Investment Reporting, Consolidation and Risk Monitoring

Independent, family-owned, and Swiss-based for over 25 years.
We empower ultra-high-net-worth individuals, family offices, investment companies, asset managers, trusts, and foundations with informed decision making.

01
Investment Reporting
Investment Reporting

Investment Intelligence

Transform complex data into actionable insights. Our platform delivers real-time visibility across your global assets, with precise metrics on risk exposure, equity positions, and bond portfolio duration. Track performance against custom benchmarks and maintain complete cost transparency.

02
Consolidation and Securities Accounting
Consolidation and Securities Accounting

Global Portfolio Consolidation

Gain a unified view of your entire wealth spectrum. Our expert team consolidates your global portfolio based on auditable securities accounting in any currency, seamlessly integrating both traditional and alternative investments - from public markets to private equity, real estate, art, and luxury assets.

03
Risk Management
Risk Management

Advanced Risk Management

Stay ahead of market volatility with proactive risk monitoring. Our sophisticated system tracks individual stock exposure across your consolidated portfolio while ensuring strict adherence to your investment criteria. Perfect for trustees and fiduciaries seeking to maintain compliance and minimize liability.

04
Other Services
Family Office Services

Investment Audits and many more

We represent our clients towards third party financial providers, evaluate and advice on the selection of banks and asset managers (through custom beauty contests) and negotiate best terms and conditions for our clients (25 years experience, several benchmarks through broad client base, strong network amongst providers and high placement power).

"Our experience with Swisstrust was impeccable. I would strongly suggest anyone looking for a

Rebecca Davis
Wealth Manager, UBS Wealth Mgmt

"The insights we gain from this platform are invaluable. It has truly elevated our service quality!"

James Smith
Wealth Manager, UBS Wealth Mgmt

Frequently Asked...

Find answers to your most pressing questions about our wealth management software.

What is the software?

Our software is designed specifically for private wealth managers. It provides tools to manage Ultra High Net Worth clients effectively. With features tailored to their unique needs, it streamlines the investment process.

How does it work?

The software integrates seamlessly with existing systems. It offers real-time data analytics and reporting tools. This allows wealth managers to make informed decisions quickly.

Is it secure?

Absolutely, security is our top priority. We utilize advanced encryption methods to protect sensitive data. Regular security audits ensure compliance with industry standards.

What support is available?

Our dedicated team is ready to assist with any issues. Additionally, we provide comprehensive training resources.

Can I customize it?

Yes, our software is highly customizable. Users can tailor features to meet their specific needs. This flexibility enhances the overall user experience.

Excellence

Our Team

Meet the experts dedicated to your financial success.

Sandy Reho
Senior Finance Manager & Compliance Officer

Champions regulatory excellence and client interest protection.

Rainer Bischof
Senior Finance Manager

Expert fiduciary and auditor specializing in comprehensive client accounting solutions.

Thomas Henz
Senior Finance Manager

Creates tailored financial strategies navigating complex wealth landscapes.

Susanne Talir
Senior Client Administration

Ensuring all our clients records are up-to date and safely stored.

Milan Goeman
Finance Manager

Focuses on advanced risk assessment and asset protection strategies.

Rémi Kappeli
Head of Investment Reporting and Consolidation

Drives portfolio optimization across all asset classes with comprehensive reporting strategies.

Diego Kuonen
Head of Operations

Perfection in processes, technology and security building the platform for our services.

Maddy Platt
Trainee

Strong support along all our services and inhouse event manager keeping our team together.

We're Hiring!

Join our team of financial experts today!

Reach out to us

Contact us

Have questions about our services? Our team is ready to help shape your wealth management strategy.

Email Us

Let us know what's on your mind
info@swisstrust.ch

Call us

Incase you have an enquiry
+41 44 268 80 80