Independence, precision, Swiss heritage
With over 25 years of specialised expertise, we provide analysis that drives better decisions — enhancing performance and safeguarding family legacies. Since 1999, our work has been guided by a steadfast commitment to Swiss fiduciary excellence.
Twenty-five years of building trust
Rooted in Zurich and connected across continents — always guided by foresight and a deep sense of responsibility to anticipate what our clients will need tomorrow.
1999
Founded by Interhold AG to provide investment reporting services for the family office's in-house clients.
2006
Built proprietary software to support fiduciary tasks — enhancing efficiency, precision, and data security across all processes.
2009
Joined a Swiss self‑regulatory organisation, strengthening our commitment to robust compliance and quality standards.
2014
Expanded beyond Interhold AG to serve external clients, making our fiduciary expertise accessible to a wider audience.
2025
Transitioned to a specialised SaaS provider and a secure cloud infrastructure, ensuring maximum stability and allowing full focus on client service.
Our Guiding Principles
Our foundation rests on three unwavering principles, ensuring our interests remain 100% aligned with yours. We transform complexity into simplicity — always prioritizing absolute discretion and cultivating long-term partnerships that last for generations.
Independence
No proprietary products, no retrocessions, and no active asset management — ensuring a partnership free from conflicts of interest.
Transparency
Our mission is to reduce complexity, presenting even the most intricate financial structures in a clear, understandable way.
Trust
We uphold absolute discretion, serving as a dedicated partner focused on the long-term stability and success of our clients.
Human Oversight, Digitally Delivered
Deep expertise meets genuine care for client outcomes. Our team of specialists brings decades of combined experience in: Trust Services, Private Banking, Asset Management, Corporate Finance, Venture Capital, and FinTech.
Expert fiduciary and auditor specializing in comprehensive client accounting solutions.
Creates tailored financial strategies navigating complex wealth landscapes.
Ensuring all our clients records are up-to date and safely stored.
Drives portfolio optimization across all asset classes with comprehensive reporting strategies.
Perfection in processes, technology and security building the platform for our services.
Drives client-centricity and strategic partnerships, creating shared value across the ecosystem.
Contributes to precise investment reporting while managing essential administrative workflows.
Strengthens our team with versatile support, enhancing his academic studies with practical experience.
Join the team
We don’t currently have open positions but we welcome applications.
Ready to decide
with clarity
Schedule your 20‑minute consultation. No obligation. 100% confidential.
Common Questions
Whether you are curious about our independent status or our reporting technicalities, explore the most common inquiries regarding our specialized services.
Swisstrust stands for independence, decades of experience, and uncompromising client focus. Our clients know: choosing Swisstrust means choosing a partner who shares your values and puts your interests first. With innovative, modular solutions and an eye for detail, we deliver boutique services that guarantee transparency, trust, and future-proof security.
Zurich combines Swiss regulatory stability, banking infrastructure, and global accessibility. As an independent firm based in Zurich since 1999, Swisstrust operates at the center of a deeply specialized wealth ecosystem — always prioritizing with your interests and objectives above all.
Swisstrust is not subject to FINMA regulation, as we do not manage assets or act as a financial intermediary. We operate exclusively in an advisory and administrative capacity. To ensure reliable quality and strong compliance standards, we are a member of Treuhand Suisse and PolyReg, a recognised Swiss self‑regulatory organisation.
Swisstrust is an independent company. It was originally founded by Interhold AG to create an independent reporting provider. What began as an internal solution evolved into a service available to other clients. Interhold remains the sole shareholder, ensuring long-term financial stability. It appoints two board members, but is not involved in day-to-day operations. Apart from ownership, the relationship is like any other client relationship: Interhold was our first client and is now one of many. Important: Interhold does not offer asset management either. Therefore, there are no conflicts of interest, and Swisstrust's independence is fully guaranteed.
Independence is one of our core principles; we work as a truly independent partner with no proprietary products or asset management offerings. This means we have no conflicts of interest and can act as a neutral "sparring partner" to provide unbiased expert opinions and transparent analysis of your current banks and asset managers.