Wealth Management

Follow the trend

Family office trends are changing the financial and fiduciary services industry. Dr Roderik J. P. Strobl, TEP, surveys the global family office landscape.

June 18, 2024
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STEP Journal article page with a quote on private equity and a portrait of Dr Roderik Strobl, TEP
STEP Journal article page with a quote on private equity and a portrait of Dr Roderik Strobl, TEP
Wealth Management
Follow the trend

Family office trends are changing the financial and fiduciary services industry. Dr Roderik J. P. Strobl, TEP, surveys the global family office landscape.

June 18, 2024
Guests in dark suits at an outdoor reception under a large parasol
Wealth Management
Moncucchetto 2024 (second edition): an exclusive event on economic and legal overviews

Moncucchetto 2024, co-hosted with EFG Bank, featured insightful presentations by Dr. Daniel Murray on the influence of politics on investments and Prof. Dr. Paolo Bernasconi on AI and cybercrime.

July 22, 2024
Banner of the STEP Alpine Conference 2024 in Interlaken with an official sponsor badge
Wealth Management
STEP Alpine Conference 2024

Leo Trust Switzerland AG is bronze sponsor of this year's STEP ALPINE CONFERENCE

April 8, 2024
Card of the tenth annual WealthBriefing Swiss Awards 2023
Wealth Management
Swiss Wealth Briefing 2023: Best Institutional Trust or Fiduciary Company

We are very pleased to announce that Leo Trust Switzerland AG has won for the second time in a row at the prestigious Swiss Wealth Briefing Awards 2023 in the Private Client Category Best Institutional Trust or Fiduciary Company.

February 9, 2023
Man in a suit working at a laptop with a book on trusts on the desk
Wealth Management
Introducing the trust into Swiss law: an opportunity not to be missed

Four authors review the 78 positions submitted in the 2022 consultation on introducing the trust into Swiss law, region by region.

January 30, 2023
Managing Director of Leo Trust Cyprus at his desk with a laptop
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
Swiss silver coin showing the seated figure of Helvetia and the Swiss shield
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
Man in a suit seated in a chair in a modern office
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
Speaker at a lectern in front of a screen reading 30 Years of STEP
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
Motorway at night with light trails and border signs reading Schweiz, Suisse, Svizzera
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
Digital face dissolving into geometric particles on a black background
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 does artificial intelligence play?

March 8, 2022
WealthBriefing Swiss Awards 2022 winner logo for Institutional Trust or Fiduciary Company
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
Graphic of interlocking blue and red crosses in the colours of the Panamanian and Swiss flags
Wealth Management
A Panama foundation – with a Swiss twist

Panama foundations are popular vehicles for wealth management and asset protection planning, offering considerable flexibility, ease of operation and confidentiality. However, Panama is a grey-listed jurisdiction, which can be off-putting. Leo Trust shows you how you can enjoy the benefits of a Panama foundation.

January 7, 2022
Finalists slide for Trust Company of the Year showing the Leo Trust logo among five firms
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
Shortlist announcement slide of the 16th annual STEP Private Client Awards
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