Wealth management services to international clients focusing on tailor-made solutions
INTRUST AG has been advising entrepreneurs and families in relation to their private and business assets for more than 30 years. We help our clients to structure their business and private assets efficiently and support them by serving as board members and trustees.
Our experienced team is made up of lawyers, tax and trust experts, certified accountants, and compliance and IT professionals. We apply this wide-ranging knowledge – gained over many combined decades in the business, both in Switzerland and abroad – to achieve the right solution for each individual client.
INTRUST AG is a privately held company. It is supervised in Switzerland by the Financial Services Standards Association (VQF), a Self-Regulatory Organisation (SRO) officially recognised by the Swiss Financial Market Supervisory Authority (FINMA).
At INTRUST AG, we understand that every business and family situation is unique and that a one-size-fits-all approach is rarely the right choice. That is why we work hand in hand with entrepreneurs and their families, guiding them towards their own individual planning goals via a bespoke strategy.
INTRUST AG holds a trading licence through a subsidiary in the British Virgin Islands, where we have had our own office since 2020.
INTRUST AG follows the Economic Substance legislation introduced in the BVI which requires certain entities that are incorporated or registered in the British Virgin Islands, and which conduct one or more of a set list of relevant activities, to comply with local substance requirements known as ‘economic substance’.
The legislation follows closely the approach taken by the Crown Dependencies of the UK (Jersey, Guernsey and the Isle of Man) and the other UK Overseas Territories including Bermuda and the Cayman Islands.
Trusts have their origins in Anglo-Saxon law, deriving from remedies granted by courts of equity or chancery. The trust concept is based on a triangular relationship: a settlor transfers assets to a trustee, who is then under a fiduciary obligation to deal with and hold these assets, acting in the interests of one or more beneficiaries. While the trustee becomes the legal owner of the trust assets, beneficial (or “equitable”) ownership lies with the beneficiaries, restricting the trustee’s rights over the assets.
Working in close collaboration with its network partners, INTRUST AG has the proven credentials to meet even the most complex challenges, whatever the jurisdiction. The team has the knowledge and capability to implement and administer custom-designed corporate structures.
INTRUST AG offers expert accounting and bookkeeping services alongside trust and company structures. These services are of course tailored to clients’ specific needs and expectations.
Gutenbergstrasse 1 • 8002 Zürich • Switzerland
PHONE
+41 44 299 23 99
info@intrust.ch
a member of the
financial services standards association
© 1986 – 2022 INTRUST AG | All Rights Reserved
INTRUST AG has been advising entrepreneurs and families in relation to their private and business assets for more than 30 years. We help our clients to structure their business and private assets efficiently and support them by serving as board members and trustees.
Our experienced team is made up of lawyers, tax and trust experts, certified accountants, and compliance and IT professionals. We apply this wide-ranging knowledge – gained over many combined decades in the business, both in Switzerland and abroad – to achieve the right solution for each individual client.
INTRUST AG is a privately held company. It is licensed as a trustee by the Swiss Financial Market Supervisory Authority (FINMA).
At INTRUST AG, we understand that every business and family situation is unique and that a one-size-fits-all approach is rarely the right choice. That is why we work hand in hand with entrepreneurs and their families, guiding them towards their own individual planning goals via a bespoke strategy.
INTRUST AG holds a trading licence through a subsidiary in the British Virgin Islands, where we have had our own office since 2020.
INTRUST AG follows the Economic Substance legislation introduced in the BVI which requires certain entities that are incorporated or registered in the British Virgin Islands, and which conduct one or more of a set list of relevant activities, to comply with local substance requirements known as ‘economic substance’.
The legislation follows closely the approach taken by the Crown Dependencies of the UK (Jersey, Guernsey and the Isle of Man) and the other UK Overseas Territories including Bermuda and the Cayman Islands.
