Team

Reto Helfer

Partner
Director

Reto Helfer (1978) worked as a client advisor in private banking at the Cantonal Bank of Fribourg.

In addition to investment and asset management, he also specialized in financial planning.
In cooperation with external partners, he is responsible for all matters relating to pension provision and taxation.

He has a degree as a Swiss federal financial planner. Reto Helfer’s mother tongue is German, and he speaks French and English fluently.