Brief Portrait

Who is Helvetic Estates?

Helvetic Estates AG was founded in September 2007 and is a joint-stock company under Swiss law with headquarters in Bern.

Where does Helvetic Estates invest?

Helvetic Estates AG invests in residential and commercial real estate that offers stable earnings. All investment properties are located in Switzerland.

Facts And Figure

  • Founded
    September 2007
  • Business year
    1 January – 31 December
  • Securities number
    355 38 51 (not listed)
  • Investment focus
    Lucrative residential and commercial real estate in a good condition and with an attractive ROI as well as residential properties with development potential.
  • Investment decisions
    The Board of Directors is responsible for all investment decisions.
  • Portfolio Manager
    Daniel Fluri
  • Stocks
    Common registered shares of CHF 817.-. The principle of "one-share-one-vote" applies.
  • Share capital
    CHF 34,534,590.-
  • NAV
    Intrinsic value per share: CHF 1,334.- (May 2016), latest published increase in value since launch, after tax: 33.0%
  • Issuance
    The share premium (agio) is determined by the Board of Directors when new shares are issued.
  • Information
    Statutory duty of information in accordance with the Swiss Code of Obligations.
  • Revaluations
    Revaluations are not possible due to accounting practice, even if higher estimates from independent valuation experts are available.
  • Auditor
  • Reports
    Annual reports

The Team

Daniel Fluri

Member and Delegate of the Board of Directors Responsible for the Real Estate Portfolios

Jonas Jenni

Chartered Real Estate Trustee Property Manager

Marcial Lüscher

Chartered Real Estate Trustee Property Manager

Roger Rieder

Junior Real Estate Trustee Property Manager

Barbara Jüni


Board Of Directors


Peter J. Schmid
Chairman of the Board of Directors

Attorney-at-Law, LL.M. Founding partner of Schmid Attorneys at Law with offices in Bern and Zurich.

Dr.iur. Georges Bindschedler
Deputy Chairman of the Board of Directors

Attorney-at-Law and Notary, more than 25 years experience in banking and trusteeship as well as in management consulting. Serves on the boards of various companies.

Daniel Fluri
Member and Delegate

Federally Certified Estate Agent, over 20 years professional experience in the property business, specialises in the active management of real estate assets.

Domenic Parli

Wealth and asset manager and investment specialist with more than 20 years of experience in the banking and financial industry. He is co-founder and co-member in several companies in the asset management industry. Furthermore, he is a developer and acts as mentor of innovative financial products relating to physical precious metals.

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