360° Consolidation for Global Wealth.
Independent investment reporting and risk management for families, foundations, and institutions.
25 Years of
Fiduciary Excellence
The Intelligence Behind Your Results
Every streamlined report is backed by a refined interplay of human insight and intelligent technology — helping you spot risks, compare costs, and maintain oversight at all times.
How can we support your Wealth goals today?
Stay ahead of volatility and mitigate fiduciary exposure.
A unified, 360° view of your entire wealth spectrum.
Ensuring transparency for the generations to come.
Leverage independence for unbiased partner selection.
More time for your clients, less effort on administration.
Empowering your wealth and protecting your legacy.
Greater security. Better oversight. Lower risk.
Providing added value and enhancing client trust.
Regulatory certainty and full control at all times.
Request a Sample Report
100% confidential. Get a sneak peek at our consolidation report.
Transparency builds trust – your wealth, your expertise.
Empowering individuals, families and professional investors with informed decision-making.
Human Oversight, Digitally Delivered
Fiduciary Insights for the 2026 Landscape
A curated selection of expertise on cross-border reporting, alternative asset valuation, Swiss regulatory evolution and more.
FAQs
Transparent answers regarding our reporting and monitoring solutions, and how we complement your existing financial relationships.
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.
Yes. Swisstrust proudly serves both Swiss and international clients. Our solutions are designed to support wealth structures of diverse complexity, across multiple jurisdictions. We ensure seamless communication, full transparency, and compliance with Swiss standards — so you can rely on us wherever you are.
Yes. In addition to Swiss and international bank accounts, we consolidate private equity investments, residential and income properties, operating companies and collectibles of any kind (cars, art, etc.) among others. Financial obligations such as mortgages or lombard loans are of course also included — giving you a unified 360° view of your global wealth.
Depending on each bank’s technical setup, typical connection methods may use APIs, secure SFTP, or statement ingestion with normalisation and reconciliation, enabling smooth multi-bank consolidation. For non-bankable assets or banks without automated feeds, data is processed manually.
Swisstrust is not subject to FINMA regulation, as we do not provide asset management services. 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.
Our services are designed for individuals and organizations seeking clarity and control over complex wealth structures. Whether you manage personal wealth or oversee client portfolios, Swisstrust helps you gain a clear, unbiased view of your assets — without conflicts of interest.
We work with:
- Individuals and families who want transparent, consolidated reporting across global assets.
- Lawyers, trustees, and family offices looking for reliable monitoring and risk management solutions for their clients' wealth.
- Corporates and professional advisors who require independent investment controlling and consulting support.
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.
Situations change — and so can your service needs. If our collaboration ends, we ensure a smooth offboarding and secure handover. You'll receive a final consolidated report and we coordinate any additional steps seamlessly with your team or new provider.
Talk to us
A 20‑minute consultation to understand your goals and assess where we can add the most value. 100% confidential.
Reach out to us anytime — we’re happy to assist with your questions and requests.
Call
Speak to us directly. We’re just a phone call away if you need immediate assistance.
Visit
Stop by our office, have coffee with the team — we look forward to welcoming you in person.