Leading financial magazine acknowledges outstanding service
Helvetia Wealth is one of seven nominees for the title of Boutique Wealth Management Firm
of the Year 2009-2010. Presented by Spears, the multi-award-winning wealth management
and luxury lifestyle brand, the Award will be going to “a dynamic firm with under £1.5 billion
assets under management which has delivered outstanding service to its clients”.

A delegation representing the International Forestry Fund visited China in September to meet with provincial governors and their senior forestry officials. In Beijing the delegation visited the State Forestry department and learnt about the past challenges and current opportunities that exist in China's thriving forestry sector. Of special interest were the provinces of Hainan and Anhui and an extremely warm welcome was given to our visiting delegation which included Mr Bertie Ahern, Chairman of the International Forestry Fund along with fellow directors Mr. Trevor McHugh, Mr. Paul Brosnan and Mr. Ottmar Ruoff.

A pioneering, contemporary and responsible corporate culture.
One of the fastest-growing financial services providers in Switzerland, Helvetia Wealth combines the respected traditions of Swiss banking culture at its finest with a contemporary, pioneering and individual approach to investment.

Zurich/London/Glasgow: Helvetia Wealth AG announced today that it has bought Glasgow-based City Gate Money Managers Limited and a controlling stake in London-based TAM Asset Management, both providing investment products and services to financial intermediaries and investors, for an undisclosed sum. With these acquisitions, Helvetia Wealth has increased its assets under management to more than CHF 1 Billion, just four years after its foundation as an independent wealth manager.

Dublin / Zurich: The International Forestry Fund – a joint venture of the Irish Forestry Fund and Helvetia Wealth AG of Switzerland – today announced that the former Irish Prime Minister Bertie Ahern will become Chairman of the fund as of January 1, 2010.

Published by Business and Finance Magazine on the 18th May 2007 in the KPMG Financial Services Excellence Awards, Helvetia Wealth dared to buck the trend and advise our defensive strategy. By July 2007 we had exited 90% of all our clients single equity exposures.

Asset manager Helvetia Wealth wants to pique investor attention with a new fund investing in timber production.

Helvetia Wealth acquires 2 new partner asset management companies

Helvetia Wealth AG announces aggressive acquisition strategy Zurich, 17th October, 2008 In response to the current market turmoil Helvetia Wealth today announces it has finalised its corporate strategy to provide its shareholders, and employees with an opportunity to emerge and prosper from the financial markets darkest hour.