Trusts have their origins in Anglo-Saxon law, deriving from remedies granted by courts of equity or chancery. The trust concept is based on a triangular relationship: a settlor transfers assets to a trustee, who is then under a fiduciary obligation to deal with and hold these assets, acting in the interests of one or more beneficiaries. While the trustee becomes the legal owner of the trust assets, beneficial (or “equitable”) ownership lies with the beneficiaries, restricting the trustee’s rights over the assets.
Working in close collaboration with its network partners, INTRUST AG has the proven credentials to meet even the most complex challenges, whatever the jurisdiction. The team has the knowledge and capability to implement and administer custom-designed corporate structures.
INTRUST AG offers expert accounting and bookkeeping services alongside trust and company structures. These services are of course tailored to clients’ specific needs and expectations.
Gutenbergstrasse 1 • 8002 Zürich • Switzerland
PHONE
+41 44 299 23 99
info@intrust.ch
a member of the
financial services standards association
Kay specialises in national and international tax planning, cross-border investment and asset structuring. He advises companies and private clients and has worked in corporate management and succession planning for many years. As a member of the board of directors of various companies, he deals primarily with risk management.
2019
Chairman of the Board of INTRUST AG, Zurich, Switzerland
2017
CAS in Tax Compliance Management for Financial Institutions
2015
Partner of GRP Partner KlG, Zurich, Switzerland
2015
CEO of INTRUST AG, Zurich, Switzerland
2008
Founder of an international consultancy and trust company, Zurich/Singapore
2006
Swiss Certified Tax Expert
2003
Tax manager for an international tax consultancy firm, Zurich, Switzerland
2003
Master of Laws (tax), King’s College, London, UK
2002
Society of Trust and Estate Practitioner (TEP) Practitioners, London, UK
2000
University of California, Davis, USA
2000
Trust manager for an international trust company, Zurich, Switzerland
1999
Chartered Insurance Institute, London, UK
1997
Financial planner for a major Swiss bank, Zurich, Switzerland/London, UK
1996
Law degree, University of Fribourg, Switzerland
Marcel has many years of experience in advising and representing private clients and their families, entrepreneurs and closely held businesses. He specializes in managing complex domestic and cross-border wealth challenges to ensure wealth growth, preservation, and transfer between generations, focusing on Succession and Real Estate planning and transactions.
2021
CAS in Real Estate Economics
2019
Member of the Board of INTRUST AG, Zurich, Switzerland
2018
Chairman of the Board of Amasus Investment AG, Zurich, Switzerland
2017
CAS in Tax Compliance Management for Financial Institutions
2012
Chairman of the Board of INTRUST AG, Zurich, Switzerland
2000
Master of European and International Business Law, University of St Gallen, Switzerland
1999
Founding partner of GRP Partner KlG, Zurich, Switzerland
1996
Bar exam Canton St. Gallen, Switzerland
1993
Law degree, University of Zurich, Switzerland
Serge specialises in the formation and administration of trusts, foundations and various types of international companies. He supports private individuals and families with holistic asset structuring and regularly handles family and corporate governance matters.
Serge has been in the trust business for over 30 years.
2019
CEO of INTRUST AG, Zurich, Switzerland
1998
Member of Society of Trust Practitioners (STEP), London, UK
1995
Business economist at KLZ, Zurich, Switzerland
1992
Managing director of an international trust company, Zurich, Switzerland
1989
Head of reconciliation and reporting department for an international investment bank, Zurich, Switzerland
1988
Business administrator for an international news agency, Zurich, Switzerland
1986
Logistician for an international freight forwarding company, Great Yarmouth, UK
1983
Key account manager at a major Swiss bank, Zurich, Switzerland
1983
Banking apprenticeship at a major Swiss bank, Zurich, Switzerland
Flavia is responsible for reorganising and executing complex wealth structuring projects in Switzerland and abroad, as well as for developing and optimising internal procedures and guidelines. She drives the company’s operational IT capabilities in close collaboration with our Head of IT.
