The structuring layer to access capital markets.
Helveteq is the independent issuer bridging the gap between assets not yet bankable and the Swiss capital markets. Real estate developers, asset managers, banks under capital pressure, and corporates with receivables all face the same challenge. They have assets to securitise. They need a structuring partner for the long term.
We are that partner. Swiss law throughout, regulated counterparties, most of our products eligible for discretionary mandates, and retail-eligible where a KID is available. You keep the strategy and the client; we engineer and issue the investment product.
Investment products across asset classes.
Helveteq structures and issues transparent investment products, including Tracker Certificates and Actively Managed Certificates (AMCs), across traditional and alternative asset classes.
We give financial intermediaries access to the capital markets, structuring and issuing within the applicable regulatory framework.
From equities, fixed income, and commodities to private debt, real estate, and digital assets, we turn investment strategies into bankable, structured products.
Products are issued under a base prospectus approved by SIX Exchange Regulation and are eligible for distribution through Swiss banks.
We also created the nETP, a non-listed product with the same legal and security framework as an ETP. It is now our most-used product.
What we stand for.
Our Mission
Our mission is to make investment ideas investable by enabling financial intermediaries to deliver their strategies and capabilities to their clients through transparent, fully collateralised products.
Our Vision
Connect investment ideas with capital markets at scale.
Our Values
"Swiss real estate is a CHF 4 trillion* asset class shifting off bank balance sheets as Basel III takes hold. Originators need a bankable structure their investors can subscribe through a Swiss bank. That's what we build." - Cosimo Donati, CEO
*Order of magnitude, not an audited figure.
Cosimo writes on LinkedIn about the structural shifts shaping Swiss capital markets. Private Equity, real estate financing, AI productivity. We publish his notes alongside Frédéric's structuring deep-dives.
The team.
Backgrounds across global capital markets.
ESG, pragmatically.
In 2022, Helveteq issued the first carbon-compensated crypto ETP listed on SIX Swiss Exchange. When a strategy calls for sustainability disclosures, carbon compensation or ESG-tagged structures, we deliver them through the same issuance chain.
A pragmatic ESG framework
ESG (Environmental, Social and Governance) considerations sit inside how we develop our products and services, governed by internal guidelines.
Transparency through disclosures
ESG is not treated as a static label, but as a practical framework to consider factors relevant to long-term value creation, risk management and stakeholder expectations. As standards, methodologies and data availability continue to evolve, we focus on transparency and continuous improvement rather than absolute claims.
Where applicable, ESG considerations are integrated at both company and product level and communicated through clear, disclosure-driven documentation. Relevant sustainability-related information is made available in the product documentation and, where required, in regulatory disclosures.
Governance and partnerships
Governance plays a central role in Helveteq's decision-making processes. We maintain an open and structured dialogue with partners, service providers and other stakeholders to maintain well-controlled product structures across the lifecycle.
For certain digital-asset exposures, Helveteq assesses associated emissions and makes voluntary contributions to certified climate projects using internationally recognised carbon credits, as described in the relevant product documentation. These measures are intended to increase transparency around environmental aspects and do not constitute a guarantee of environmental impact. Carbon compensation measures do not constitute carbon neutrality and do not offset emissions on a one-to-one basis.
To support a data-driven and independent approach, Helveteq collaborates with academic and industry partners, including the Swiss FinTech Innovation Lab at the University of Zurich. These collaborations contribute to the development and refinement of methodologies related to sustainability, transparency and responsible product structuring.
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