Switzerland: Private Client Trust & Advisory 2019

In this chapter we recognise 21 non-lawyers for their expert knowledge of tax planning and wealth structuring for individuals and companies.

Most Highly Regarded
1. Andrew McCallum  Rhone Trustees, Geneva
2. Xavier Isaac  Accuro Trust (Switzerland), Geneva
3. Jim Parker  Butterfield Trust, Geneva

Summit Trust International performs well here and sees three players highlighted. 
Daniel Martineau is a well-known expert in trust creation and management, with experience advising clients in a wide variety of onshore and offshore jurisdictions.
Clare Usher-Wilson possesses vast experience in trust and wealth management for companies, with expertise in the management of a diverse array of assets.
Stella Mitchell-Voisin has impressive knowledge of private banking and trust matters and offers clients deep expertise in complex asset management and wealth structuring.

Accuro Trust is home to two excellent practitioners.
Xavier Isaac is a distinguished expert in the field who demonstrates deep and varied knowledge of the market. He is recognised for the expert advice he delivers to clients on high-stakes and high-value trust and wealth management.
Natacha Onawelho-Loren focuses her top-notch practice on trust matters, advising clients on domestic and cross-border wealth structuring.

At Butterfield Trust, Jim Parker has extensive industry experience in private banking matters, impressing sources with his comprehensive understanding of the market as well as his commercial approach to proceedings.
Phil Lenz is a sophisticated practitioner who excels in advising clients on trust and wealth structuring, making him a go-to expert in the area.

Rhone Trustees sees two standout individuals listed.
Andrew McCallum draws high praise from his peers who describe him as “a very well-respected player” and “an excellent individual” in the trust space.
Alexandre Semboglou is highly knowledgeable in the taxation and wealth management areas. He is highly sought after by clients for his strong experience in the field as well as the in-depth advice he provides on complex trust structuring matters.

Rothschild Trust achieves two listings.
Marco Jaeger is widely respected for his experience in the market, gained over years of advising clients in private banking, trust and wealth management issues.
Anna Steward gains recognition for her deep expertise in private client matters and is highlighted for her impressive knowledge of trusts and international wealth management.

Clermont Consultants has two experts recognised here.
Kim Grover is a dedicated private client practitioner who is highlighted as an expert in cross-border wealth and estate planning for individuals, families and businesses.
Elliot Goodman is highly experienced in a wide range of private client matters, and has particular expertise in the administration of estate and trust structures and the management of a wide range of assets.

Carolyn Steppler of Credit Suisse is well regarded for her expertise in private client issues and is commended for her impressive work advising UK clients in the Swiss market.

At Fides Trustees, Robert Darlington has decades of experience in advising individuals and families in complex and high-value private wealth structuring and complex trust administration on an international level.

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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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