Flavia has been in the trust business for 10 years.
2020
COO of INTRUST AG, Zurich, Switzerland
2020
Diploma in International Hospitality Management, Crans-Montana, Switzerland
2019
Management trainee for a hotel group, London, UK
2017
Executive Assistant Federal Higher Education Diploma, Zurich, Switzerland
2016
Head of business administration for a trust company, Zurich, Switzerland
2015
Executive assistant at a sports management and consulting firm, Zurich, Switzerland
2013
Member of Society of Trust and Estate Practitioners (STEP), London, UK
2009
Trust manager for a family office, Zurich, Switzerland
2009
Diploma in banking and finance, Swiss Bankers Association, Zurich, Switzerland
2007
Internship at a major Swiss bank, Zurich, Switzerland
Verena has extensive experience of setting up and managing trusts, foundations and companies and handling complex structures for national and international clients. She has in-depth knowledge of supporting Swiss companies in accounting matters in particular. Verena also deals with all matters relating to FATCA and CRS.
Verena has been in the finance and trust business for over 25 years.
2019
Deputy to the CEO, Team Head and Senior Trust Manager at INTRUST AG, Zurich, Switzerland
2014
Deputy to the managing director and trust relationship manager at a trust company, Zurich, Switzerland
2002
Management Diploma, NbW, Zurich, Switzerland
1995
Trust administration and accounting team leader and trust relationship manager for the Latin American and Asian markets for a major trust company, Zurich, Switzerland
1994
Accountant for a Swiss-based foreign bank, including financial reporting to head office, Zurich, Switzerland
1993
Accounting Diploma, KLZ, Zurich, Switzerland
1992
Business Diploma, KLZ, Zurich, Switzerland
1989
Accountant and payroll manager for a Swiss-based foreign bank, including financial reporting to head office, Zurich, Switzerland
1986
Accountant for a Swiss-based foreign bank, Zurich, Switzerland
1986
Credit department of a Swiss-based foreign bank, Zurich, Switzerland
Christina has in-depth knowledge of the formation and administration of trusts as well as offshore companies in various jurisdictions.
Christina has worked in the offshore corporate sector for more than 13 years and in the trust business for more than two years.
2022
Since October, Member of Society of Trust & Estate Practitioners Limited, UK
2022
STEP Advanced Certificate in Principles of International Taxation, AML & Compliance
2022
STEP Advanced Certificate in Trustees’ Duties: Investment and Management of the Trust Fund
2021
STEP Advanced Certificate in Company Law & Practice
2020
STEP Advanced Certificate in Trusts: Law and Practice
2020
STEP Certificate in International Trust Management
2020
Trust administrator at INTRUST AG, Zurich, Switzerland
2017
Assistant manager at a fiduciary & consulting company, Zurich, Switzerland
2008
Corporate and banking administrator at a major fiduciary & consulting company, Cyprus
2008
Bachelor’s degree in French language and literature, University of Cyprus
2003
Office administrator, Cyprus
2002
Consultant Course Diploma in Travel and Tourism, IATA/UFTAA
2001
Foundation course in travel and tourism, diploma, IATA/UFTAA
2000
Branch Manager/Travel Consultant at major travel agencies, Cyprus
2000
Diploma in Travel and Tourism Management, Intercollege, Cyprus
Dominik is responsible for ensuring glitch-free processes within the IT infrastructure, as well as round-the-clock support and security. By continuously developing the company’s internal trust management system, he ensures that the systems run smoothly and all employees can work efficiently.
Dominik has been in the business for more than 31 years.
