As an independent company; our core strength lies in our management team and global network of partners. Because the "open architecture" business model forms the basis of our operations, we remain an independent agent functioning as a totally outsourced service.
We act as an architect and source our wealth management products and services from the highest quality AA rated providers. Our partners include, ABN Amro, Barclays Capital, BNP Paribas, Commerzbank, Deutsche Bank, Goldman Sachs, Merrill Lynch, Societe Generale.
We work with the finest Swiss banks. Our client custodian bank accounts are chosen specifically against the individual requirements of each client. Our partners include, Credit Suisse, Lombard Odier Darier Hentsch & Cie, Liechtensteinsiche Landesbank, and Swissquote Bank.
We introduce our clients to the best-qualified individuals in wealth management and related fields, such as comprehensive legal and tax advice, real estate consulting, as well as estate planning using trusts and foundations.
As the lead advisor, Helvetia Wealth forms the hub of a financial specialist network, which services the complex needs of international private investors.
