Capital Helvetia

Capital Helvetia is a premier investment advisory firm based in Zurich, Switzerland, specializing in wealth management and investment strategies for high-net-worth individuals and institutional clients. Founded in 2018, the firm is recognized for its tailored approach to asset management, focusing on creating bespoke investment solutions that align with clients’ financial goals and risk tolerances.

The firm offers a comprehensive suite of services, including portfolio management, private equity investments, and real estate advisory. Capital Helvetia prides itself on its research-driven methodology and commitment to transparency, providing clients with detailed insights and performance reports to help them make informed investment decisions.

Led by founder and CEO André Zimmermann, who has over 15 years of experience in the financial services industry, Capital Helvetia boasts a team of 20 seasoned investment professionals. Their expertise spans various asset classes and sectors, ensuring a diversified approach to investment management.

In 2023, Capital Helvetia achieved remarkable growth, reporting annual revenues of approximately $10 million. The firm continues to expand its client base and enhance its service offerings, aiming to position itself as a leader in the Swiss investment landscape.

Capital Helvetia

  • Industry
  • Investment Firms
  • Founded
  • 2018
  • Headquarters
  • Switzerland
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