About Helvate# A close-knit team, always by your side. Complementary profiles - business management, human resources, law, finance, accounting and insurance - brought together by a shared commitment: to listen to you first, then advise you. 500+ clients supported 1 single point of contact 20+ areas of expertise 7+ languages spoken ![FINMA](https://www.helvate.ch/storage/sections/certifications/helvate-certification-finma-4.webp) ![myAFA](https://www.helvate.ch/storage/sections/certifications/helvate-certification-myafa.webp) ![FER CIAM](https://www.helvate.ch/storage/sections/certifications/helvate-certification-fer-ciam-3.webp) ![IGE](https://www.helvate.ch/storage/sections/certifications/helvate-certification-ige.webp) Our story## Three chapters, one conviction ### Complementarity, our strength Experts in business management, human resources, law, finance, accounting and insurance: our strength lies in the complementarity of our profiles. This synergy gives us a complete view of every project. ### A shared energy Driven by a shared energy and a strong team spirit, our group stands out for its dynamism, its responsiveness and its ability to adapt to its clients' challenges in an ever more demanding environment. ### A growing adventure Today, this adventure continues to grow, driven by the same passion: building sustainable, high-performing and meaningful projects, with fast, relevant and tailor-made solutions. Our values## A people-focused, collaborative and responsible management style Trust and transparency are at the heart of our relationships - with our clients and within our team. ### Human Support tailored to your challenges, where every client is listened to and personally advised. ### Collaborative A strong, responsible team spirit, dedicated to lasting and meaningful projects. ### Trust Relationships built on reliability, commitment and keeping our promises over time. ### Transparency Clear communication at every step: you always know where things stand, with no surprises. The team## Meet our team [![Loïc Ortéga](https://www.helvate.ch/storage/16/conversions/helvate-loic-ortega-card.webp) ![](https://www.helvate.ch/images/helvate-mark.svg) ### Loïc Ortéga Co-Founder & Managing Director FINMA company No. F01537938 ](https://www.helvate.ch/en/equipe/loic-ortega) [![Marianna Chekheleva](https://www.helvate.ch/storage/17/conversions/helvate-marianna-chekheleva-card.webp) ![](https://www.helvate.ch/images/helvate-mark.svg) ### Marianna Chekheleva Co-Founder & Managing Director FINMA No. F01535242 ](https://www.helvate.ch/en/equipe/marianna-chekheleva) [![Dalel Morjane](https://www.helvate.ch/storage/19/conversions/helvate-dalel-morjane-card.webp) ![](https://www.helvate.ch/images/helvate-mark.svg) ### Dalel Morjane Office Manager FINMA No. F01555165 ](https://www.helvate.ch/en/equipe/dalel-morjane) [![Helena Da Silva Moreira](https://www.helvate.ch/storage/18/conversions/helvate-helena-da-silva-moreira-card.webp) ![](https://www.helvate.ch/images/helvate-mark.svg) ### Helena Da Silva Moreira Chartered Accountant ](https://www.helvate.ch/en/equipe/helena-da-silva-moreira) [![Yohan Barrere-Ortéga](https://www.helvate.ch/storage/20/conversions/helvate-yohan-barrere-ortega-card.webp) ![](https://www.helvate.ch/images/helvate-mark.svg) ### Yohan Barrere-Ortéga Operations Officer FINMA No. F01552323 ](https://www.helvate.ch/en/equipe/yohan-barrere-ortega) Partners## A connected ecosystem Helvate is connected to Swiss insurance companies and pension institutions. We compare their offers with complete independence and negotiate the best terms for you. - 100% independent - 34+ offers - Response within 24h ![AXA](https://www.helvate.ch/storage/1/conversions/helvate-axa-badge.webp) ![Generali](https://www.helvate.ch/storage/2/conversions/helvate-generali-badge.webp) ![Groupe Mutuel](https://www.helvate.ch/storage/21/conversions/helvate-groupe-mutuel-badge.webp) ![Helsana](https://www.helvate.ch/storage/4/conversions/helvate-helsana-badge.webp) ![Vaudoise](https://www.helvate.ch/storage/5/conversions/helvate-vaudoise-badge.webp) ![Assura](https://www.helvate.ch/storage/27/conversions/helvate-assura-badge.webp) ![Helvetia](https://www.helvate.ch/storage/26/conversions/helvate-helvetia-badge.webp) ![Swica](https://www.helvate.ch/storage/25/conversions/helvate-swica-badge.webp) ![Swiss Life](https://www.helvate.ch/storage/23/conversions/helvate-swiss-life-badge.webp) ![Visana](https://www.helvate.ch/storage/24/conversions/helvate-visana-badge.webp) ![Allianz](https://www.helvate.ch/storage/22/conversions/helvate-allianz-badge.webp) ![](https://www.helvate.ch/images/helvate-mark.svg) Have any questions?## FAQ - About us Who is behind Helvate? Helvate was founded by entrepreneurs who wanted to bring their expertise together within a single group, in order to offer more comprehensive, more consistent and more human support. The group brings together complementary skills in business management, human resources, law, fiduciary services, insurance, finance and real estate. This multidisciplinary approach allows us to combine our expertise and give you a complete overview of your situation, with support designed around your needs and your projects. Why bring so many professions together in one firm? Because a company's challenges never stop at the boundaries of a single profession. Setting up, developing or structuring a business often involves legal, tax, accounting, insurance, financial and human aspects that are closely interlinked. By bringing this expertise together within a single firm, Helvate gives you a complete and consistent overview, without you having to coordinate a multitude of advisers yourself. Each area of expertise thus contributes to an overall approach, designed around your situation and your goals. Will I have a single point of contact? Yes. You have a dedicated point of contact who knows your situation, follows your case and supports you at every stage. You benefit from the vision and complementarity of our various areas of expertise, while keeping a simple, smooth and personalised relationship with a single contact. A trusted contact, a complete overview, long-term support. What does your commitment to transparency mean in practice? At Helvate, transparency means that you know where you stand, what is planned and what you will pay at every stage. Our prices are easily accessible on our Pricing page, the scope of each engagement is defined upfront and any change to your support is clearly presented to you before it is implemented. You move forward with a clear view of your support, how it works and what it costs, with no unpleasant surprises. What is Helvate's philosophy? We believe that high-quality support rests above all on trust, proximity and clarity. Our approach is to bring complementary expertise together around each situation, while keeping a simple and personalised relationship. We favour transparent exchanges, easy-to-understand advice and solutions built with you, with a view to long-term support. Who is Helvate for? Helvate supports entrepreneurs, business leaders, self-employed people and private individuals at key moments in their professional and personal projects. Setting up, developing, converting or passing on a business, protection, pension planning or handling more complex situations: we bring in the expertise suited to each context. Our approach adapts to your situation, with the level of support you actually need. A free initial conversation## Let's discuss your needs, simply. Tell us about your situation, and we'll take it from there. - Full analysis - Response within 24h - No obligation Thank you! Your request has been noted — a Helvate advisor will get back to you shortly. [+41 22 342 55 55](tel:+41223425555) [contact@helvate.ch](mailto:contact@helvate.ch)