Swiss Trust World United (STWU)

MANAGE

We know the benefits of having wealth, but there is no denying that wealth will also bring certain troubles. Now, you can enjoy the benefits of owning wealth without worrying about the time and energy it takes to manage it

Grow

If you want to grow wealth, you must strike a balance between building assets and meeting current financial needs. During the process, there will be many factors that hinder growth, which is why it is crucial to include a define strategy that will gradually accumulate your wealth in your financial plan.

SAFEGUARD

One of the main benefits of professional wealth management is that we can strike a balance between risk and reward. We provide various ways to help you manage risks, so as to Safeguard your wealth, while seizing any great investment opportunities that arise.

About Us

The Swiss Trust World United (STWU)

STWU was founded on July 5, 2007. It is an association established under the Swiss Civil Code, with its registered office located in Zug, Switzerland.

STWU aims to promote and develop trustee activities in Switzerland, to ensure the excellence, professionalism and integrity with professional and ethical standards in the Swiss trust industry.

Wealth Management 95%
Banking And Loan 81%
Estate Planning Service 85%
Business Succession 78%
Philanthropy 83%

FREQUENTLY ASKED QUESTIONS

STWU aims to promote and develop trustee activities in Switzerland,
to ensure the excellence, professionalism and integrity with professional and ethical standards in the Swiss trust industry.

We provide award-winning wealth management services and are committed to helping families meet various wealth needs, including complex banking and loan, investment, wealth management, philanthropy and trust services.

Wealth does bring unique opportunities and advantages, but it also comes with a lot of complexity, responsibility, and even conflict.

We are committed to helping our clients to take full advantage of the opportunities provided by their wealth. Through a professional and diverse team of experts, we understand, coordinate and advise on the unique wealth needs of our clients.

With Swiss Equity Fund’s rich experience and resources, our team will help you take action on priorities in life and provide you with guidance during various transition periods in order to achieve all Your Life Goals and dreams.

First of all, we try to get to know you – as we establish a relationship by practising two-way communications with clients, to gain a deeper understanding of the goals and priorities related to your family, career, lifestyle and finance.

By knowing you and what is most important, we will then strive to provide you with financial advice in order to make a positive impact on your life and the lives of your family.

Members of STWU are Swiss-based trust companies of sound reputation and of a certain size that perform high quality trustee activities (and any related services) from within Switzerland.

STWU Members must be full members of a Swiss recognised self-regulating organisation or under the direct supervision of the Swiss Financial Market Supervisory Authority FINMA.

Further requirements are set out in the STWU Membership Regulations, which may be downloaded from our website or obtained from the Secretariat in Zug.

PLEASE NOTE: Only approved full members of STWU are entitled to use the STWU logo. Any misuse may lead to sanctions. Reports of any unauthorised usage of the logo should be made to the secretariat.

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List of Full Members