Independent advice

Paid by our clients. By nobody else.

Most financial advice is funded by the products it recommends. That arrangement is invisible to the client and it systematically favours expensive solutions.

Helfenstein Group is paid only by its clients — private individuals and families, never institutions or companies. We publish our fees, we credit any retrocession we cannot avoid, our advisers have no product sales targets, and we never hold your assets: custody stays with the bank you choose, in your name and under your control.

What we do for you

  • Fee transparency

    You know the cost before you decide anything.

  • No retrocessions

    Any third-party payment is credited to you.

  • Written analysis

    Recommendations you can read, check and keep.

  • Free first meeting

    The initial consultation costs you nothing.

Verify our authorisation

Clients can check whether Helfenstein Asset Management AG appears on the official FINMA register of authorised institutions. Prefer the register on finma.ch over search ads or unsolicited messages.

  1. Open the FINMA register.
  2. Search for Helfenstein Asset Management AG (UID CHE-111.708.730 / LEI 894500URZFTDV5G7F357).
  3. Confirm the authorisation type and any public warnings before you engage.

FINMA Portfolio Manager Authorisation No: CH-111.708.730 | Decision Date: 12.01.2022

Ongoing Supervision: OSFINcontrol AG | Affiliation Ref: OSFIN-111.708.730 | Since: 12.01.2022

Audit & filings | Statutory auditor recorded on Zefix

Helfenstein Asset Management AG is listed by FINMA as an authorised portfolio manager and supervised by OSFINcontrol AG. Search the register by name or Swiss UID CHE-111.708.730. Advisory conduct is also subject to the Swiss Financial Services Act (FinSA).

FINMA — Authorised institutions, individuals and products

General information only. Nothing on this page constitutes personalised investment, tax or legal advice. Helfenstein Group does not hold client assets; all custody stays with the bank you choose, under your control. Decisions should be based on your own circumstances and, where appropriate, on a written analysis from a qualified adviser.

Clear thinking for the financial decisions that matter — practical perspectives on retirement, tax, investing and property, with no product advertising. Receive our client newsletter.