EXPERTISE
Wealth Management
More than just a holiday destination – spot on Cyprus

Popular holiday destination or major international financial centre? Both, says Harris Makriyiannis. The Managing Director of Leo Trust Cyprus talks also about services, products, the future – and eco-label awarded beaches.

August 11, 2022
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Wealth Management
Family business – it's all about resilience

COVID-19 has had a profound impact on family businesses, especially with respect to operations, investments, digital money and the coaching of the next generation.

September 2, 2022
Wealth Management
More than just a holiday destination – spot on Cyprus

Popular holiday destination or major international financial centre? Both, says Harris Makriyiannis. The Managing Director of Leo Trust Cyprus talks also about services, products, the future – and eco-label awarded beaches.

August 11, 2022
Wealth Management
Global uncertainty? Asset protection!

Asia Outbound, designed to assist corporate structuring, asset protection, and immigration service providers, is one of the most trusted resources for Asia’s business and investment leaders. Leo Trust was not just attending this year’s Asia Outbound Summit in Dubai but participating with various key-note speeches.

June 16, 2022
Wealth Management
WEF 2022 – live tokenization, digitization

What Leo Trust specialised in a few years ago was a much-discussed topic at this year's World Economic Forum: Non-Fungible Tokens, NFT. Leo Trust shed light on the fascination of NFT from an investment perspective at the WEF in Davos – and captivated the numerous guests with a live tokenization of a work of art.

June 10, 2022
Wealth Management
Swiss trust – quo vadis?

Trusts have become an integral part of international wealth structuring and estate planning. Switzerland does not yet have its own trust law. Nevertheless, in 2018 the Federal Council was mandated to create the legal basis for a Swiss trust to strengthen Switzerland as a financial centre. But what is the situation today and what does the future hold?

June 3, 2022
Wealth Management
Setting sail again – STEP Alpine Conference 2022!

Interlaken was calling. A delegation of Leo Trust Switzerland participated this year’s STEP Alpine Conference and talked, amongst others, about the impact of the COVID-19 crisis on the private client industry and provided insights to more than 300 participants.

May 23, 2022
Wealth Management
Flat-rate taxation? Lump-sum? Switzerland is calling!

Switzerland's flat-rate taxation is an attractive tax model for wealthy foreign individuals. The approved flat-rate taxation, also called «lump-sum», «golden visa» or «tax ruling», is at the same time a residence permit. But beware: Requirements, handling, assessment bases etc. can vary from canton to canton. Moreover, not every canton offers this tax model.

April 10, 2022
Wealth Management
Whom do you trust: human or machine?

Trust is an integral part of customer relationships and services, including digital services. But what are trust factors, what about the charter of trust – and what role plays artificial intelligence?

March 8, 2022
Wealth Management
Sequel: Best Institutional Trust or Fiduciary Company

Didn’t you always want to know what sets Leo Trust apart from its peers? How Leo Trust masters the challenging environment? Be ready for some key insights.

February 9, 2022
Wealth Management
Best Institutional Trust or Fiduciary Company

Thanks to client-centric and trust-based strategy, first-class service quality, committed interdisciplinary teams of trust experts and the optimal position to provide highly complied crypto currency services – Leo Trust Switzerland wins the WealthBriefing Swiss Awards 2022 in the category «Institutional Trust or Fiduciary Company».

February 4, 2022
Wealth Management
STEP Private Client Awards – and the winner is …

Congratulations to Accuro Fiduciary, the winner of the STEP Private Client Awards 2021/2022 – category trust company of the year (midsize firm).

September 24, 2021
Wealth Management
Leo Trust Switzerland is nominated for trust company of the year

Leo Trust Switzerland has been shortlisted in the category of trust company of the year (midsize firm) in the prestigious STEP Private Client Awards, which highlights excellence among private client advisors in the international trust and financial services industry.

July 9, 2021
Wealth Management
WEBINAR: Wealth Management and Asset Protection in the new Global Tax Environment

In front of around 25 select onsite attendees and 30 online participants, six experts guided the listeners through specific highlights such as state-of-the-art estate planning, asset management with cryptocurrencies, asset protection based on a real life case study with savvy take-aways and the evolution of corporate services in the new global tax environment.

June 22, 2021