What we do

First Zurich Trust AG is an independent global specialist in Trust Corporate and Fund services, registered under the Commercial Register of Canton Zurich, Switzerland (CHE-101.189.596). We are a long established trust and fiduciary service business with a 19 year history servicing clients across it’s core global base. We create and deliver bespoke solutions for high net worth individuals & their families, corporations & entrepreneurs.

Under a Swiss Trust Company ownership we have the flexibility, boldness and expertise to respond to complex needs whilst maintaining the highest standard of corporate governance in an ever evolving regulatory environment.

Investment selection and performance monitoring are just two of the areas where First Zurich Trust AG considers itself to be an expert. The backbone of our business lies in the strong commitment and long track record of a highly experienced team, building trusted relationships and encouraging entrepreneurial spirit.

We provide via Zurich-Switzerland benefits from bilateral treaties that allow free access to the European market. Zurich is well known for its advanced legal, banking, fiduciary and asset management infrastructure and First Zurich Trust AG takes pride in itself on its engagement in operational practices that ensure client confidentiality and portfolio diversification to the greatest extent currently possible.

BUSINESS OBJECTIVES

As your Asset Managers we act independently and look after your capital, focusing on the principal investment objectives and yield expectations, worked out together with you. Effective reporting informs you regularly (quarterly) and transparently about the progress of your assets.
The investment process is clearly structured and builds on the principles of modern portfolio theory.  Together with you, we analyse your current situation in life and take into account all important aspects, such as income and expenditure, assets and liabilities, real estate & taxes.
Investment controlling services involve monitoring and control of all transactions relating to your invested assets, regular reporting on performance, risk and costs of the investments.
  • Overview & progress of invested assets (Fund Card)
  • Assessments of quality & risk of assets (Risk profiling & risk metrics)

BUSINESS OBJECTIVES

As your Asset Managers we act independently and look after your capital, focusing on the principal investment objectives and yield expectations, worked out together with you. Effective reporting informs you regularly (quarterly) and transparently about the progress of your assets.
The investment process is clearly structured and builds on the principles of modern portfolio theory.  Together with you, we analyse your current situation in life and take into account all important aspects, such as income and expenditure, assets and liabilities, real estate & taxes.
Investment controlling services involve monitoring and control of all transactions relating to your invested assets, regular reporting on performance, risk and costs of the investments.
  • Overview & progress of invested assets (Fund Card)
  • Assessments of quality & risk of assets (Risk profiling & risk metrics)

CAPTIVE AGREEMENTS

Our Real Estate desk at First Zurich Trust AG, provides entrepreneurial opportunities. Development and exploitation of high quality luxury real estate, placement and brokerage of real estate and yield portfolios which are not always available on the open market.
  • Active design and coordination of the development of real estate & sites
  • Asset Diversification
We supplement your existing asset structure with a Life & Property Insurance solution by putting together tailor made insurance protection for you.
All solutions are coordinated in-house.
  • Optimised solution & follow-up
  • Asset planning and succession planning

CAPTIVE AGREEMENTS

Our Real Estate desk at First Zurich Trust AG, provides entrepreneurial opportunities. Development and exploitation of high quality luxury real estate, placement and brokerage of real estate and yield portfolios which are not always available on the open market.
  • Active design and coordination of the development of real estate & sites
  • Asset Diversification
We supplement your existing asset structure with a Life & Property Insurance solution by putting together tailor made insurance protection for you.  All solutions are coordinated in-house.
  • Optimised solution & follow-up
  • Asset planning and succession planning

Our size, history and knowledge enable us to

“Do More & Achieve More” for you.

Is your Business in the Right place?

3rd party Agreements