Active Advisory
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Active Advisory

Our active advisory offering and brokerage are aimed at experienced, so-called qualified investors who have a strong interest in financial market developments and who make their investment decisions independently. We provide you with the relevant information to this end at all times.

We analyze and monitor your securities portfolio on an ongoing basis. Your advisor informs you of changes to the risk profile of your portfolio and provides you with tailor-made solutions. These include short-, medium- and long-term investment ideas, reallocation recommendations, risk management, and options and hedging strategies.

In addition, you benefit from our network in the Swiss capital market, our state-of-the-art infrastructure and the many years of experience of our employees. It is you who determines the scope of our advisory services. This allows you to maintain a constant overview and to make timely investment decisions.


Katrin Inäbnit

Tel: +41 (44) 204 56 39

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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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