Investment advice

Our active investment advisory services are aimed at experienced, so-called qualified or professional private investors, who take a keen interest in what is happening on the financial markets and make their own investment decisions. We provide you with the relevant information at all times.

We analyse your securities portfolio on a regular basis. Your advisor will draw your attention to any changes and provide you with customised solutions. These include, for example, investment ideas as well as option and hedging strategies.

In addition, you benefit from our network in the Swiss capital market, state-of-the-art infrastructure and the many years of experience of our employees. You determine the scope of our advisory services yourself. This means you always have an overview and are able to make your investment decisions in good time. 

Our services for Swiss nationals living abroad

Helvetische Bank AG is the reliable partner in financial matters for private investors and entrepreneurs. As a small, independent universal bank based in Zurich, we endeavour to treat all customers in our target segment equally, regardless of their place of residence and in compliance with legal requirements.

We offer our private clients the following services, among others:

• Asset management
• Investment advice (only possible with domicile in Switzerland)
• Securities trading
• Lombard loans
• Mortgages for private residential property in Switzerland
• Payment transactions (no retail payments)
• E-Banking (only enquiry, no order functions)

Usually, our foreign clients maintain a current account in their country of residence for the purpose of making everyday payments. They deposit longer-term investment assets with Helvetische Bank, which are managed by us in Switzerland in accordance with the client's instructions. It is also possible for clients to manage their assets themselves and give us individual instructions to do so.

Helvetische Bank AG does not maintain any branches in Switzerland or abroad. It is therefore only possible to open an account / custody account at our head office in Zurich.

We look forward to your visit and are also available by phone at any time for a non-binding discussion.