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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceFamily OfficesZurichFamily Office Services SwissTrust AG
Family Office Services SwissTrust AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of SwissTrust Family Office Services AG is to provide wealth management services to high-net-worth individuals, family businesses, investment companies, asset managers, trustees, and foundations. Specifically, this includes: Investment reporting and consolidation, risk management and monitoring, asset management and consulting, securities accounting and portfolio optimization, and family office services. The company offers a digital platform that enables the consolidation of assets, monitoring of risks, and informed decision-making. The services are tailored to the needs of ultra-high-net-worth individuals and family businesses.

AI-generated
Offering

Products & services

Industry:Family Offices
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Family Office Services SwissTrust AG

Fiduciary Offices
✓ Offered10
Reporting & Monitoring
Reporting, Risikoanalyse, Kostenanalyse, Performance-Benchmarking, Financial Service Provider Comparison, Restriction & Suitability Check, Bespoke Analyses und persönliche consultation upon request.
Reporting Only
Setup and monitoring of data feeds and interfaces with custodian banks, regular data maintenance and reconciliation, technical and manual consolidation, quarterly Consolidated Wealth Report and Performance Analysis.
Financial Partner Selection
Ad-hoc analysis of the wealth situation and objectives, recommendation of trusted wealth partners, organisation of Beauty Contests (RFPs) with asset managers, custodian banks, trustees and estate planners.
Investment Consulting
Ad-hoc analysis of consolidated wealth, assessment of risk alignment against objectives and tolerance, and creation of a personalised global investment strategy.
Pre-Opening Service
Preparation for account openings with custodian banks, KYC and AML checks, complete KYC dossier including Source of Wealth derivation, and risk assessment for the opening process.
AML Compliance Package
Transaction monitoring and documentation, comprehensive data storage, and risk assessment for KYC, AML and cross-border status.
Securities Accounting
Detailed securities accounting with proprietary software, supporting efficient portfolio control and professional administration of securities and investments.
Financial Accounting
Specialized financial accounting for investment companies, trusts and foundations.
Audit/Review Preparation
Preparation of audit-proof documentation and execution of audits on behalf of clients.
Tax Services
Comprehensive securities accounting, preparation of documents for the tax advisor, optional tax returns for Swiss tax domicile, and tax reclaim services.
Trust & reputation

ranQ Trust Score of Family Office Services SwissTrust AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

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Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Family Office Services SwissTrust AG has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Family Office Services SwissTrust AG scores 89.3 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
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CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
Family Office Services SwissTrust AG scores 83.3 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
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CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).83.322%
Family Office Services SwissTrust AG scores 22.9 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
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CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.22.94%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Family Office Services SwissTrust AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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Secure profile

Location

Bellerivestrasse 29
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-101.131.556
Founded
1999 · 27 years
Last commercial register change
July 7, 2026
Employees
11 to 20
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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