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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
Trust. Expertise. Growth. Has the nature of wealth management changed analysts. Clients can count on continuous follow-
Swiss tradition serving your financial future. much over the past ten years? up and transparent communication. Our first
At Helvetic Finance, tradition meets innovation. The foundation remains the same — protecting mission is to protect capital before developing
We design tailor-made strategies to protect, grow, and growing capital — but the environment it. We are not risk players; we are conservative,
and diversify your wealth. has changed dramatically. The geopolitical and careful, and realistic.
technological context has reshuffled the cards. Security is the cornerstone of everything we do.
Switzerland offers an exceptional environment Financial flows are different, decisions are faster,
for investors — political stability, legal security, and the digital sphere is everywhere. We now deal You describe a conservative profile. Yet wealth
and fiscal attractiveness create the foundation for with virtual currencies and online platforms, yet management often evokes dreams and ambition.
lasting prosperity. 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
Our expertise perspective — the ability to step back and look in wealth management. But dreams need solid
Confiance. Expertise. Croissance. at the bigger picture. foundations. We welcome clients who seek
La tradition suisse au service de votre avenir. • Wealth management – precision, discretion, security and responsible growth. For smaller
Chez Helvetic Finance, la tradition rencontre and performance You mention digitalisation. Do you believe portfolios, traditional banks are often more
l’innovation. • Real estate – sustainable, profitable everything — including money — will eventually suitable. Our role begins where there is a
investments become digital? real need for structuring, diversification, and
Nous concevons des stratégies sur mesure • Financial markets – active, personalized Not entirely. Speaking from a Swiss perspective, protection — for individuals and families who
pour protéger, développer et diversifier votre strategies I don’t think the country will go fully digital in want to build sustainable strategies.
patrimoine. • Private Equity & Startups – innovation and
growth potential terms of money. Of course, digital transactions
• Precious metals – a safe haven in uncertain are inevitable; the world runs on the internet What makes Helvetic Finance SA different from
La Suisse, avec sa stabilité politique, sa sécurité now. But the rise of cryptocurrencies has not other firms?
juridique et son attractivité fiscale, offre un cadre times destabilized gold. On the contrary, gold remains We combine discretion, experience, and
exceptionnel pour bâtir un capital solide et • Sustainable investments (ESG) – finance the ultimate safe asset. Its value continues to rise, a personalized approach. Our clients are
pérenne. with a responsible vision and it remains a cornerstone of confidence for international — from Europe, the Middle East,
Let’s build your financial future together. investors and even for states that continue to and North America. We help them understand
Nos expertises build their reserves. the Swiss economy, its opportunities, and how
• Gestion de patrimoine – rigueur, discrétion et Contact us today for a free audit of your current to integrate responsibly into it. We also assist
performance financial strategy. So you still advise clients to invest in gold? clients who wish to invest or settle in Switzerland,
• Immobilier – placements durables et rentables Absolutely. We work with physical gold and guiding them through the local ecosystem. Our
• Marchés financiers – gestion active et sur Together, we make your ambitions grow. precious materials. Many governments are philosophy is simple: listen first, advise second.
mesure increasing their gold reserves, and this remains
• Private Equity & Startups – innovation et a strong guarantee for the future. Over the last Europe’s population is aging. Do you also
potentiel de croissance twenty years, gold’s value has quadrupled. In assist clients with inheritance and succession
• Métaux précieux – valeur refuge et sécurité times of uncertainty — geopolitical tensions, planning?
• Investissements durables (ESG) – l’avenir inflation, or digital volatility — gold provides Yes, absolutely. We work with specialized partners
responsable de la finance both stability and reassurance. to offer solutions for wealth transmission — in
Switzerland and abroad. Every client’s situation is
Prenons soin de votre avenir financier. Geneva (Head Office) What about cryptocurrencies such as Bitcoin unique, and our role is to listen, understand, and
Contactez-nous dès aujourd’hui et bénéficiez Rue des Gares 12, 1201 Geneva, — are they serious investment options? provide the most secure and tailored response.
d’un audit gratuit de votre stratégie actuelle. Switzerland 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
Ensemble, faisons fructifier vos ambitions. Liaison Office – Paris However, one must remain cautious. I believe in balance. For him, true wealth lies not only in
51–55 Avenue Montaigne, 75008 diversification: yes, digital currencies have their numbers, but in the art of preserving trust.
Paris, France
place, but not at the expense of solid, tangible
assets. For me, gold and minerals represent the
www.helveticfinance.swiss
foundation of a secure portfolio, while digital
assets are a complement.

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