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Private Clients

We are one of the leading providers of private client solutions in the region offering a powerful combination of highly integrated regional and global capabilities, detailed local market knowledge, technical excellence and hands-on, senior practitioner-led personal service.

Man Watch
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They are the largest independent company that is still privately owned. They also have capabilities offshore and in the US. It is useful that they have those platforms and the private ownership makes them very strong.

Chambers & Partners High Net Worth Guide, 2018

I hope that they will continue to be successful, they have a good team and are great to work with.

Chambers & Partners High Net Worth Guide, 2021

They would be my number one choice for an international family and also number one for a client who needed a trust company that was very responsive and flexible.

Chambers & Partners High Net Worth Guide, 2019

They are strong on the private trusts front. They are a good and well-known name in the market.

Chambers & Partners High Net Worth Guide, 2023

Our Services

Private clients are at the core of our business.  Since our founding in 1978 we have worked with high net worth families, family offices and professional advisors to preserve wealth from generation to generation, assist in orderly succession planning, and guard against political and economic uncertainty.

Switzerland

We are one of the few international trust companies that is licensed and regulated by the Swiss Financial Market Supervisory Authority as  a Swiss trustee.  Swiss trustees may administer trusts governed by the law of other jurisdictions, such as the Bahamas, British Virgin Islands, Jersey, New Zealand or Singapore. Trusts are administered in Switzerland for international families with wide-ranging needs, such as succession planning, generational transfer of assets, protection of vulnerable family members, relocation, philanthropy, corporate needs and asset protection.

UK and Crown Dependencies

We are a regulated trustee in Guernsey, Jersey and Isle of Man, as well as the UK, enabling us to support private clients and professional advisors looking for either onshore or offshore wealth structuring solutions across these internationally recognised centres of excellence. Our experienced team supports a truly international client base, and is familiar with a broad range of trust instruments, including discretionary trusts, purpose trusts and settlor reserved powers trusts.  We are also considered one of the market leaders in the niche field of Employee Ownership Trusts.

European Union

Our presence in Cyprus, Luxembourg, Malta and Spain provides a wide range of options for clients in need of assistance within the EU.  We are experienced in administering corporate asset holding structures across all four jurisdictions.  In addition, we are a licensed trustee in both Cyprus and Malta, enabling us to establishment administer, Cyprus and Malta trusts, as well as Malta foundations. We also assist private clients seeking to apply for EU residency schemes, such as the Spanish Golden Visa and the Cyprus Permanent Resident Permit.

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Private clients are at the core of our business.  Since our founding in 1978 we have worked with high net worth families, family offices and professional advisors to preserve wealth from generation to generation, assist in orderly succession planning, and guard against political and economic uncertainty.