Trust Companies
High Net Worth Guide 2024 : Switzerland
Spotlight
Contact number
+41 44 217 9600About
Provided by Stonehage Fleming
Switzerland is one of the main hubs for our core fiduciary work, but we also have a local investment management business and offer all the other family office advisory services from Switzerland. We have three offices in Switzerland in Zurich, Geneva and Neuchatel. Our investment business sits in Zurich.
One of our key differentiators is that we offer holistic advice to our clients on the various aspects of their wealth; not limited to their financial assets. Switzerland has seen substantial growth of independent asset managers but few are able to offer services beyond investment management. We strongly believe that our value proposition remains unique.
For an independently owned firm we have a remarkable array of in-house capabilities but the differentiator is not our expertise but our experience we have acquired over decades working with successful families. Our local presence combined with our global reach enables us to deal with complex, multi-jurisdictional families. We have a deep understanding of the cultural, language, legal, tax and regulatory challenges our clients face. We believe we have redefined the wealth advisory space for UHNW families. We have a demonstrably successful business, a well-respected brand and most importantly clients who have grown with the firm.
If you are interested in hearing more about how we can help please get in touch: enquiries@stonehagefleming.com
Chambers Review
Stonehage Fleming wins praise for its trustee and wealth planning services in Switzerland and globally. It is also well known for its family office service and has over four decades of experience working with ultra high net worth families.
"Stonehage Fleming have a very pro-active approach and are easy to work with."
"Stonehage Fleming's geographical approach is wide and they're very impressive."
"Stonehage Fleming are a very good trust company that are very strong."