Helvetia Wealth Overview
- Type
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Wealth Management Firm
- Year Founded
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2005
Helvetia Wealth General Information
Description
Helvetia Wealth was a wealth management firm based in Zurich, Switzerland. Founded in 2005, the firm provided private banking services, asset management, family office services and financial planning. The assets of the firm were managed and administered by the board of directors. The company is no longer in business and is not tracked by PitchBook.
Contact Information
Institution Type
Wealth Management Firm
Corporate Office
- Rämistrasse 6
- 8001 Zurich
- Switzerland
Helvetia Wealth Commitment Analytics
Commitments by Fund Type
Commitments by Region
Helvetia Wealth Investment Allocations
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Target PE:Current PE:% Actual
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Target Real Estate:Real Estate:% Actual
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Target Equities:Current Equities:
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Target Fixed Income:Fixed Income:
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Target Cash:Current Cash:
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