Independent asset manager · Genève
Helvetic Investor Group
Helvetic Investor Group SA · Société anonyme
FINMA-licensed portfolio manager (FinIA)
IDE/UID CHE-105.069.703 · Supervisory organisation : SO-FIT · checked on 16 October 2026
IDE/UID CHE-105.069.703 · Supervisory organisation : SO-FIT · checked on 16 October 2026
Address : place des Philosophes 18, 1205 Genève
Phone : +41 22 318 37 20
Opening hours : Monday 08:30–12:30, 14:00–17:30 … see all
- Minimum investment
- not disclosed
- Fee model
- not disclosed
- Founded
- 1999
- Independent
- yes
- Office
- Genève
- Google listing
- managed by the firm
Profile being documented: only public register data is available so far. The firm can complete its profile free of charge.Complete the profile
Key facts
| FINMA licence | FINMA-licensed portfolio manager (FinIA)Source : FINMA, 16 October 2026 |
|---|---|
| Supervisory organisation | SO-FIT – Organisme de surveillance pour intermédiaires financiers & trusteesSource : FINMA, 16 October 2026 |
| UID number | CHE-105.069.703Source : Commercial register (Zefix) |
| Legal form | Société anonymeSource : Commercial register (Zefix) |
| Address | place des Philosophes 18, 1205 GenèveSource : Commercial register (Zefix) |
| Phone | +41 22 318 37 20Source : helveticinvestor.ch/, 17 October 2026 |
| Website | helveticinvestor.chSource : helveticinvestor.ch/, 17 October 2026 |
| Activity (Google) | Conseiller en gestion des affairesSource : Google Maps, 17 October 2026 |
| Google listing | managed by the firmSource : Google Maps, 17 October 2026 |
| Accessibility | Entrée accessible en fauteuil roulantSource : Google Maps, 17 October 2026 |
| Founded | 1999Source : helveticinvestor.ch/, 17 October 2026 |
Not yet published by the firm : minimum investment, fee model, assets under management, languages, team, non-resident clients, US persons, custodian banks. Add it
Services
- Discretionary management
- Investment advice
- Wealth planning
- Pension planning
- Real estate
- Lombard lending
Client types
- Families
- Athletes
Team and history
- Founded in 1999
Purpose in the commercial register
La société a pour but le conseil financier et la gestion de fortune au sens de la LEFin. La société peut également: accorder des prêts ou des garanties à des filiales, à des actionnaires ou à des tiers; créer des succursales ou des filiales en Suisse et à l'étranger; offrir un service de courtage en matière immobilière, à l'exception des opérations prohibées par la LFAIE; participer à toutes entreprises, en Suisse et à l'étranger, ayant un rapport direct ou indirect avec son but.Source : Zefix
Location and opening hours
place des Philosophes 18, 1205 Genève · Open in Google Maps
| Monday | 08:30–12:30, 14:00–17:30 |
|---|---|
| Tuesday | 08:30–12:30, 14:00–17:30 |
| Wednesday | 08:30–12:30, 14:00–17:30 |
| Thursday | 08:30–12:30, 14:00–17:30 |
| Friday | 08:30–12:30, 14:00–17:30 |
| Saturday | Closed |
| Sunday | Closed |
Source : Google Maps, 17 October 2026
Sources
- FINMA — list of authorised institutions (16 October 2026)
- Commercial register (Zefix)
- Google Maps listing (17 October 2026)
- helveticinvestor.ch/ (17 October 2026)
- helveticinvestor.ch/a-propos (17 October 2026)
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