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About Us Expertise Advantage Reasearch Team Values Infrastructure
Independence and Impartiality

We offer institutional investors a personalised service combining financial research, investment advice and trading in Swiss equities.

With no major corporate banking activities, we offer independent and impartial opinions. We are also committed to developing and maintaining long-term relationships both with the companies that we follow and with our clients. Independent surveys widely acknowledge the first-rate quality of our services.


At Helvea, we believe in providing thorough, impartial research

Our long-standing relationships with the companies that we follow have afforded us detailed knowledge of them. We combine this with an understanding of their industries, derived from regular visits to their international competitors.

Our institutional sales teams in Geneva, London, Montreal, New York, and Zurich draw on the wealth of experience of our in-house analysts and advise a broad range of institutional fund managers. This involves working with the fund managers themselves, their internal buy-side analysts and the dealing desks of these fund management groups.