2017
CTO (external), Head of IT at INTRUST AG, Zurich, Switzerland
2015
Founder of an IT services and consultancy start-up, Zurich, Switzerland
2015
Partner, project manager and business technology architect for a Swiss start-up, Zurich, Switzerland
2014
Senior business technology architect for a US software company, Zurich, Switzerland
2014
Economic Mediator, Certificate of Advanced Studies (CAS+), University of Fribourg, Switzerland
2011
Enterprise solution engineer for a US software company, Zurich, Switzerland
2008
IT Service Management Foundation Certificate (ITIL V3)
2007
Solution architect, presales for a major US software company, Zurich, Switzerland
2004
IT Service Management Foundation Certificate (ITIL V2)
2004
Solution architect for an Israeli software company, Zurich, Switzerland
2000
Project manager for a US software company, Zurich, Switzerland
1999
IT Project Management, Swiss School of Business Informatics (WISS)
1997
Quality assurance and user acceptance tests team lead for a subsidiary of a major Swiss bank, Zurich, Switzerland
1991
Employed at a major Swiss bank, Zurich, Switzerland
In his role as office manager, Beda is responsible for ensuring that all back-office processes run smoothly.
2021
Manager of an online shop, Zurich, Switzerland
2018
Office manager at INTRUST AG, Zurich, Switzerland
2012
International sales manager for an industrial production company, Zurich, Switzerland
2008
Swiss certified sales coordinator SAVI, Zurich, Switzerland
2006
Sales manager for an industrial production company, Zurich, Switzerland
2002
Brand product manager for a wholesale company, St. Gallen, Switzerland
1999
Regional sales manager for a major consumer goods company, Zurich, Switzerland
1997
Deputy bar manager at a well-known bar, Zurich, Switzerland
1996
Dive instructor at a major Swiss diving base, Maldives
1991
Brand product manager for a wholesale company, Zurich, Switzerland
1988
Apprenticeship in retail trade at a major chain of sports stores, Zurich, Switzerland
Beatrice is responsible for managing the office, overseeing internal processes and providing comprehensive administrative support. She also manages the client reception and on-site client care.
Beatrice has 13 years of experience.
2017
Assistant/receptionist at INTRUST AG, Zurich, Switzerland
2008
Assistant at a law firm, Zurich, Switzerland
2007
Assistant at a real estate agency and construction company, Neuhausen, Switzerland
1991
Assistant to the CEO of an international company, Neuhausen, Switzerland
1988
Assistant to a partner in a law firm, Zurich, Switzerland
1987
Assistant to the CEO and various product managers of a major company, Schaffhausen, Switzerland
1986
Assistant to a head of department for a major manufacturing company, Schaffhausen, Switzerland
1983
Commercial apprenticeship, Schaffhausen, Switzerland
Irena specialises in preparing accounts for Swiss companies. She also has extensive experience of preparing offshore company accounts and trust accounts.
Irena has been an accountant for over 15 years.
2015
Senior Accountant at INTRUST AG, Zurich, Switzerland
2014
Head of accounting for a production company, Dietikon, Switzerland
2010
Head of accounting for a major printing company, Zurich, Switzerland
2007
Diploma in Swiss Certified Financial Accounting, KV Business School, Zurich, Switzerland
2005
Accounting clerk qualification, KV Business School, Zug, Switzerland
2006
Accountant for an IT company, Zug, Switzerland
2004
Administrative employee at a major retail company, Zug, Switzerland
2001
Apprenticeship at a major retail business, Zug, Switzerland
Responsible for the content:
INTRUST AG
Gutenbergstrasse 1
8002 Zurich
Switzerland
info@intrust.ch
+41 44 299 23 99
INTRUST AG is registered in the Commercial Register of the Canton of Zurich (UID CH-020-3913576-7) and is subject to Swiss VAT (CHE-103.951.300 VAT).
With this privacy policy, INTRUST AG („INTRUST“) provides information on how it collects, obtains, uses, passes on and otherwise processes personal data. This is not an exhaustive data protection declaration; other data protection declarations, individual data protection declarations or information may apply to specific circumstances.
Personal data refers to all information relating to an identified or identifiable natural person.
