Mandate & appetite
- Preferred strategies
- —
- Target geographies
- EuropeGlobal
- Typical ticket
- —
- AUM
- 1 B - 1.5 B
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Helvetic Trust is a Zurich, Switzerland-based asset manager and multi-family office. Founded in 2001 by Kaspar Grob, with additional offices in Bern, Lausanne, and London.
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Corporate
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Switzerland
Swiss Capital Wealth Management AG is a family office based in Switzerland. The firm focuses on wealth management and investment strategies for high-net-worth individuals and families.
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Zeltweg, Steiermark, Austria
Swiss Family Holding is an independent family office that specializes in wealth management and investments services.
Insurer
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Switzerland
Family Office · $700m AUM
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Zurich, Europe
Swisspartners is a Zurich, Switzerland-based multi-family office and RIA with additional offices in Geneva, Liechtenstein, Austria, and the Cayman Islands. The firm serves high-net-worth clients with comprehensive family office services.