Andrea Kaufmann
Chief Executive Officer
18 years FX and rates, formerly Zurich bank dealing desk.
About us
A brokerage run by people who have carried risk
Helvetia Markets AG was founded in Zurich in 2014 and has been supervised by FINMA since 2016.
Our mission
Make the cost and quality of execution legible to the person paying for it
Most brokers compete on marketing. We decided to compete on the two things a trader can actually verify: what a round turn costs, and what happens to an order after it is sent.
Everything below is a commitment we can be measured against, not a value on a wall.
One price, stated once
We charge visibly and never a second time through the spread. The number on the pricing page is the number on your statement.
Published execution quality
Fill rates, slippage and rejection statistics go out monthly, including the months that do not flatter us.
Client money kept apart
Balances sit in segregated accounts at Swiss custodians and are reconciled every business day.
Never on the other side
We decline revenue streams that would put the firm against a client position. No internalised risk book.
- Founded in Zurich
- 2014
- FINMA supervised
- 2016
- People across 3 offices
- 68
- Client assets held
- CHF 1.9bn
Milestones
Twelve years, built one licence at a time
From one liquidity relationship to a multi-asset book cleared through Swiss custodians.
2014
Founded in Zurich
Four former bank dealing-desk traders start the firm above a Löwenstrasse bookshop with a single FX liquidity relationship.
2016
FINMA authorisation
Licensed as a securities firm and cleared to onboard retail and professional clients across Switzerland and the EEA.
2019
Multi-asset launch
Stocks, indices and commodities join the platform, all margined from one pool and one statement.
2022
Digital assets and custody
Crypto trading launched with segregated qualified custody and proof-of-reserve reporting.
2024
Institutional infrastructure
FIX 4.4 gateway and Zurich colocation opened to systematic desks, with sub-millisecond internal routing.
2026
Research and risk automation
Signal research and automated risk controls released to Professional and Institutional tiers.
Leadership
The people accountable for your fills
Luca Bernasconi
Chief Risk Officer
Built margin frameworks for two European brokers.
Sofia Wyss
Head of Compliance
Former FINMA supervisor for securities firms.
Daniel Frei
Head of Trading
Runs liquidity relationships and venue routing.
Petra Huber
Chief Technology Officer
Low-latency matching and market data systems.
Marc Schneider
Head of Client Coverage
Leads the 24/5 desk in Zurich and Geneva.
- FINMA authorisation
- Helvetia Markets AG is authorised as a securities firm and supervised by the Swiss Financial Market Supervisory Authority.
- Segregation of client assets
- Client cash is held at Swiss custodian banks in accounts separate from the firm's own, reconciled daily and reported monthly.
- External audit
- Financial statements and regulatory returns are audited annually by an independent FINMA-recognised audit firm.
- Capital and liquidity
- The firm holds capital and liquidity buffers above the regulatory minimum, tested quarterly against stressed market scenarios.