Wealth and Estate Planning

The Swiss banking industry ranks among the best in the world, managing total assets of around CHF7.3 trillion. Roughly half of this figure is attributable to foreign customers. The Swiss financial centre leads the world in cross-border wealth management with a market share of 27%. Switzerland has achieved this position through attractive operating conditions as well as a highly competitive and innovative banking industry.

Swiss banking successfully combines traditional strengths such as stability and universality of services with innovation in areas such as fintech and sustainable finance. Customers can count on a broad selection of high-quality financial services, as well as the legal certainty and stable conditions Switzerland offers. Switzerland is a preferred location for foreign financial institutions because they benefit from Switzerland’s reputation, business-friendly environment and large pool of talent.

Sovereign Trust (Switzerland) can assist high-net-worth individuals and their families in Switzerland on the most effective structuring of their assets.