Private banking · Discreet · Borderless

Private Banking · Global Wealth · Discreet Custody

A quiet standard
for the stewardship
of private capital.

For families, founders and institutions who value discretion, longevity and the craft of banking done properly.

80+Countries served
60+Settlement currencies
1:1Dedicated banker
In confidence · Since 1874

Trusted stewardship for
families, founders & institutions

€4.2B+
Assets Under Supervision
47
Countries Served
1874
Heritage Since
98%
Client Retention

Trusted by leading partners & networks worldwide

Mastercard
Visa
MetaQuotes
Apple Pay
Google Pay
Mastercard
Visa
MetaQuotes
Apple Pay
Google Pay

Discover the Essentials

One platform for all banking needs

01

Accept & Send Payments Globally

Move funds to 80+ countries via SEPA, SWIFT, cards and crypto.

02

Multi-Currency Bank Account

03

Currency Exchange (FX)

04

Savings

05

Virtual Cards

SEPA Instruction
€ 1,500.00
BeneficiaryA. Chevalier
SettlementT + 0
PrioritySame day
60+
Currencies
Different Payment
Methods
80+ Supported
Countries

Chapter I · Introductions

Refer a friend,
be recognised.

Grow your standing by extending the invitation to friends and colleagues. Considered rewards for both parties, paid discreetly in your settlement currency.

The Introduction Programme →
Introduced by

Chapter II · Governance

Expense
management, refined.

Track, approve and reconcile company expenses through a considered interface designed for treasurers, finance directors and family offices.

Corporate Governance →

This quarter

€ 2,438,910

Aggregated across seven currencies and thirty-one cards. Reconciled automatically. Reported in your chosen format.

  • Approved · 214 items
  • Pending review · 6 items
  • Auto-reconciled · 100%

Chapter III · Settlement

Global payments,
quietly delivered.

Move funds to eighty countries in sixty currencies through SEPA, SWIFT and card rails — with the discretion and priority afforded to private clients.

Payments & Custody →
  • Instruction received
  • Compliance cleared
  • Funds arrived

Transforming uncertainties into victories

Tailored forJamesFrancescaMuhammadHarutoPriyaAliSofia
Consolidated Balance
€ 2,438,910+1.4%
Euro Account
EUR · IBAN 26500 1051 7848…532,670.00
Priority settlementT + 0
Sterling Account
GBP · Primary200,000.00
Held with custodianRothesay
HelvetiaPrivate
•••• •••• 9876
Card Holder
A. Client
VISA

The Private Portal

An interior view of your estate.

Take a guided tour of the private portal — manage accounts, payments, cards and reporting from a single, considered interface.

Begin the Tour →
Helvetia's approach to multi-generational stewardship is unparalleled in European private banking. For over a decade they've managed our family office with the discretion and precision we require.
Marcel Dubois
Chairman · Dubois Family Office, Geneva

Transforming uncertainties into victories.

Tailored for private clients and businesses of every scale.

"From private clients to global corporates, trusted by businesses in 150+ countries."

★
Helvetia
150+ countries served

Private Consultation

Have a question? Speak with us.

Schedule a discreet fifteen-minute call with a Helvetia specialist — we'll answer your questions and set the foundation.