Helvetican was founded by innovative entrepreneurs in 2018 and is regulated by the Financial Services Standards 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.
Our vision is to be our client’s most valuable and precious partner by being a wealth and asset management firm which provides innovative solutions knowing the goal of the client’s financial well being.
If you appreciate the Swiss way of Banking you will appreciate Helvetican. We complement traditional, personal and dedicated service with latest technologies and a user experience driven digital wealth platform. With Helvetican, you have access to our extensive private wealth management ecosystem and partner network.
As a high-performing team we are bigger than the sum of our parts. We bring together a group of professionals from diversified areas of expertise.
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Helvetican AG is a member of the VQF (Financial Services Standards Association) 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 FINMA with regard to the exercise of wealth management. This takes into account both investor protection and legal obligations.