6
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1
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0
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0
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10y
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CEO & Board Member
2021
Helveteq is a Swiss issuer of ETPs, AMCs, and structured products, turning your investment ideas into OTC traded or exchange traded instruments. Through our innovative securitization platform, we turn traditional securities, digital assets, and alternative investments into bankable products, bridging the gap between investors and new asset classes.
Helveteq covers a wide range of traditional and digital assets and operates with an outstanding international network. In 2022, the company was the first issuer of carbon-neutral crypto investment products on SIX. Helveteq offers Exchange Traded Products (ETPs) for self-directed Investors, non-Exchange Traded Products (nETPs) for External Asset Managers, and optimized capital conduits for Banks.
Helveteq successfully combines traditional strengths such as excellence and universality of services with continuous innovation in fintech and sustainable finance.
Our Mission: Take control. Invest responsibly.
Our Vision: Our investment products in every portfolio
For more information, visit us at www.helveteq.com or contact us at info@helveteq.com.
Experience · 11 entries
All (11)
Investments (6)
Founder (2)
Board (6)
2021
CEO & Board Member
2021
Helveteq is a Swiss issuer of ETPs, AMCs, and structured products, turning your investment ideas into OTC traded or exchange traded instruments. Through our innovative securitization platform, we turn traditional securities, digital assets, and alternative investments into bankable products, bridging the gap between investors and new asset classes.
Helveteq covers a wide range of traditional and digital assets and operates with an outstanding international network. In 2022, the company was the first issuer of carbon-neutral crypto investment products on SIX. Helveteq offers Exchange Traded Products (ETPs) for self-directed Investors, non-Exchange Traded Products (nETPs) for External Asset Managers, and optimized capital conduits for Banks.
Helveteq successfully combines traditional strengths such as excellence and universality of services with continuous innovation in fintech and sustainable finance.
Our Mission: Take control. Invest responsibly.
Our Vision: Our investment products in every portfolio
For more information, visit us at www.helveteq.com or contact us at info@helveteq.com.
2020
C
Credit Suisse Investment Partners
Board Member
2020
2019
Board Member
2019
As one of the oldest private banks in Switzerland, we have for seven generations kept our stated pledge of assuming responsibility for our clients wealth. The focus is on the long-term preservation and risk-driven growth of the assets entrusted to us.
As a private bank, we see ourselves as a strategic partner to our clients.
The relationships with our clients frequently span several generations. And it is privacy, continuity and tailor-made solutions that remain foremost in this.
With an equity ratio that is a multiple of the statutory requirements, we are able to guarantee the independence and the long-term future of our bank as well as the assets entrusted to us.
D
Dreyfus Sons & Co Ltd, Banquiers
Board Member
2019
2018
Advisory Board Member
2018
Rosenblatt Securities was founded three decades ago with a simple goal - help institutional investors prosper with trusted, conflict-free advice and expert trade execution services. The markets are far more complex now than they were in 1979, but we still believe in our straightforward, founding principles:
• Safeguard clients’ anonymity and confidentiality
• Minimize information leakage and market impact
• Access liquidity, wherever it resides, to maximize customer alpha
• Embrace any technology that will improve clients’ results
• Understand market structure nuances to offer a trading edge
• Deliver personalized, hands-on service that bulge bracket firms cant match
As a result, Rosenblatt functions like a boutique and feels that way to clients yet frequently ranks as a top-twenty broker by volume and consistently lands in the top tier of leading independent and client ratings of broker execution quality.
Disclaimer:
The information contained in this communication is not intended as an offer or solicitation for the purchase or sale of any securities, futures, options, or any other investment product. This communication is not research, and does not contain enough information on which to make an investment decision. The information herein has been obtained from various sources. We do not guarantee its accuracy. Any opinion offered herein reflects Rosenblatt Securities Inc. current judgment and may change without notice. Member NYSE, SIPC, FINRA.
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Investment activity
2016–2021 · 6 investments
Recent (last 2 years)Earlier
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