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

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Wealth Management

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

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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.

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Debt Capital
Equity Capital
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Private Banking

In traditional wealth management, we cater to private clients who are accustomed to making independent decisions but lack the time to continuously monitor developments in the financial markets. Our focus is on preserving and sustainably increasing the value of your assets over the long term. Our specialists also assist you with financial matters that extend beyond traditional investment services, such as retirement planning. We adopt a dynamic consulting approach that takes into account your current life situation as well as future changes.

We place particular emphasis on:

  • Independent and objective advice that addresses client needs, along with regular, open dialogue
  • The development of individualized, tailored solutions and support in their implementation
  • High personal commitment and outstanding service
  • Discretion, integrity, continuity, and a strong performance orientation

Get in touch with us today.

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

Marc Lindström

Head of Private Banking

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Helvetische Bank
Seefeldstrasse 215
8008 Zürich

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

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