Independent Asset Managers
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Independent Asset Managers

We are dedicated to meet your needs as an independent asset manager. We support you with individual and flexible solutions. You decide on the level of cooperation, best suitable for you and your clients. Find below a selection of our services tailored specifically to your needs and those of your clients:

  • Classic services such as account management , order execution and custodian services
  • Investment advice
  • Delegated portfolio management
  • Credit and loans such as Lombard credits and mortgages
  • Succession Planning
  • Corporate Finance

Should you wish, we will grant you access to our E-banking system, making it easy to keep an overview over the assets of your clients. In addition, you will have access to our primary research, focusing on Swiss mid- and small cap companies and you will be invited to internal company presentations.

The satisfaction of our clients and partners is our goal. We believe mutual trust is the basis of establishing a long and prosperous relationship.


Oliver Stäheli

Tel: +41 (44) 204 56 38

Write an e-mail

Helvetische Bank

Security, stability and competence - the traditional values of Swiss banking - form the basis of our philosophy and our actions.

Helvetische Bank
Seefeldstrasse 215
8008 Zürich

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