info@helvetia-ia.com
+41 91 910 05 80
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We give your ambitions a shape

We give your ambitions a shape

Helvetia Investment Advisors (HIA)

We serve mainly private clients from all over the world with a particular focus on Swiss and European clients. As we also have clients in Canada, we are registered with the Ontario Securities Commission (OSC), the Autorité des Marchés Financiers (AMF) in Quebec and the Alberta Securities Commission (ASC).

In addition we are also licensed as a Registered Investment Advisor (RIA) in the US as according to the SEC rules.

Helvetia Investment Advisors (HIA)

We serve mainly private clients from all over the world with a particular focus on Swiss and European clients. As we also have clients in Canada, we are registered with the Ontario Securities Commission (OSC), the Autorité des Marchés Financiers (AMF) in Quebec and the Alberta Securities Commission (ASC).

In addition we are also licensed as a Registered Investment Advisor (RIA) in the US as according to the SEC rules.

ASSET MANAGEMENT

“We focus exclusively on the achievement of absolute performance”

high competence. solid commitment.

HELVETIA MILESTONES

2014

Constitution of The Group

2014

Affiliation ASG e OAD FCT

2014

Registered Investment Advisor (RIA) with SEC

2020

FINMA application

2020

Affiliation of the AOOS Supervisory Body

2024

Canadian Securities Administrators CSA / ACVM

2024

Obtaining FINMA authorization

networking. transparency. flexibility.

networking. transparency. flexibility.