Jurisdictions
Economic Substance & Beneficial Ownership Reporting

Legislative process, Economic Substance Act, Beneficial Onwership Act, possible sanctions, deadlines ... Are you keen on some insights on various jurisdictions?

November 17, 2021

Bahamas, Belize, B.V.I. and Panama! It's definitely worth to have a look at Leo Trusts latest «Economic Substance & Beneficial Owner Reporting».

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Jurisdictions
Economic Substance & Beneficial Ownership Reporting

Legislative process, Economic Substance Act, Beneficial Onwership Act, possible sanctions, deadlines ... Are you keen on some insights on various jurisdictions?

November 17, 2021
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
Wealth Management
WEBINAR: Wealth Management and Asset Protection in the new Global Tax Environment

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.

June 22, 2021
Private Clients
SEMINAR: Wealth Planning for Chinese Family - Diversify, Protect & Grow

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.

June 18, 2021
Asset Management
Crypto stocks are "coming of age" - and thus attractive for portfolios

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!

June 11, 2021
Asset Management
Crypto products fit in every basket

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

May 12, 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
Private Clients
New impulses for a traditional business model

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.

October 30, 2020