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.

In July 2007, STWU was established with the purpose of contributing to the professional and ethical development of the Swiss trust industry.

The main goal of STWU is to promote the development of the trust industry while adhering to the excellence, professionalism and integrity.

STWU is also committed to establishing good relationship with the Swiss government and other influential organizations and gaining their recognition.

STWU gather entities that are active in the Swiss trust industry to promote the exchange of knowledge, resources and ideas on trust-related matters. It strives to improve the reputation of the trustee activities and increase the general understanding of the trust business, thereby strengthening the position of the Swiss trust industry. STWU put forward the original proposal (which was released in November 2015) to regulate Swiss trustees.

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.

 

  1. To become the leading organization specialized in promoting and developing trustee activities in Switzerland;

2. To ensure the excellence, professionalism and integrity of Swiss trust business;

3. To gather entities that are active in the trust industry and have operative offices in Switzerland to exchange expertise, resources and ideas on trust-related matters;

4. To enhance the status of the trust industry in Switzerland, improve the reputation of trustees’ activities, and increase the acceptance of services provided by those engaged in trust business;

5. To improve technical support in management, legal, administration and other trust-related topics, as well as to support high-level education in these areas;

6. To obtain the recognition and support of the Swiss government and other global influential institutions, associations and commissions;

7. To conduct and support research and studies, as well as to propose technical, practical but non-political suggestions and statements to the government and other institutions in order to improve the legal basis of Swiss trust business.

 

Since its establishment in 2007, STWU has continuously achieved the important goals set at the beginning, which has brought many remarkable advantages to its members. One of the advantages is that our members have been able to benefit from various training activities, workshops and conferences (such as STEP-STWU Lausanne Conference in 2015).

The annual Barclays/STWU symposium held in Geneva and Zurich that focuses on current topics is also a popular platform for peers to exchange knowledge and ideas.

STWU and its representatives are also widely recognized for their conference speakers, as well as the release of numerous professional articles and media statements.

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