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About Us

Excellent services in the areas of asset management and advisory as well as structured products, corporate finance and research.

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History
Board of Directors
Management
Career

Wealth Management

Active Advisory and Private Banking, focused on the Swiss capital market - we work with commitment, efficiency and partnership.

Overview
Private Banking
Asset Management
External Asset Managers
Further Offers

Corporate Finance

Our core competence: corporate financing (debt and equity) and advice on private and public M&A transactions.

Overview
Debt Capital
Equity Capital
M&A
Further Services
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Your reliable partner in financial matters for entrepreneurs, private investors and external asset managers.

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Personal, entrepreneurial, honest, innovative, independent, Swiss.

We combine the traditional values of Swiss banking - security, stability and expertise - with innovative solutions for our customers.

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Guide / Research

  • WegWeiser vom 03.08.2026

    Kommentar zu Interroll (H1 2026 und Conference Call) - Geflüster über künstliche Intelligenz im Realitätscheck

  • WegWeiser vom 31.07.2026

    Kommentar zu Holcim (Q2 2026) - Geflüster über das Import-Verbot von ausländischen Robotern (v.a. aus China) in die USA

  • WegWeiser vom 30.07.2026

    Kommentar zu Kardex (H1 2026) - Geflüster über die unveränderten Leitzinsen des Fed in den USA

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Our Services

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Wealth Management

We combine our clearly structured investment process with an ongoing assessment of the current market environment in order to adjust allocations at short notice if necessary.

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Corporate Finance

Our corporate finance offering in the Swiss capital market is aimed primarily at medium-sized companies and their owners as well as listed small and mid-cap companies.

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Products

We create customised products for our customers.
Our goal: customised - understandable - competent

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Address

Helvetische Bank
Seefeldstrasse 215
8008 Zürich

Tel +41 44 204 56 00
Fax +41 44 204 56 99

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