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international

Managing someone’s wealth carries great
responsibility. How do you approach this?
Our job is to advise and accompany, not to
impose. We work with a team of experienced
partners — former bankers, legal experts, and
Has the nature of wealth management changed analysts. Clients can count on continuous follow-
much over the past ten years? up and transparent communication. Our first
The foundation remains the same — protecting mission is to protect capital before developing
and growing capital — but the environment it. We are not risk players; we are conservative,
has changed dramatically. The geopolitical and careful, and realistic.
technological context has reshuffled the cards. Security is the cornerstone of everything we do.
Financial flows are different, decisions are faster,
and the digital sphere is everywhere. We now deal You describe a conservative profile. Yet wealth
with virtual currencies and online platforms, yet management often evokes dreams and ambition.
we must also preserve solid, traditional values. How do you balance both?
Successful wealth management today requires You’re right — there’s always a dream element
perspective — the ability to step back and look in wealth management. But dreams need solid
at the bigger picture. foundations. We welcome clients who seek
security and responsible growth. For smaller
You mention digitalisation. Do you believe portfolios, traditional banks are often more
everything — including money — will eventually suitable. Our role begins where there is a
become digital? real need for structuring, diversification, and
Not entirely. Speaking from a Swiss perspective, protection — for individuals and families who
I don’t think the country will go fully digital in want to build sustainable strategies.
terms of money. Of course, digital transactions
are inevitable; the world runs on the internet What makes Helvetic Finance SA different from
now. But the rise of cryptocurrencies has not other firms?
destabilized gold. On the contrary, gold remains We combine discretion, experience, and
the ultimate safe asset. Its value continues to rise, a personalized approach. Our clients are
and it remains a cornerstone of confidence for international — from Europe, the Middle East,
investors and even for states that continue to and North America. We help them understand
build their reserves. the Swiss economy, its opportunities, and how
to integrate responsibly into it. We also assist
So you still advise clients to invest in gold? clients who wish to invest or settle in Switzerland,
Absolutely. We work with physical gold and guiding them through the local ecosystem. Our
precious materials. Many governments are philosophy is simple: listen first, advise second.
increasing their gold reserves, and this remains
a strong guarantee for the future. Over the last Europe’s population is aging. Do you also
twenty years, gold’s value has quadrupled. In assist clients with inheritance and succession
times of uncertainty — geopolitical tensions, planning?
inflation, or digital volatility — gold provides Yes, absolutely. We work with specialized partners
both stability and reassurance. to offer solutions for wealth transmission — in
Switzerland and abroad. Every client’s situation is
What about cryptocurrencies such as Bitcoin unique, and our role is to listen, understand, and
— are they serious investment options? provide the most secure and tailored response.
They cannot be ignored. Cryptocurrencies In a world of volatility, Marc-André Théotiste
are now part of the global financial system. stands as a quiet defender of prudence and
However, one must remain cautious. I believe in balance. For him, true wealth lies not only in
diversification: yes, digital currencies have their numbers, but in the art of preserving trust.
place, but not at the expense of solid, tangible
assets. For me, gold and minerals represent the
foundation of a secure portfolio, while digital
assets are a complement.

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