Helios Wealth Management delivers professional, diversified investment services to drive strategic wealth growth and long-term succession for high-net-worth clients.
Optimize multinational portfolios for maximum returns based on in-depth market analysis.
Develop comprehensive family trust and succession strategies to ensure stable intergenerational wealth continuity.
Provide strategic acquisition guidance to support clients’ business expansion in global markets.
Focus on sustainable energy, cutting-edge technology, and biomedicine to capture opportunities in high-growth sectors.
Explore private equity and digital asset investments to offer diversified growth pathways for clients.
Helios Wealth Management delivers superior investment outcomes through professional strategies and global vision.
Optimization Rate
85% of portfolios are optimized using AI technology, ensuring efficient returns.
Markets
In-depth analysis of 15+ global markets provides forward-looking investment advice.
Clients
Delivered tailored wealth management to over 500 high-net-worth clients, building long-term trust.
Founded in 2020 and headquartered in Colorado, USA, Helios Wealth Management is a global financial services firm specializing in wealth management for high-net-worth clients. Leveraging deep expertise in European and U.S. markets, combined with AI-driven analytics and a network spanning 20+ countries, we provide tailored asset allocation, family fund succession, and industrial acquisition solutions. Our team of 200+ experts, led by seasoned professionals like Evert Vandenberghe and Élodie Vermeer, is committed to delivering long-term, stable wealth growth through real-time market insights and forward-looking investment strategies.
