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   Wealth Managers - Switzerland - Independent Advisors

 

 

Address


Zürich

Usteristrasse 15
Löwenplatz
8001 Zürich
Switzerland

 

Geneva

Rue de Chantepoulet 25
1201 Geneva
Switzerland

 

Neuchâtel

Rue du Puits-Godet 12
PO Box 763
2002 Neuchâtel
Switzerland

Contact


 

 

Tel  +41 44 217 9600
Fax +41 44 217 9601

Contact Michael Korrodi

 

 

Tel  +41 22 591 1760
Fax +41 22 591 1761
Contact Mark McMullen


 

Tel  +41 32 723 1000
Fax +41 32 723 1001

Contact Grant Rogerson

 


Overview


Stonehage is a leading independent Multi Family Office offering wealth management and advisory services to an international clientele. Stonehage works with clients to protect and enhance their wealth across jurisdictions and generations. Our interests are aligned with those of our clients.


Stonehage is owned by management and staff with 14 offices around the world. Established in 1976 the Group currently employs over 400 staff and manages the affairs of over 1,000 client families internationally. Stonehage’s Swiss offices are located in Geneva, Zurich and Neuchâtel. Stonehage is multi award winning and has been awarded the Family Office of the Year award by the Society of Trust and Estate Practitioners.


The Stonehage Family Office uses a wide range of expertise to help families with complex requirements to identify and realise their strategic goals. We can assist with any or all of the following services:

 

 

Family Office

Advisory

Specialist advice on family governance and setting up family offices
Expert Fiduciary Expert fiduciary services built on extensive commercial experience
Tax and Structuring Commercial solutions for tax, estate planning and structuring issues

Stonehage Investment

Partners

Family office investment strategy and advice

Stonehage Property

Partners

Property investment advice and management

Private Corporate

Advisory

Expert advice on significant transactions and family businesses

Treasury and Markets

Proactively managing multiple banking and investment relationships
Expert Reporting Bespoke aggregated wealth reporting and performance assessment
Philanthropy Philanthropy advice and management
Art Management Comprehensive art administration and management

Corporate Services

Fund establishment and corporate administration

Risk Management

Services

Oversight of risk management arrangements

 

 


 

Wealth Managers

in Switzerland

 

 

Private Banks

 

 

 

Independent Advisors

 

 

 

Family Offices

 

 

 

EAM Desks