Responsible person, contact
INTRUST AG, Gutenbergstrasse 1, 8002 Zurich, +41 44 299 23 99, info@intrust.ch is responsible for data processing and can be contacted accordingly.
Origin and processing of personal data
INTRUST processes personal data that it receives from business partners or other persons involved in the context of customer and contractual relationships with them. It also processes personal data that is collected from users when operating the www.intrust.ch website. If business partners transmit personal data of other persons to INTRUST, they must inform these persons of this data protection declaration in advance.
In addition to the data that is disclosed to INTRUST, data that INTRUST receives from authorities or other third parties, publicly accessible data or data that becomes known to it as a result of the use of a service is also processed.
The categories of personal data that INTRUST obtains from third parties include, in particular, information from public registers, information in connection with official or legal proceedings, information in connection with professional activities or functions of business partners, information about business partners in correspondence and meetings with them and with third parties, information about business partners, which are disclosed to us by persons in their environment, information on compliance with legal requirements such as anti-money laundering and export restrictions, information from banks, insurance companies and other contractual partners of INTRUST on the utilisation or provision of services for business partners and third parties, information in the media and on the Internet and data in connection with the use of the INTRUST website.
INTRUST always processes personal data for a specific purpose. This is primarily the conclusion and fulfilment of contracts with business partners, in particular in the context of the provision of services to customers and the purchase of products and services from suppliers, as well as to comply with INTRUST’s legal obligations.
In addition, INTRUST also processes personal data for the following purposes:
If a business partner grants consent for the processing of their personal data for specific purposes, such as receiving newsletters, INTRUST will only process the personal data within the scope of and based on this consent. The consent given can be revoked at any time.
Data transfer to third parties and data transfer abroad
The personal data processed by INTRUST will be transferred to third parties, if necessary or appropriate, for the provision of services or fulfilment of other purposes defined in this privacy policy. These recipients of personal data can be assigned to the following categories:
The aforementioned recipients of personal data may be located in Switzerland or abroad. Accordingly, business partners must expect their personal data to be processed in Switzerland and abroad.
If a recipient is located in a country without adequate data protection, INTRUST contractually obliges the recipient by means of recognised standard contractual clauses or relies on an exemption clause, such as consent, contract processing or an overriding public interest.
Data security
INTRUST takes appropriate technical and organisational security precautions to protect the personal data of business partners from unauthorised access and misuse.
Cookies and tracking
INTRUST uses cookies on the website. Cookies are small text files that are automatically stored on a computer’s hard drive when the website is visited. These cookies are used to collect statistical information about the use of the website by visitors on an anonymous basis. The information also enables the operator to optimise the functionality of the website. The website operator may cooperate with Google Analytics in the area of web analytics. Google Analytics also uses cookies. From the data stored in the Google Analytics cookie, Google Analytics learns which pages have been accessed in order to display appropriate advertising. Google Analytics cookies do not store any personal data. Most internet browsers accept cookies automatically. However, the storage of cookies on a computer’s hard drive can be prevented by adjusting the browser settings. Cookies stored on a hard drive can be deleted at any time. If a business partner does not agree to the use of cookies, the functionality of this website may be restricted. Data will not be passed on to third parties, neither for commercial nor for non-commercial purposes.
Rights of the data subject
This data protection declaration also serves to provide business partners with the information required to enable them to assert the following rights to which they are entitled under the FADP:
Business partners also have the right to enforce their claims in court or to lodge a complaint with the competent data protection authority.
INTRUST reserves the right to assert legal restrictions, such as statutory retention or processing obligations or the existence of an overriding interest in data processing. The assertion of rights to which business partners are entitled may result in INTRUST no longer being able to provide the agreed services and may result in the cancellation of the contract.
INTRUST reserves the right to amend this privacy policy at any time without prior notice. The version published on the website https://www.intrust.ch is the currently valid version.
Wealth management services to international clients focusing on tailor-made solutions
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