Eurotrust
Zurich wealth advisory firm founded 1991, working as a multi-client family office: tax and succession planning, investment policy, asset allocation and oversight of banks and managers.
Identity
- HEADQUARTERS
- Zurich, Switzerland
- OFFICES
- Baar, Switzerland · London, United Kingdom
- FOUNDED
- 1991
Investment approach
Overview
Eurotrust, founded in 1991, describes itself as an independent wealth management advisory firm serving Swiss and international families. As a multi-client family office it defines investment policy and asset allocation, selects and monitors banks and asset managers, and combines internal asset management with tax advisory and succession planning. It also offers tax and fiduciary services and corporate finance, with entities in Zurich, Baar and London.
People
Frequently asked questions
Eurotrust is a multi family office based in Zurich, Switzerland, founded in 1991.
Eurotrust does not publicly state whether it puts its own money into companies or invests through funds.
Eurotrust invests in HealthTech and Media & Entertainment.
Key people at Eurotrust include Claudio G. Cocca (Chairman (Eurotrust PLC, London)), Michael Reiss von Filski (Director) and Csaba Valentik (Director).