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A European sector offering…
Although our business was founded on Swiss equities, we have subsequently adopted a European perspective in those sectors in which Swiss companies operate as global players, such as banking, insurance, healthcare, food manufacturing, chemicals and luxury goods.
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At the same time, we have maintained a strong commitment to researching the Swiss
mid- and small-cap universe which offers many interesting investment opportunities.
…to a global client base
Helvea is an independent, research-based brokerage business focused solely on servicing institutional clients worldwide. These institutions manage funds sourced from many varied mandates, including pension funds, insurance funds, unit trusts, balanced funds and hedge funds. Our products and service offerings are equally valuable to all types and styles of equity asset-class managers.
Our priorities remain clearly focused: our clients and their role as investors.
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