Your trusted financial advisor

Independent Swiss advisory group, trustees and wealth managers

PORTFOLIO MONITORING

One platform to access all your portfolios

WEALTH MANAGEMENT

Access to financial services with total transparency

Would you like to delegate investment decisions and have more time at your disposal? Our subsidiary Kestrel Wealth Management can provide discretionary management services allowing the establishment of a diversified portfolio tailored to your needs, risk tolerance and expectations. This allows investment decisions to be taken on a pro-active basis, optimising your returns in a fast moving financial environment.

We are truly independent and will give you access to a wide range of fund providers, securities and banks.

Via our free Web Portal you can actively follow your portfolio(s). Since security is our main concern, the access to our system is protected to the highest industry standards.

Should you have portfolios held with various banks, our Portfolio Monitoring services will help you to have a global overview of your assets, see their performance, overall asset allocation and much more.


Patrick
MATTI

TRUST & COMPANY MANAGEMENT

Fiduciary services and preservation of family wealth

In a volatile and uncertain world, security and continuity are key to ensuring financial stability for international families and their future generations.

Kestrel has over thirty years' experience of bespoke trust and estate planning for wealth creators and their families and has a personal understanding of beneficiaries and the issues they face.

Our Trust and Company team works with internal and external advisers to implement and actively administer trusts and companies to the highest standards in the knowledge that for trust structuring to be effective, active and meticulous management is key.

As Trustees we are conscious of our fundamental duty to report and beneficiaries are able to directly access information on Trust assets using our sophisticated Portfolio Monitoring and other reporting systems as part of our service.


Jonathan
GORE

E-SERVICES

Access and communication anytime, anywhere

COMPLIANCE OUTSOURCING

Delegated support for regulated businesses

Are you overwhelmed with Compliance Requests, updates of Client Profiles, ongoing bank KYC, US FATCA, W-8BEN-E, W-9 Forms, “A” and/or “T” forms? If this is the case, we offer services to relieve you of some of this non-productive time allowing you to concentrate on your core business.

Thanks to our worldwide contacts and our wide range of clients, we are permanently updating our knowledge of new regulations enabling us to master a broad variety of obligations.

Simply tell us more about your needs. Together we will find a solution.


Jésahel
RUFENER MACARIO

ABOUT US

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