Helvetia International

Helvetia International was formed  as an independent Swiss based financial planning and Wealth Management Company to cater to international and expatriate clients.  

The owners, management and staff are all market professionals with many years experience in financial markets and all understand the current financial markets challenges as well as the oppportunties international employees, contractors and professionals have to take advantage of their status and to secure their financial futures.Within our business we have years of experience of helping International clients achieve their financial goals and we work closely with asset managers, hedge funds, Insurance companies, banks and trust companies in all of the worlds leading offshore financial centres to help deliver the outcomes our clients require.

Helvetia International is corporately aligned with JP Fund Services S.A. and associated companies.  JP Fund Services is a Swiss based corporation whose management and employees have significant financial markets experience and first hand access to the international financial market place.

Our aim is to provide a service that will enable our clients to create, preserve and pass on their personal wealth in the most efficient ways possible wherever they find themselves
working or living in the world. 

The service is relationship based and encompasses the broadest range of financial
products available in order to meet our clients and their family’s financial goals. 

Our aim is to work with you as a trusted adviser throughout your life.

Our clients are the most important people in our business, we never forget that and we will strive to exceed your expectations at every step of the way.