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

What may lead to a loss of trust between Swiss family offices and Swiss financial institutions and how it may be restored.

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.

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.

Leo Trust hosts a wealth planning seminar for Chinese HNWI. Lauren Nan, Relationship Manager Key Clients at Leo Trust, will show how Chinese families in particular can diversify, protect and grow their wealth.

Crypto assets are digital equivalents of real assets, technically managed via blockchain or distributed ledger. This class of assets is young, making it correspondingly difficult to forecast its development. But it is already clear today: crypto-assets have a future!

Actively Managed Certificates. They are a way to integrate crypto assets into an investment portfolio.

Leo Trust Switzerland AG is a globally active financial services provider for 40 years, offering a variety of services for institutional and private clients. However, the business is changing. On the one hand, due to constantly changing regulatory standards and laws; on the other hand, due to digitalisation, globalisation and highly specific client expectations.

Leo Trust Switzerland AG is a globally active financial services provider for 40 years; with a broad spectrum of services for institutional and private clients. Since April, the operational management company based in Zurich has been overseen by the 31-year-old CEO Dimitar Jauch. In this interview, he talks about changes in the competitive environment, where and why the digitalisation of the business makes sense, the balance between the tried and tested and change - but above all about why Switzerland has a future as a financial centre.