Selecting the right wealth management partner is one of the most important financial decisions you'll make. At Helvetica Assets, we understand that you have many options, and we're committed to demonstrating why we're the right choice for you and your family.
As a registered investment advisor, we operate under a fiduciary standard, which means we are legally and ethically obligated to act in your best interest at all times. Unlike brokers who operate under a suitability standard, we cannot recommend products or strategies that benefit us at your expense. Our compensation structure is completely transparent, with no hidden fees, commissions, or conflicts of interest.
Our team brings together professionals with diverse expertise across all aspects of wealth management. Our advisors hold advanced certifications including:
With over 25 years of experience serving high-net-worth individuals and families, we have a demonstrated track record of delivering consistent, risk-adjusted returns while helping clients achieve their financial goals. Our investment philosophy is grounded in academic research and time-tested principles, not market timing or speculation.
We limit the number of clients we serve to ensure that each client receives the attention and service they deserve. Your dedicated relationship manager will know you, your family, and your financial situation intimately, allowing for truly personalized guidance and proactive service.
Unlike firms that focus solely on investment management, we provide comprehensive wealth management services that address all aspects of your financial life:
Our state-of-the-art client portal provides 24/7 access to your accounts, performance reports, documents, and secure messaging. You'll always know exactly where you stand, with clear, jargon-free reporting that focuses on what matters most to you.
With offices in New York, Stansted, and Zurich, we have the global reach to serve clients wherever they are, combined with the personalized service of a boutique firm. Whether you're based in the United States or abroad, we can provide the expertise and support you need.
As an independent firm, we have no proprietary products to sell and no quotas to meet. This independence allows us to provide truly objective advice and select the best solutions for your specific needs, regardless of provider.
Schedule a complimentary consultation to discuss your financial goals.
