Switzerland: Private Client Trust & Advisory Services 2017
In this chapter, we highlight 22 of the country’s leading trustees, private bankers, accountants and investment managers that service the private client industry.
|Most Highly Regarded|
|1. Daniel Martineau||Summit Trust International, Geneva|
|2. Stella Mitchell-Voisin||Summit Trust International, Geneva|
|3. Xavier Isaac||Salamanca Group, Geneva|
SUMMIT TRUST INTERNATIONAL’s Geneva office is home to three excellent individuals.
Daniel Martineau draws widespread praise in this year’s research. He is a prominent figure in the Swiss fiduciary market with significant offshore experience.
Stella Mitchell-Voisin continues to impress in our research, emerging as one of the three most highly regarded professionals. She regularly assists ultra-high net worth individuals in establishing and managing their trusts and companies.
Clare Usher-Wilson is a highly rated trustee with considerable experience advising clients on issues relating to private trust companies, charitable trusts and employee benefit trusts.
Private merchant bank SALAMANCA GROUP boasts an impressive trust and fiduciary services team in Switzerland. Two professionals are singled out in our research this year.
Xavier Isaac heads the trust and fiduciary services at the firm and is a major player in the Swiss market. Clients benefit from his 20 years of experience assisting private clients to manage their trust and company interests.
Natacha Onawelho-Loren is recognised thanks to her “unique expertise on the Russian market”. She regularly works with clients and intermediaries to establish trust structures.
ROTHSCHILD TRUST garners two inclusions in this chapter.
The “fantastic” Marco Jaeger is a prominent player in the market with a strong European profile. Senior wealth planner Anna Steward boasts a longstanding practice assisting international private clients looking to establish and manage their trust and estate structures.
RAWLINSON & HUNTER sees two of its professionals recognised in this chapter.
In Zurich, Tom Henderson is known for his longstanding practice covering trusts and providing advice to wealthy individuals and trustees on UK tax and compliance.
Andrew McCallum in Geneva boasts over 18 years of experience assisting international private clients. A chartered accountant, he regularly offers advice on accounting, administrative and auditing issues.
BUTTERFIELD TRUST’s Jim Parker leads the firm’s team in Switzerland and is well versed in the Swiss trust and fiduciary services industry.
Phil Lenz is also recognised for his vast experience assisting high net worth individuals and families manage their wealth.
Boutique trust services company RHONE TRUSTEES sees two individuals highlighted for their impressive work in the field.
The “fantastic” Simon Briggs and the “superb” Alexandre Semboglou draw praise for their extensive experience servicing private clients.
Christopher Schallenberger from ROTHSCHILD BANK AG is an accomplished private banker and wealth management specialist.
At FIDES TRUSTEES, managing director Robert Darlington is a well-established trustee with over 25 years of experience working with international private clients.