Helvetican was founded by innovative entrepreneurs in 2018 and is regulated by the Financial Services Standard Association (VQF).
As an advisory firm Helvetican provides investment management, consulting and planning services for individuals, businesses and sovereign wealth funds.
Our ambition is to become the best multi-custodial investment platform for our clients. Without compromising personal advisory / relationships, Helvetican offers outstanding services within the investment world.
Objective, disciplined and intelligent.
Utilising multiple sources provides synergies that rarely exist and deliver a new type of investment portfolios for a new era.
A simple, effective and efficient process allows you to choose your preferred investment strategy.
The Helvetican Robo-Advisor assists you and matches your risk profile with the right portfolio.
Active portfolio and risk management process enhances your portfolio resilience during phases of negative market trends. The investment objective is to participate in up trending markets and to actively reduce the portfolio risk.
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Helvetican AG is a member of the VQF (Association for Quality Assurance of Financial Services) participating as an industry organization for wealth management and as a self-regulatory organization under the money laundering act.
As a member of the VQF, Helvetican AG is subject to the rules of conduct defined by the Swiss Financial Market Supervisory Authority with regard to the exercise of wealth management. This takes into account both investor protection and legal obligations.