Define your results. Achieve total clarity.
Navigate our solutions through the lens of your most critical financial goals. From consolidating global assets to managing complex fiduciary risks, explore how Swisstrust delivers the precise intelligence you need to make informed decisions.
Manage Risk & Fiduciary Liability
Stay ahead of market volatility and governance challenges with proactive risk monitoring and robust investment controlling.
We identify volatility, concentration, market, and currency risks across portfolios early and effectively. For fiduciaries and directors, this ensures compliance while creating transparency and reducing audit effort.
Risk Monitoring
Tracking of consolidated exposures across all portfolios, custodians, and asset classes.
Investment Oversight
Continuous monitoring to ensure alignment with investor risk tolerance and mandate restrictions.
Tailored Reporting
Bespoke analyses to assess governance and risks, evaluate cost and address the stakeholders.
Audit Readiness
All documentation and evidence are meticulously prepared to ensure maximum compliance in line with current standards.
Consolidate & Compare Global Assets
Gain a unified, transparent view of your entire wealth spectrum as we provide a 360° perspective for informed, timely decisions.
Our team consolidates your global assets, seamlessly integrating traditional and alternative investments across portfolios, banks, and jurisdictions.
Unified Overview
A single, consolidated overview of all assets — custodian-neutral, with multi-currency normalization.
Cost Transparency
Aanlyse and compare cost structures across your entire wealth — covering banks, asset managers, or product costs.
Multi-Asset Coverage
Integration of bankable and non-bankable assets, incl. private equity, real estate, collectibles, and more.
Performance Insights
Assess detailed performance contribution and compare results against market standards and peers.
Plan for Seamsless Wealth Succession
Empowering your wealth and protecting your legacy, today and for generations to come.
We create transparency to help shape your future with lasting impact, ensuring the next generation is introduced to family wealth in a clear and structured way.
Ad-hoc Analysis
Thorough spot-check of your global, consolidated wealth — identifying actionable insights early and effectively.
Suitability & Alignment
Unbiased risk profiling and alignment assessment against your objectives and tolerance.
Strategic Advisory
Creation of a personalized global investment strategy, suited for generational wealth transfer.
Tailored Approach
Independent investment audit and bespoke analyses to assess governance, risk exposure, and compliance.
Identify & Select Financial Partners
Find the right partner for every stage of your wealth journey. We help you identify financial service providers tailored to your needs.
Whether for custody, asset management, or specialized advisory: Our expertise and independence ensure you have the best partners in place for upcoming liquidity events and strategic decisions.
Expert Matchmaking
Leverage our curated network of trusted providers to find the partner best suited to your objectives and needs.
Beauty Contests
We conduct exclusive "Beauty Contests" (RFPs) to compare suitable providers and secure the best‑fit strategy and terms.
Ready to decide
with clarity
Schedule your 20‑minute consultation. No obligation. 100% confidential.
Seeking a solution for your specific profile?
Explore our specialized solutions designed to meet the unique needs of individuals and professional clients alike.
Explore our offering and transparent pricing.
From consolidation to advanced investment controlling — find the package and add-ons that perfectly align with your wealth structure and requirements.
Common Questions
Whether you are curious about our independent status or our reporting technicalities, explore the most common inquiries regarding our specialized services.
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.
Swisstrust consolidates assets across all your family structures (trusts, foundations, holding companies, etc.) into one comprehensive report. We provide a simplified view while maintaining the legal separation of entities — critical for risk management, decision-making and strategic planning.
We create a comprehensive asset map and governance structure that simplifies handover to the next generation. This includes standardised reporting formats, documented investment mandates, and a consolidated picture that heirs, trustees and legal advisors can understand immediately.
The beauty contest is a structured selection process where multiple asset managers present competing strategies. Swisstrust identifies a shortlist of suitable service providers, designs the brief, evaluates submissions on objective criteria, and provides an independent recommendation — unbiased, independent, and free of any sales incentives.