$36.4B+
Assets Under Advisory
5,200+
Private Clients
18+
Years of Excellence
4
Swiss Offices
Our Services
Tailored solutions for discerning clients
Every engagement begins with understanding your unique financial landscape. We craft bespoke strategies that align with your ambitions and protect what matters most.
Wealth Preservation
Sophisticated portfolio strategies designed to protect and grow generational wealth through disciplined, research-driven investment approaches.
Tax Optimisation
Strategic tax planning structures tailored to your jurisdiction, reducing your tax burden while ensuring full regulatory compliance.
Estate & Trust Planning
Comprehensive succession and trust structures to safeguard family assets across generations with Swiss-standard discretion.
Corporate Treasury
Multi-currency treasury management, international payment orchestration, and cash-flow optimisation for businesses of distinction.
Our Approach
Swiss discretion meets
modern sophistication
For over a decade, we have served families, entrepreneurs, and institutions who value privacy, precision, and a long-term perspective on wealth.
Client Satisfaction
98.7%
Based on 2024 survey
Strategic Planning
Intelligent tax structures
for global citizens
Our team of advisors works alongside leading tax counsel to design compliant structures that meaningfully reduce your effective tax rate — across income, capital gains, inheritance, and corporate obligations.
Tailored strategies designed to enhance long term wealth preservation while supporting tax efficiency across jurisdictions.
Our Heritage
Over a decade of Swiss
banking excellence
Founded in Zürich in 2008 during one of the most tumultuous periods in global finance, Helvetia Private Bank was established with a singular conviction: that enduring wealth is built not on speculation, but on disciplined stewardship, absolute discretion, and an unwavering commitment to the Swiss banking tradition.
A legacy born from conviction
What began as a boutique advisory practice in Zürich’s Bahnhofstrasse has grown into a distinguished private bank with offices in Geneva, Lugano, and Basel — serving over 5,200 private clients, family offices, and select institutions across more than 40 jurisdictions.
Our founders believed that Switzerland’s centuries-old banking heritage — its neutrality, rule of law, and respect for privacy — provided the ideal foundation for a new kind of private bank: one that combined old-world values with modern portfolio science, transparent fee structures, and institutional-grade technology.
Today, with over $36.4 billion in assets under advisory, Helvetia Private Bank remains privately held and fiercely independent. We answer only to our clients — never to public markets, activist shareholders, or quarterly earnings pressure. This independence is the cornerstone of our ability to think and act in generations, not quarters.
Our banking structure
Swiss Regulatory Framework
Fully regulated under FINMA, adhering to the highest standards of Swiss financial law and investor protection.
Independent Governance
A privately held partnership structure ensures decisions are driven by client interest, not shareholder returns.
Multi-Custodial Security
Client assets are held across multiple top-tier custodial institutions, never co-mingled with operational capital.
End-to-End Encryption
Every communication, transaction, and data point is encrypted in transit and at rest with institutional-grade safeguards.
Milestones in our journey
2008
Founded in Zürich during the global financial crisis, committed to prudent Swiss banking values.
2013
Expanded to Geneva and Lugano. Surpassed $5B in assets under advisory.
2018
Launched digital private banking platform. Basel office opened.
2024
Over $36.4B AUA and 5,200+ clients worldwide. Named top Swiss boutique bank.
Membership by Invitation
Request a private
banking relationship
Helvetia Private Bank is a by-invitation institution. Complete the application form and our private banking team will review your details. Upon approval, you will receive an email with instructions to set up your secure online access.