Helvetische Bank
Origin of Helvetische Bank
Helvetische Bank was established 2011 in Zurich. Previously the name was Neue Helvetische Bank, but at the shareholders meeting in April 2018, the name was changed to Helvetische Bank.
About 70 percent of the shares are held by the founding partners, Board of Directors, Management and employees.
Helvetische Bank holds a 100 % stake in SFB services4banks AG, Zurich, an outsourcing company for service providers in the financial sector.
Do you have a bank account with this Bank? Do you wanna open a Bank Account with this Bank?
🎞️ Then you must watch the following Video first:
Philosophy and Strategy
Helvetische Bank is financially independent and is a reliable partner in all finance-related matters. The team of Helvetische Bank has long-standing experience in the Swiss capital market.
The philosophy of Helvetische Bank are the traditional values of Swiss banking, competence, security, and stability.
Do you know that we are the only one worldwide that Analyse all Swiss Private Banks annually?
► Here you can find all Swiss Private Banks
We even created a Study about Swiss Wealth Management Firms and why you not should trust blindly Top Rankings in Financial Magazines.
Services and Solutions
Helvetische Bank offers premium services in the field of asset management, advisory, corporate finance, and research. The customers of Helvetische Bank are primarily entrepreneurs and qualified private investors. The bank also offers services to independent asset managers.
Advisory services:
The advisory services of Helvetische Bank combine innovative ideas and traditional values. The advisory focuses on the Swiss capital market and addresses the various need of the customers.
Active advisory and brokerage are for qualified investors who make their investment decisions independently. Helvetische Bank provides them with the relevant information and monitors and analyses their portfolio on an ongoing basis. The client gets informed if there are changes in the risk profile and offers tailor-made solutions. The services include short-, medium-, and long-term investment ideas, options and hedging strategies, risk management and reallocation recommendations.
Private Banking or traditional advisory services are for wealthy private clients who make their investment decisions independently but don’t have the time to follow their investments on an ongoing basis. The service is focused on value preservation and asset appreciation in the long-term.
The values are independent and objective advice, recognizing the client’s needs and maintain an open and regular dialogue. Outstanding service and a strong personal commitment. Performance-oriented investments, continuity, integrity, and discretion.
Independent Asset Managers are supported with individual and flexible solutions. The services can be traditional services, like account management, custodial services, and order execution. Investment advice and delegated portfolio management, Lombard loans, and mortgages, corporate finance and succession planning. There is also the possibility of having access to the E-Banking platform. Access to the research of Helvetische Bank and internal company presentations are an added value.
Services for Swiss expats: Swiss expats have an account in the country they live for daily transactions and in Switzerland an account with a longer-term view. Helvetische Bank offers the following services: Investment advice, asset management, securities trading, security backed loans, mortgages for private-owner homes in Switzerland, E-banking but only queries.
Asset Management:
Asset allocation is the keyword for long-term investment performance. Helvetische Bank combines the structured investment process with continuous monitoring of the market trends and conditions to adjust the asset allocation very quickly.
Helvetische Bank offers discretionary mandates or tailor-made individual mandates. They execute investment decision professionally and show a transparent reporting. The Bank adheres to the highest ethical principles. Helvetische likes to use index-tracking instruments because they are mostly the best choice for the structuring and diversification of the portfolio.
Corporate Finance:
The corporate finance is for small- and mid-cap companies needing the Swiss capital market. The services offered are:
Equity capital, like capital increases, share block transactions, stock splits, share buybacks, par value reductions, private placements, and IPOs.
Debt capital, like private placements, bond issues, and convertible bond issues.
M&A, like succession planning, MBOs/LBOs, private and public takeovers.
Research:
Helvetische Bank’s research team focuses primarily on the Swiss market and analysis mostly small- and mid-cap companies.
The research team also analyzes macroeconomic trends and studies the development of foreign exchange, interest rates and commodities.
Risk Management
Helvetische Bank places great emphasis on effective corporate governance and compliance.
Trading for the own account of Helvetische Bank is very limited.
The Board of Directors is responsible for the overall risk policy. The Executive Management is responsible for the implementation of the risk policy and the risk & quality control department, and the legal & compliance department are responsible for the monitoring of the risks.
The principal risks of the Bank are the credit risk, the interest rate risk, the market risk, the liquidity risk, the operational risk and the legal and compliance risk.
“How can you be sure to have chosen the Best Swiss Private Bank among over 200 private banks?”
We find the best private bank for you.
Call us now +41 43 508 24 59
Are you interested in First-Class Information about Private Banking?
Do you want an inside look behind the Secrets of Private Banks?
Then you should sign up in our Private Banking Letter
Mr. Caputo send you personally only from time to time the useful Information that can you save Millions.
Added-Value Services
Half of Helvetische Bank’s share capital is deposited in gold.
Helvetische Bank is a member of SIX Swiss Exchange and is directly participating in Swiss securities trading. Other important financial centers are accessed through electronic trading systems or third-party banks. The Bank offers trading services in fixed income, equities, derivatives, currencies, and futures.
Helvetische Bank – Facts & Figures
(Rotate your Mobile Phone for optimal Table-View)
| Address | Seefeldstrasse 215, 8008 Zurich |
|---|---|
| Phone | +41 44 204 56 00 |
| Website | www.helvetischebank.ch |
| Year of foundation | 2011 |
| Subsidiaries | – |
| No. of employees | 27.6 |
| Rating | – |
| Chairman | Thomas Matter |
| CEO | Daniel Hefti |
| Eligible Regulatory Capital | 47.095 m CHF |
| Tier 1 Ratio | 24.24 % |
| Leverage Exposure | 777.105 m CHF |
| Leverage Ratio | 6.06 % |
| Liquidity Coverage Ratio | 514 % |
| Risk Weighted Assets | 194.288 m CHF |
| Loans outstanding | 111.677 m CHF |
| Assets under Management | 2.018 bn CHF |
| Assets under Management / Employees | 73.115 m CHF |
| Net profit | 4.934 m CHF |
| Net Profit / Employees | 178’768 CHF |
| Cost / Income Cost Ratio (CIR) | 60.60 % |
| Return on Equity | 10.05 % |
| Own structured products | Yes |
| Foreigners accepted | Yes |
| Presence abroad | No |
Source: Annual Report 2021
We are a fully independent boutique law firm. That’s why we don’t have any cooperation agreements with the banks.
Few banks do not disclose their Annual Reports to the public. Therefore, we collected reliable information on a best-efforts basis. We renounced to collecting information from unreliable sources. Until today, Swiss law does not impose the duty of publication to the banks as it is the case in the EU. Therefore, for a few banks, the information from the annual reports was not summarized and published.
There are some smaller banks without a rating. It makes no sense for them to apply for a rating because they are not involved in the lending business. If the bank has no rating, it’s not automatically a negative point. There are excellent private banks without a rating.
If you want results in private banking do the first step now and call us.
One hour after your first call we accompany you in the bank solving your issue.
We act faster than any other big law firm in Zurich.
Get answers now +41 43 508 24 59 or write us an E-Mail.
Who is Enzo Caputo?
► ► ► Click here and learn more about
the Tax Attorney & Financial Lawyer No.1
