Choose your path to clarity

Independent investment reporting provides a consolidated view of all your investments across multiple banks, custodians, and asset classes, including non-bankable assets. Unlike bank reports, it is custodian-neutral and unbiased. Swisstrust has provided this service to UHNWI and their trusted advisors since 1999.

Swisstrust aggregates data from all your custodians into a single unified report. We normalise different reporting formats and currencies to give you one clear picture — including real estate, art collections, and private equity — regardless of how many jurisdictions you hold assets in.

Absolutely. We consolidate and display your global wealth across your existing custodians and asset structures, without disrupting any current relationships. Your capital remains exactly where you have chosen to keep it — but you gain a neutral oversight layer covering all your individual asset positions.

We aggregate all positions daily and apply a unified risk framework, regardless of which custodian bank, trust structure or foundation holds the assets. This gives you a true view of concentration risk, currency exposure, and liquidity — something no single bank or asset manager can provide.