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Helvetische Bank

  • Financial Advisory
  • IPO Services
  • Investment Banking

Helvetische Bank is an employee-owned Swiss private and investment bank founded in 2011. We combine the traditional strengths of Swiss banking - security, stability and expertise - with an entrepreneurial approach. Within corporate finance, we advise mid-sized companies across equity and debt capital markets as well as private and public M&A transactions.

  • Strong market standing in Equity Capital Markets, Debt Capital Markets and public M&A in Switzerland
  • High flexibility and short response times due to the entrepreneurial set-up of the bank
  • Full underwriting of CHF-denominated bonds
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    Company Profile

    Helvetische Bank AG, based in Zurich, was founded in 2011 and is employee-owned. Our offering comprises first-class services in the areas of private banking and asset management as well as structured products, corporate finance and research. Traditional values of Swiss banking - security, stability, and expertise - are combined with innovative solutions for customers. We support mid-sized companies across equity capital markets (capital raising and IPOs), debt capital markets (bonds) as well as private and public M&A.

    Helvetische Bank Services

    • Equity Capital Markets

      Our team has extensive experience advising listed and private companies across a broad range of equity capital markets transactions. These include capital increases and rights offerings, initial public offerings (IPOs) including feasibility studies, listings, reverse takeovers as well as equity placements and growth financing transactions. We also advise on share buyback programmes and corporate actions such as share splits and nominal value reductions.

    • Debt Capital Markets

      We are one of the market leaders in small CHF-denominated bonds. We structure and place bonds and convertible bonds for Swiss and foreign companies.

      We typically provide firm underwriting, thereby ensuring transaction certainty for issuers prior to distribution to investors. Issuers also benefit from the fact that the bonds are unsecured and have no restrictive financial covenants. We also support in negotiating with private debt providers and other lenders.

    • M&A

      We are among the leading Swiss banks in the area of public takeovers. We advise bidders as financial advisor and executing bank in the structuring and execution of public takeover bids.

      We also advise on the acquisition and sale of private companies and business units, as well as mergers. Furthermore, our services include succession planning, takeover and defence strategies.

    • Further Services

      We advise on the optimisation of the capital structure and the corresponding implementation with equity, debt or hybrid forms, implement employee participation programmes and support in financial restructuring if required.

    • Research

      Our experienced research team focuses on the Swiss capital market, carrying out primary analysis with a focus on mid- and small-cap companies. It also produces specific company research in connection with equity- or bond-related capital market transactions of Helvetische Bank.

    Contact Helvetische Bank

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