Helvetia Private Wealth

Helvetia Private Wealth, based in Geneva, Switzerland, is a prestigious private banking institution renowned for its innovative wealth management services and personalized banking solutions. Since its founding in 2012, Helvetia Private Wealth has garnered a reputation for its strategic advisory in wealth accumulation, risk management, and bespoke investment solutions, with a focus on family wealth and entrepreneurial clients.

The bank’s expertise spans across diversified investment portfolios, succession planning, and tax optimization, all tailored to the complex needs of ultra-high-net-worth individuals and families. Helvetia Private Wealth is known for its client-driven philosophy, where senior bankers maintain long-term relationships with clients, ensuring their financial strategies evolve with market trends and personal circumstances.

Founded by Philipp Steiner, a visionary in private banking and wealth management, the bank employs a team of 35 seasoned experts with backgrounds in international finance, tax law, and sustainable investing. Helvetia Private Wealth is particularly noted for its emphasis on ethical and sustainable investments, positioning itself as a pioneer in ESG-aligned portfolios for clients looking to align their financial growth with their values.

In 2023, Helvetia Private Wealth reported AUM exceeding $7 billion, demonstrating its strong performance and client loyalty. The bank plans to continue its expansion into emerging markets, with a focus on integrating cutting-edge digital services to enhance its global reach while maintaining the exclusivity and personalized service that define its brand.