Helvetic Trust AG

Overview

FINMA lists Helvetic Trust AG in Zürich as a licensed portfolio manager supervised by AOOS, Schweizerische Aktiengesellschaft für Aufsicht.¹ The firm describes itself as legally and financially independent, with active partners holding all of its share capital.²³

History

Kaspar Grob established Helvetic Trust in 2001, and the business subsequently developed into a wealth manager and multi family office.² The firm reports six consecutive wins in the BILANZ asset manager rating’s “dynamic” category.²

Leadership

In an announcement dated October 28, 2025, Helvetic Trust named Stefano Pierini to Executive Management with immediate effect.⁵ He succeeded Urs Frutig, who continued as Senior Partner after developing the Bern office.⁵

Pierini joined the firm in 2018 following 34 years at UBS.⁵ His experience includes portfolio management, Swiss and international private banking, and leadership of a Benelux department.⁵ His qualifications include CIIA certification and completion of the Swiss Finance Institute Executive Program.⁵

Services

The family office service begins with an assessment of clients’ values, goals, assets and governance responsibilities.⁴ Organisational work can include establishing legal structures and private secretariats, documenting investment restrictions and selecting managers.⁴

For foundations, the firm provides establishment and administration services.⁴ This work includes accounting, payments and annual statements, alongside preparation for board meetings and recording minutes.⁴ A digital application platform also forms part of the offering.⁴

Ongoing services include reviewing investment mandates, succession planning and consolidated reporting across banks.⁴ The firm also handles private and corporate accounting and concierge services.⁴ Its work with individual assets extends to acquisitions, disposals and management of real estate, collections, yachts, private jets and private equity holdings.⁴

Helvetic Trust coordinates clients’ existing providers and works with external advisers in tax, law, art and real estate, as well as independent asset managers and fiduciary partners.⁴ Its separate private equity offering covers finding and assessing private market opportunities and arranging financing.³

What the firm offers

• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Private and alternative investments

Client focus

The family office service serves families, foundations and institutional organisations that require asset structuring.⁴ The October 2025 leadership announcement also identifies high net worth individuals and family offices among the firm’s clients.⁵

Investment philosophy and approach

The firm says independence and investment discipline over the long term underpin its wealth management approach.³ For its Swiss equity strategy, it seeks companies whose financial strength combines strong balance sheets with above average cash flows and sustained growth in operating earnings.³

In family office advice, Helvetic Trust emphasises transparency and oversight of clients’ overall wealth, with decisions aligned to their values.⁴

FAQs

Related resources

• LocationMultifamily offices in Zurich

  This Zurich-focused page helps readers compare the local multifamily office market and understand which firms serve wealthy families and business owners in Switzerland. It provides useful regional context when considering services such as tax planning, estate planning, fiduciary work, family governance, administration, and private or alternative investments.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com offers a separate directory for researching corporate venture capital firms. Business owners considering Helvetic Trust's private and alternative investment services can use it to understand how corporate investors differ from a multifamily office and identify possible areas for further research.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides databases covering family offices and investors. A family or business owner can use these listings to research the broader advisory ecosystem, compare firms by region or focus, and clarify how Helvetic Trust's planning, fiduciary, philanthropy, and investment services fit their needs.

• GuideQuestions to ask a multifamily office

  The questions to ask a multifamily office page helps prospective clients prepare for introductory discussions. Its prompts can support conversations about tax and estate planning, trusts, bill payment, family education, governance, investment oversight, communication, and the practical needs of a family or business owner.

• Similar firmsBaumgartner Family Office AG
  Safira Wealth Management
  Altrana Advisory AG

  Profiles for Baumgartner Family Office AG, Safira Wealth Management, and Altrana Advisory AG offer similar comparison points on this site. Reviewing these firms can help readers identify differences in service mix, client focus, and regional presence before discussing Helvetic Trust's family office and wealth management services.

Sources

1. FINMA list of licensed portfolio managers As of March 28, 2026. Accessed October 23, 2026.
2. Helvetic Trust portrait Accessed October 23, 2026.
3. Helvetic Trust website Accessed October 23, 2026.
4. Family office services Accessed October 23, 2026.
5. Executive Management announcement Published October 28, 2025. Accessed October 23, 2026.

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.