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Helvetic Trust
Kaspar Grob established Helvetic Trust in 2001. He redeployed capital from his Bernauer AG stake after two decades in financial services. The firm remains...
Helvetic Trust
Kaspar Grob established Helvetic Trust in 2001. He redeployed capital from his Bernauer AG stake after two decades in financial services. The firm remains owner-managed and serves European entrepreneurial families plus charitable foundations. Helvetic Trust allocates across private equity, direct co-investments, fund-of-funds, hedge funds, real estate, commodities and digital assets. Confirmed co-investments include Wingtra in a 2024 Series B1 round and Yarowa in its 2022 Series A. The firm also holds a position in OncoResponse. Geographic reach covers Europe, North America, Asia and the Middle East & Central Asia. Ticket sizes start above $8.5 million with a seven-to-twelve-year investment horizon. Assets under management stand at $802 million. The firm maintains membership in the Alliance of Swiss Wealth Managers. It sponsors the Helvetic Trust Dialogues series in Zurich and attends company visits such as the May 2025 Givaudan event. Two foundations linked to the network are the Eva Maria Bucher-Haefner Stiftung für Hirnverletzte and the Walter Haefner Stiftung. The firm runs an explicit direct-deal program that gives clients access to SPVs and co-investments alongside external sponsors. It maintains separate real-estate vehicles including Helvetic Estates AG and UTO Real Estate Management AG. Physical gold, silver and a diversified crypto certificate held via Bitcoin Suisse AG sit outside the main discretionary mandates.
General information
Firm type
Multi Family Office
Year founded
2001
AUM
802 (Altss estimate)
Location
Region
Europe
Country
Switzerland
City
Zurich
Corporate office
Stockerstrasse 34, 8002 Zürich, Switzerland
Principals
Kaspar Grob
Founder and Chairman
Sector focus
Frequently asked questions
Who runs investment decisions at Helvetic Trust?
Kaspar Grob serves as Founder and Chairman. Senior partners including Nicandro Barile and Daniel Fluri handle day-to-day mandates and co-investment sourcing.
Does Helvetic Trust participate in fund commitments or only direct deals?
The firm runs both fund commitments and direct co-investments. Confirmed direct positions include Wingtra and Yarowa.
What investment stages does Helvetic Trust typically target?
Early stage, growth and buyout transactions appear in the portfolio. Average holding periods range from seven to twelve years.
Where does the underlying wealth come from?
Founder Kaspar Grob redeployed proceeds from his stake in Bernauer AG together with two decades of financial-services experience.
How is Helvetic Trust related to its real-estate vehicles?
Helvetic Estates AG and UTO Real Estate Management AG sit inside the platform and manage mixed-use and commercial properties in Switzerland.
Does Helvetic Trust maintain philanthropic structures?
Two foundations operate alongside the investment platform: the Eva Maria Bucher-Haefner Stiftung für Hirnverletzte and the Walter Haefner Stiftung.
What is Helvetic Trust's known posture on co-investments alongside external GPs?
The firm maintains a direct-deal program that sources co-investments and SPVs for clients. Recent examples include participation in Wingtra and Yarowa rounds.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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