Switzerland: Private Client Trust & Advisory Services 2018

In this chapter we feature 23 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 SA, Geneva
2. Jim Parker Butterfield Trust, Geneva
3. Xavier Isaac Accuro Trust (Switzerland) SA, Geneva

SUMMIT TRUST INTERNATIONAL boasts three leading experts who are highlighted for their excellent work in the field.
Daniel Martineau is known by players in the market for his insightful advice into private client matters. He has a wealth of experience from his previous positions at trust companies and private banks, giving him an expert understanding of client needs.
Stella Mitchell-Voisin is highly sought after for her comprehensive experience and insight into trust and advisory matters including private trust companies, fine art and private equity concerns.
Clare Usher-Wilson also stands out for her leading expertise and work in the private client space where she wins international recognition.

Jim Parker at BUTTERFIELD TRUST boasts strong experience in the banking sphere and is highly regarded for his first-rate wealth advisory practice.
Phil Lenz is widely respected in the Swiss market for his impressive expertise in the banking sector where he boasts over 15 years’ experience. His superb practice encompasses a wide array of wealth advisory, planning and structuring matters.

At ACCURO TRUST, Xavier Isaac has over two decades of experience in trust and advisory matters and is noted by peers and clients alike as a leading name in the Swiss market.
Natacha Onawelho-Loren is a specialist in trust and wealth structuring where she wins praise for her particular expertise in Russia and Eastern European-related matters.

ROTHSCHILD TRUST’s Marco Jaeger receives endorsements from sources for his deep knowledge of the field as well as his pragmatic approach to private banking and trust matters.
Anna Steward is a well-known figure in the Swiss market who gains recognition as a top-tier private client tax adviser and wealth planner.

RHONE TRUSTEES Simon Briggs is a prominent name in the private client space, recognised for his excellent work handling trusts, funds, property rights and securities.

At FIDES TRUSTEES Robert Darlington is highlighted by clients as “a real team player” who wins praise for his “open-minded approach” to investment matters as well as his ability to “go the extra mile”.

Andrew McCallum at RAWLINSON & HUNTER is a private client specialist who is highlighted for his expert handling of accounting, audit and trust-related matters.

Carolyn Steppler at CREDIT SUISSE is recognised for her exceptional expertise handling wealth planning matters on behalf of a range of private clients.

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Nominees have been selected based upon comprehensive, independent survey work with both general counsel and private practice lawyers worldwide. Only specialists who have met independent international research criteria are listed.

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