Helvetia Wealth is a leading financial services provider based in Zurich, Switzerland. The core business is the provision of Swiss private banking solutions and asset management services. The firm using an ‘Open Architecture’ business model sits at the centre of a network of ‘best of class’ third party suppliers and are able to bring progressive institutional wealth management products and services to the wider market.

We use the latest approaches in wealth management and 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 over 10.0 million High Net Worth Individuals (HNWI) worldwide and this market is advancing at a rate of 8.1% p.a. The total assets under management now exceed $39 trillion and this figure us set to increase to $48.5 trillion by 2013.*





*Source: World Wealth Report 2010