Helvetican was born in 2018 out of the ambition to combine the strengths of human being and digital interaction in the world of banking.
Helvetican, based in Switzerland, is a registered investment advisory firm providing investment management, consulting, and planning services for individuals, businesses and sovereign wealth funds on a fee-for-service basis.
Together with strong partners such as custodians, asset managers and universities we have built a financial uncompromising digital platform for the benefit of a demanding and professional investor community accessable to enhance their wealth.
Our vision is to be a valuable and precious asset for our client´s by creating a wealth and asset management firm which provides innovative solutions knowing the goal of the client’s financial well being.
To treat clients, colleagues and partners with highest integrity and honesty by creating a environment to jointly benefit from success and happiness. Respect rules and regulations and care for the one world we all live in assuring life for the next upcoming generations.
In 1995 Markus completed his Commercial College KVS in Schaffhausen. In 1995 he started his career at SBV Schweizerischer Bankverein followed by UBS Warburg. In 2002 Markus joined GAFM AG Global Asset- and Fundsmanagement where he was responsible for the Swiss and Middle Eastern market focussing on HNWI and UHNWI. From 1996 to 2000 Markus was a State Senator of the Canton of Schaffhausen and was Board Member of the House Owner Association (HEV). After 2007 Markus held senior positions within Dexia Private Bank (Switzerland) AG in Bahrain, Euram Bank (United Arab Emirates), UBS AG (Singapore), EFG Bank (Switzerland) and Bank J. Safra Sarasin AG (Switzerland).
Chief Technology Officer
Özgür brings 20 years of experience in Finance and Technology field. Having started his career at Accenture, he has worked extensively within Financial Technology field. Özgür is also cofounder at Helvetican Digital, Partner at Radity and CTO at Swiss Finance + Technology Association.
Member of Investment Committee
Nir Vulkan is a Professor in Economics at Saïd Business School. His research focuses on e-commerce, market design and fin tech. He was the director of the centre for Entrepreneurship in SBS, and is co director of the Oxford online programmes for fin tech, Blockchain strategy and Algo Trading. In the past he taught a hedge fund course, reflecting his long term work on systematic trading with some of the world's leading hedge funds.
Member of Investment Committee / Portfolio Manager
Rami has 11 years of investment experience in public and private equity, fixed income and derivatives covering Emerging and Frontier markets. Prior to joining Helvetican, Rami was a portfolio manager at SICO investment bank in Bahrain managing institutional discretionary multi-asset portfolios. He later joined Amwal Asset Management in Qatar as a Portfolio Manager where he managed MENA-Turkey multi-asset funds and portfolios. During his tenure at Amwal, he set up the Fixed Income Asset Management division and launched Qatar´s first Exchange Traded Fund. The funds he managed earned the firm Qatar´s best asset manager in 2017 and 2018 awarded by EMEA Finance and Qatar´s best asset manager in 2017 by MENA Fund Manager.