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DirectoryFinance & InsuranceFamily OfficesZurichFamily Office Services SwissTrust AG
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Family Office Services SwissTrust AG

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.

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Offering

Products & services

Industry:Family Offices
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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.

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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

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