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Engagement
New CEO and Head of Private Clients

Dr. Roderik J. P. Strobl, TEP appointed as new CEO, Natalie Sigrist joins Leo Trust Management as Head of Private Clients

April 25, 2024
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Engagement
New CEO and Head of Private Clients

Dr. Roderik J. P. Strobl, TEP appointed as new CEO, Natalie Sigrist joins Leo Trust Management as Head of Private Clients

April 25, 2024
Wealth Management
STEP Alpine Conference 2024

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

April 8, 2024
Jurisdictions
Economic Substance & Beneficial Ownership Reporting – Update!

The long-awaited updated of Leo Trust Switzerland’s Economic Substance & Beneficial Ownership Reporting general overview of various jurisdictions is available.

December 1, 2023
Private Clients
New Swiss Inheritance Law

This article describes key changes in the new Swiss inheritance law, including some examples.

October 17, 2023
Engagement
Governance of Sustainability

The Role of the Board of Directors and Management in Sustainable Value Creation

September 7, 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
Wealth Management
Introduzione dell’istituto del trust nel diritto svizzero (Italian)

The authors of this article review the 78 submissions presented on 475 pages to the Swiss Federal Government in Italian.

January 30, 2023
Wealth Management
The importance of Crypto Valley and Smart Contracts

In this article, Dr. Strobl explores the growing importance of smart contracts and the significant growth in the Crypto Valley, which is gaining importance.

January 26, 2023
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
Jurisdictions
Beneficial ownership – in the UK and the Economic Crime Act 2022

It is time to raise the awareness of the UK’s registers that it has put into place and intends to introduce regarding beneficial ownerships, which refers to the person who ultimately owns or controls an asset such as a property or a company and may differ from the legal owner. The purpose of beneficial ownership registers is to prevent individuals from being able to hide assets and income on which they own tax.

September 12, 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
Private Clients
Leo Trust special event: online investment fraud - the phenomenon

At Leo Trust’s special event, special investigator of the Kantonspolizei Zürich, Adrian Leuzinger, appeared in front of a «full house». The deputy head of the task force did not, of course, go into the tactical and technical procedures of the police, but nevertheless revealed a great deal.

April 1, 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
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
Crypto Assets
Digital assets – the importance of an agile risk assessment framework

Investors and trustees need a clearer assessment of their investment risks, which calls for new risk assessment models and tax regulations for crypto assets.

January 19, 2022
Jurisdictions
Upcoming changes to Panama accounting requirements

In 2022, Panama will enforce two new obligations on entities: exclusively asset holding companies will be subject to the requirement to maintain accounting records going back five years, and both «commercial» entities operating outside Panama and exclusively asset holding entities will be obliged to submit annual accounting records to their Resident Agents.

January 5, 2022
Jurisdictions
How Cyprus attracts investment and talent

On 15 October 2021, Cyprus approved the «Strategy for Attracting Businesses for Activities or/and Expansion of their Activities in Cyprus». With various key proposals, this action plan offers significant advantages for investors in Cyprus – and shows how Cyprus is becoming ever more business friendly.

January 3, 2022
In Estate
Estate planning – lifetime gift with usufruct

Forward-looking asset management includes estate planning. If assets are inherited on death or given away during the donor’s lifetime, inheritance or gift taxes are incurred. It is possible to reduce the tax burden by making a gift during your lifetime, with a usufruct.

December 24, 2021
Jurisdictions
Economic Substance & Beneficial Ownership Reporting – UPDATE

Economic Substance Act, Beneficial Onwership Act, possible sanctions, deadlines ... Are you keen on some insights on Bahamas, Belize, B.V.I., Cayman Islands, Marshall Islands Panama and Cyprus?

April 13, 2022
Engagement
Leo Trust goes polo

Polo sport is interdisciplinary, sophisticated, strategically challenging and racy. On top of that, it is synergizing tradition and innovation. No wonder we were excited to be part of the Patrons Cup.

September 29, 2021
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
Private Clients
Trust is Imperative in a Family Office Banking Relationship

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

August 26, 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
Private Clients
Family Offices, Trusts & Co: The future of a traditional business model

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.

November 25, 2020
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