Helvetia Wealth AG is a Zürich-based, independent wealth management boutique. Our clients are global private investors with liquid assets in excess of CHF250,000. Family Office services are available for clients with wealth in excess of CHF10M.
Employing the latest methodologies in wealth management, we are well positioned to service the rapidly growing demand for wealth management services. This demand is the result of globalisation and the increased prosperity it engenders. There are now in excess of 7.6 million High Net Worth Individuals (HNWI) worldwide. Since 2002, this market has grown at a rate of 7.5% p.a. And total assets under management now exceed CHF36 Trillion.
