headcount 1-10
Employee Profiles 24
Board Members and Advisors 5
Employee Profiles
People
Remy Schraner
Senior ESG Advisor
People
Camiel Janssen
Senior Partner
People
Leandra Oertig
Senior Partner
People
Stephan Konrad
Senior Partner

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Board Members and Advisors
people
Kaspar Grob
Chairman
people
Jürg Braunschweiler
Vice-President
people
Renzo A. Berger
Board Member
people
Simon Koenig
Board Member

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Funding Insights of Helvetic Trust

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Detailed funding history for Helvetic Trust

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Helvetic Trust

Investments
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Investment portfolio details for Helvetic Trust

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  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Helvetic Trust

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Detailed financials for Helvetic Trust

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  • Historical revenue
  • Profit trends
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  • Financial ratios

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Helvetic Trust Comparisons

Helvetic Trust Primary company
Description
Provides comprehensive wealth management services to clients...
Location
Zurich, Switzerland
Founded Year
2001
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Helvetic Trust

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  • Named peers
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Competitors of Helvetic Trust

Helvetic Trust operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Vontobel, Julius Baer, CA Indosuez Wealth, Lombard Odier and Banque Pâris Bertrand, among others.

Company Name Domain Founded year HQ Location Description
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Provider of wealth management services
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Private Banking firm offering wealth management services
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Provider of wealth management services
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Provider of wealth management services
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Wealth management and investment advisory services are provided to clients.
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Offers private banking, investment management, and advisory services globally.
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Detailed competitors of Helvetic Trust

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  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

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Latest news on Helvetic Trust

Wingtra closes Series B1 fundraising round
Startupticker1 year ago
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Complete news archive for Helvetic Trust

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  • Older coverage
  • Brand-specific news history

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Frequently Asked Questions about Helvetic Trust

Helvetic Trust was founded in 2001.

Helvetic Trust is headquartered in Zurich, Switzerland.

Helvetic Trust, led by Kaspar Grob as Founder, specializes in offering financial products and advice, managing wealth portfolios, managing assets, and private banking. Provides comprehensive wealth management services to clients. The team drives innovation, quality service, and sustainable practices to achieve excellence and client satisfaction.

Helvetic Trust's top competitors include Julius Baer, CA Indosuez Wealth and Vontobel.

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