• Helvetic Trust AG

    ZH
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    Register number: CH-020.3.024.983-2
    Sector: Fund management

    Age of the company

    23 years

    Turnover in CHF

    PremiumPremium

    Capital in CHF

    1,0 Mio.

    Employees

    PremiumPremium

    Active brands

    0

    Other addresses

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    About Helvetic Trust AG

    • Helvetic Trust AG has its legal headquarters in Zürich, is active and operates in the sector «Fund management».
    • The company was founded on 31.08.2001.
    • Under «Notifications» you can see all modifications to the commercial register entry. The most recent modification was on 18.09.2024.
    • In the commercial register the company Helvetic Trust AG is registered under the UID CHE-109.315.870.
    • At the moment, the company Helvetic Trust AG has 2 various trademarks or applications in the IPI database.
    • The address is identical with 5 other active companies. These include: Bellerive Estates AG, Bellerive Participations AG, Eva Maria Bucher-Haefner Stiftung für Hirnverletzte.

    Commercial register information

    Source: SOGC

    Sector

    Fund management

    Purpose (Original language)

    Zweck der Gesellschaft ist die Erbringung von Finanzdienstleistungen, insbesondere in den Bereichen Vermögensverwaltung und Anlageberatung. Die Dienstleistungen nach Massgabe des Finanzdienstleistungsgesetzes (FIDLEG) werden an Privatkunden und professionelle Kunden erbracht. Die Gesellschaft erbringt insbesondere die folgenden Dienstleistungen: Vermögensverwaltung individueller Kundenportfolios; Anlageberatung individueller Kundenportfolios; und Verwaltung von Kollektivvermögen (Vorsorgevermögen) unterhalb der de minimis-Schwelle von Art. 24 Abs. 2 lit. B FINIG. Die Gesellschaft kann gleichartige oder verwandte Unternehmungen im In- und Ausland erwerben, errichten oder sich an solchen beteiligen. Sie kann ferner Liegenschaften erwerben, belasten, verwalten und veräussern sowie Zweigniederlassungen im In- und Ausland errichten. Die Gesellschaft kann im übrigen alle Geschäfte tätigen, welche geeignet sind, die Entwicklung des Unternehmens und die Erreichung des Gesellschaftszweckes zu fördern oder zu erleichtern.

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    Auditor

    Source: SOGC

    Current auditor (1)
    Name City Since Until
    SWA Swiss Auditors AG
    Freienbach 11.09.2024

    Would you like to adjust the auditors? Click here.

    Former auditor (3)
    Name City Since Until
    MOORE STEPHENS EXPERT (ZURICH) AG
    Zürich 18.09.2015 10.09.2024
    MOORE Zürich AG
    Zürich 05.09.2007 17.09.2015
    Balmer-Etienne AG Zürich
    Zürich <2004 04.09.2007

    Other company names

    Source: SOGC

    Past and translated company names

    • Helvetic Trust SA
    • Helvetic Trust Ltd
    • Helvetic Trust Partners AG
    Would you like to update the company name? Click here.

    Branches (0)

    Ownership structure

    No information on the ownership structure is known to us.

    Holdings

    No information on holdings is known to us.

    Trademarks

    Source: Swissreg
    Trademark Registration date Status Number
    - deleted 01066/2010
    - deleted 01066/2010

    Newest SOGC notifications: Helvetic Trust AG

    The latest updates from the Swiss Official Gazette of Commerce (SOGC) are available in the original language of the source commercial register office only. View all notifications

    SOGC 240918/2024 - 18.09.2024
    Categories: Change in management

    Publication number: HR02-1006131981, Commercial Registry Office Zurich, (20)

    Helvetic Trust AG, in Zürich, CHE-109.315.870, Aktiengesellschaft (SHAB Nr. 176 vom 11.09.2024, Publ. 1006126625).

    Ausgeschiedene Personen und erloschene Unterschriften:
    Erb, Karl, von Winterthur, in Falera, mit Kollektivunterschrift zu zweien.

    SOGC 240911/2024 - 11.09.2024
    Categories: Change in management, Change of auditors

    Publication number: HR02-1006126625, Commercial Registry Office Zurich, (20)

    Helvetic Trust AG, in Zürich, CHE-109.315.870, Aktiengesellschaft (SHAB Nr. 13 vom 19.01.2024, Publ. 1005938497).

    Ausgeschiedene Personen und erloschene Unterschriften:
    MOORE STEPHENS EXPERT (ZURICH) AG (CHE-109.576.732), in Zürich, Revisionsstelle.

    Eingetragene Personen neu oder mutierend:
    SWA Swiss Auditors AG (CHE-112.140.677), in Freienbach, Revisionsstelle;
    Tröhler, Michel, von Bern, in Balsthal, mit Kollektivunterschrift zu zweien.

    SOGC 240119/2024 - 19.01.2024
    Categories: Change in management

    Publication number: HR02-1005938497, Commercial Registry Office Zurich, (20)

    Helvetic Trust AG, in Zürich, CHE-109.315.870, Aktiengesellschaft (SHAB Nr. 226 vom 21.11.2023, Publ. 1005889466).

    Ausgeschiedene Personen und erloschene Unterschriften:
    Schraner, Rémy, von Randogne, in Horgen, mit Kollektivunterschrift zu zweien.

    Hit list

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