Helvetia Market Group is a boutique advisory firm focused on introducing clients to unique business and lifestyle opportunities — tailored to family offices, wealthy families, and entrepreneurs.
Helvetia Market Group is a boutique firm, privately owned and therefore able to provide clients and partners with tailor-made solutions, free of any conflict of interests that some larger institutions might find themselves in.
With our attention to detail and long-standing experience — mainly in the Banking and Finance marketplace — our firm is focused and committed to helping each client with specific needs. We deal specifically with High- and Ultra-High-Net-Worth family offices and leading institutional clients, with specialisation in mergers, acquisitions, and a dedicated sales division.
Privately owned and free of institutional conflicts, enabling truly objective counsel aligned solely with client interests.
Our team brings decades of front-office banking, capital markets, and alternative investment experience across global institutions.
Every mandate is unique. We design structures, strategies, and introductions precisely calibrated to each client's objectives and profile.
A curated international network of institutional investors, family offices, sovereign wealth funds, and strategic partners across nine countries.
From mergers and acquisitions to equity capital markets and private placements, our integrated platform delivers independent, expert advisory with global reach and local depth. Our ambition is to generate added value in all market conditions.
We advise clients on acquisitions, mergers, and sales. We evaluate potential targets, provide valuation analyses, and propose financial and strategic alternatives. We support boards and management teams with independent judgment and deep expertise as they navigate their most important transactions.
Our ECM team provides equity and equity-linked capital markets advice and execution, complementing our corporate advisory platform. With professionals across Switzerland, Great Britain, Germany, Italy, Luxembourg, Spain, Romania, Singapore, and Australia, we deliver independent advice on all aspects of capital formation.
We provide independent advice to corporate clients on debt capital markets products globally. Our Debt Advisory team works in close partnership with our strategic advisory platform, advising on everything from traditional debt products to complex, innovative fixed-income and credit mandates.
We are a leader in structuring and executing private market transactions for public and private corporate clients. Our global network of investor decision-makers connects clients with PE funds, hedge funds, family offices, sovereign wealth funds, pension funds, and strategic investors.
Senior banker and entrepreneur with over 35 years of front-office experience across leading global institutions — including UBS, JPMorgan, Guggenheim Partners, and Julius Baer — spanning investment banking, trading, brokerage, and private banking.
Proven track record advising UHNW and institutional clients, structuring complex financial solutions, and generating revenue across multiple asset classes. Deep expertise in relationship management, capital markets, and alternative investments, with current activity in CFDs and digital assets alongside specialised trading experts and sophisticated clients.
Entrepreneurial background includes founding and exiting a technology startup in the augmented reality and gamification space, with continued involvement at board level. Currently expanding into the sports industry through FIFA/UEFA agent certification, building a platform at the intersection of sports, finance, and talent representation.
Investment banking, trading, brokerage — front-office across all major asset classes including alternatives and digital assets.
Advising UHNW and institutional clients; deep experience in complex financial structuring and wealth management.
Founded and exited a technology startup in AR and gamification; combines institutional discipline with entrepreneurial execution.
FIFA/UEFA agent certification; building a next-generation platform at the intersection of sports, finance, and talent representation.
Whether you are exploring a transaction, seeking capital, or looking for independent advisory, we welcome introductory conversations with qualified principals and intermediaries.