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Helvetia Investment Advisors S.A.

Multifamily office listing in Lugano, Switzerland.

SEC-registered
Founded 2014

Regulatory AUM: $507 million
Employees: 1
Founded: 2014
Published minimum: $100,000

Independent Swiss financial advisory firm and multi-family office serving private and institutional investors, with particular experience supporting clients holding US status.

Overview

Helvetia Investment Advisors SA describes itself as an independent Swiss financial advisory firm and multi-family office for private and institutional investors. The firm focuses especially on clients with US status and says it is registered as an investment adviser with the US Securities and Exchange Commission. It also states that it belongs to a self-regulatory organization for asset managers recognized by Switzerland’s FINMA.¹²³

History

Helvetia Investment Advisors SA was established in Lugano, Switzerland, in 2014.¹

Leadership

The firm identifies Giampaolo Bonalumi as Founder and Managing Partner, Claudio Albert as CEO, Chiara Parodi as Chief Investment Officer, Luca Conti as Senior Relationship Manager, Peter O’Driscoll as Board Member, and Luisa Carlotta Turati as Designated Risk Manager and Compliance Officer.¹

Services

Helvetia provides discretionary and advisory asset management mandates designed for core portfolios with long-term objectives. Its financial reporting services include tax reporting, portfolio analysis and consolidation, performance analysis, and income and capital gain or loss reports.⁴

The firm’s family office services cover asset supervision, performance and fee audits, risk audits, tax and consolidated reporting, art consulting, real estate consulting, family governance, wealth planning, and M&A projects. Its offering also includes tax and estate planning, Next Gen support, trust management, philanthropy, and succession planning.⁴

Helvetia provides life insurance policy services for US persons structured to comply with US legislative requirements.⁴

What the firm offers

Investment management
Financial planning
Tax planning
Estate planning
Philanthropy
Family governance and education
Risk and insurance
Private and alternative investments
Cross-border planning

Client Focus

Helvetia says it serves US citizens and their families, independent asset managers, public and private banks, individual clients, institutional clients, and affluent families with intergenerational wealth needs.¹⁴

Approach

The firm describes its approach as tailored and internationally diversified wealth management supported by a multi-currency platform, investment expertise, transparency, and personalized service.¹

Assets and Minimums

Helvetia’s current Form CRS states that it offers portfolio management and financial consulting to retail investors on discretionary or non-discretionary terms. The stated account minimum is $100,000, although the firm says this minimum may be waived.⁵

By the numbers

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 171155. As of September 1, 2026.

Regulatory assets under management
Year	Regulatory AUM	Discretionary	Non-discretionary
2016	$40 million	$3 million	$37 million
2017	$49 million	$4 million	$45 million
2018	$57 million	$8 million	$49 million
2019	$60 million	$8 million	$52 million
2020	$220 million	$160 million	$60 million
2021	$241 million	$42 million	$198 million
2022	$262 million	$24 million	$238 million
2023	$334 million	$221 million	$113 million
2025	$370 million	$316 million	$55 million
2026	$507 million	$426 million	$81 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 171155. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of September 1, 2026.

Average AUM per client
Year	Average AUM per client
2018	$3 million
2019	$2 million
2020	$7 million
2021	$7 million
2022	$6 million
2023	$7 million
2025	$4 million
2026	$4 million

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 171155. "<5" means the firm reported fewer than 5 clients of that type. As of September 1, 2026.

Clients by type
Client type	Clients (2026)
Individuals	6
High net worth individuals	131

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 171155. As of September 1, 2026.

Employees reported on Form ADV
Year	Employees
2016	2
2017	2
2018	2
2019	2
2020	2
2021	2
2022	2
2023	2
2025	1
2026	1

FAQs

Is Helvetia Investment Advisors registered with the SEC?

Helvetia states that it is registered as an investment adviser with the US Securities and Exchange Commission.³

What family office services does Helvetia provide?

Its family office offering includes reporting, asset supervision, audits, tax and estate planning, family governance, wealth planning, trust management, philanthropy, succession planning, art and real estate consulting, and M&A projects.⁴

Who does Helvetia serve?

The firm identifies US citizens and their families, independent asset managers, public and private banks, individual and institutional clients, and affluent families with intergenerational wealth needs as part of its client base.¹⁴

LocationMultifamily offices in Lugano
This page provides a regional reference for comparing multifamily offices in Lugano and nearby Swiss markets. It can help a family or business owner consider how Helvetia's investment management, planning, governance, and cross-border services fit within the local advisory market.
Network siteOffshoreTrusts.com
OffshoreTrusts.com offers guides on international trusts and cross-border asset planning. These materials may help US-status clients and other internationally connected families identify questions about trust structures, tax coordination, estate planning, and ownership across jurisdictions before speaking with a Swiss adviser.
Network siteFamilyOfficeDatabases.com
FamilyOfficeDatabases.com contains directories of family offices and investors. A prospective client can use them to understand how firms serving private and institutional investors are grouped, compare providers by geography or focus, and prepare a more informed shortlist for Swiss or cross-border advice.
GuideMFO fee models compared
The MFO fee models page explains common ways multifamily offices charge for advice and investment services. Reviewing these structures can help an owner ask clearer questions about costs, service scope, portfolio management, and planning work when assessing a Swiss firm.
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Profiles of Safira Wealth Management, T&T International Wealth Management AG, and ICAM & Partners SA provide points of comparison among firms listed on this site. Reading them may help a family or business owner examine differences in services, locations, client types, and cross-border capabilities.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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