Sponsors

Thank you for the kind support of our Alpine Conference sponsors
Sponsor

INDUSTRIE- UND FINANZKONTOR ETS, WEALTH PRESERVATION EXPERTS

GOLD SPONSOR

Industrie- und Finanzkontor Ets. was founded in 1948 and is a privately owned trust company with a specific tradition and expertise in the long-term and trans-generational preservation of wealth, especially family wealth. 

Industrie- und Finanzkontor Ets. can look back at 70 years of experience with structures for the purpose of wealth protection and wealth preservation, in many cases over several generations. The experience necessary to do this comes from the roots.

Although the inception of Industrie- und Finanzkontor Ets. only dates back to 1948, those roots extend much farther into the past; they are embedded in the Princely House of Liechtenstein. 

All employees of Industrie- und Finanzkontor Ets. build an experienced team in various disciplines and have access to a global network of professional partners.

The company’s specific areas of expertise are based on the development of wealth preservation strategies, encompassing the:

  • Implementation of Family Governance
  • Intra- and extra-familial long-term financial planning  
  • Legal and tax planning
  • Succession and inheritance planning
  • Financial structuring via legal entities
  • State-of-the-art knowledge on philanthropic strategies and approaches 

Industrie- und Finanzkontor Ets. focuses on all-encompassing solutions tailored precisely to the individual needs of a client.

Sponsor

PERITUS INVESTMENT CONSULTANCY

SILVER SPONSORSHIP

Peritus Investment Consultancy provides Investment Consultancy services to high net worth clients and investment manager performance monitoring services to trust companies, accountants and law firms.

We are proud to sponsor the STEP Alpine Conference as the trust industry is our lifeblood. Our support for the industry is based on three core services:-

Performance Monitoring: - We collect performance data and produce charts each quarter comparing your investment managers’ results against benchmarks and suitable peer groups.

Investment Guidance: - Through our robust review, due diligence and selection of investment managers we aim to improve the investment results of trustees.

Expert Witness: - Our research, analysis and performance tools assist when trustees ask us to act as an expert witness in support of investment related litigation claims.

Our sponsorship reflects our Swiss heritage, our Zurich and Geneva base and our continuous goal to recognise and support our truly valued clients.

For more information contact Chris Wadsworth at 00 41 43 299 4483 or chris.wadsworth@peritus.ch

 

Sponsor

STONEHAGE FLEMING

BRONZE SPONSOR

Stonehage Fleming is one of the world’s leading independently owned family offices. We help international families manage their wealth and protect their legacies for generations to come.

Stonehage Fleming provides a range of services from long-term strategic planning and investments to day-to-day advice and administration to more than 250 substantial families of wealth. 

The Group advises on over USD55bn of assets and includes an investment business with c. $13 billion under management for families and charities.

Stonehage Fleming is majority owned by management and staff. The Group employs over 520 people in 11 offices in 8 geographies around the world and is the largest family office in Europe, Middle East and Africa (EMEA). Stonehage Fleming have three offices in Switzerland: Geneva, Neuchatel and Zurich.

Sponsor

SWISSPARTNERS MARCUARD HERITAGE AG

BRONZE SPONSOR/DRINKS RECEPTION SPONSOR

swisspartners’ experienced team of professionals offers profound know-how and comprehensive services in the area of wealth planning and wealth structuring for private clients and their families.

Our advisory and solutions team provides bespoke services tailored to the needs of our clients and their families. We help them to fully focus on their business and private interests, and we take care of the rest.

  • Planning: optimization of an individual’s or family’s wealth for future generations
  • Structuring: trusts, international and Swiss companies, life insurance policies provided by swisspartners’ own life insurance companies, private label funds
  • Administration:  trusteeship, director and shareholder services, daily administration including review of agreements, processing payments, preparation of financial statements for reporting (CRS, FATCA, etc.)
  • Other services: coordination of change of residence and passport programs, real estate acquisition and management, lifestyle management including finding staff, organizing travel, locating schools, etc.

WE MAKE LIFE EASY

www.swisspartners.com 

Sponsor

CADELLL + CO

PRE-CONFERENCE DRINKS RECEPTION SPONSOR

Sponsor

BUTTERFIELD TRUST (SWITZERLAND) LTD

BREAKFAST SPONSOR - DAY 1

Sponsor

SCHRODER & CO BANK AG

REFRESHMENT BREAK SPONSOR - DAY 1 (PM)

Sponsor

SCHELLENBERG WITTMER LTD

GALA DINNER SPONSOR

Schellenberg Wittmer’s Private Clients and Estates Group covers a full range of contentious and non-contentious private client legal issues. Their specialists, trained and qualified in civil and common law, are highly proficient at working with individuals and families in the planning and structuring of both their private wealth and business assets, aimed at wealth preservation, continuity of family businesses and smooth successions. On the contentious side, they represent their clients in all disputes, including complex international trust & estates litigation.

The group advises and represents private clients, entrepreneurs and closely-held family businesses, as well as banks and trust companies. The team works in close collaboration with the firm's tax, banking, corporate and real estate practice groups.

 

Schellenberg Wittmer's areas of expertise include: banking and finance; competition and antitrust; dispute resolution and international arbitration; intellectual property/information technology; mergers and acquisitions; private equity and venture capital; private clients; trusts & estates; real estate and construction; restructuring and insolvency; taxation; white-collar crime and compliance.  The firm has a strong understanding of international law through a worldwide network of foreign correspondents, and has considerable experience in managing cross-border projects with law firms in other jurisdictions.

Sponsor

LGT PRIVATE BANKING

BREAKFAST SPONSOR - DAY 2

Sponsor

ACCURO TRUST (SWITZERLAND) AG

REFRESHMENT BREAK SPONSOR - DAY 2 (AM)

Sponsor

SWISS LIFE GLOBAL SOLUTIONS

LUNCH SPONSOR - DAY 2

Sponsor

DOHLE CORPORATE AND TRUST SERVICES LIMITED

REFRESHMENT BREAK SPONSOR - DAY 2 (PM)

Sponsor

ALLIANCE TRUST COMPANY

Exhibitor

Sponsor

LANCE PLATFORM LIMITED

EXHIBITOR

Sponsor

MICROGEN FINANCIAL SYSTEMS

EXHIBITOR

Sponsor

STEP WORLDWIDE

EXHIBITOR

Sponsor

THATCHERMACKENZIE

EXHIBITOR

Sponsor

THE BEEHIVE PARTNERSHIP LTD

CONFERENCE ORGANISER

As global conference, event management and marketing communications specialists, The Beehive Partnership’s aim is simple: to increase our clients' brand reach and impact with minimum fuss for maximum RoI. 

With more than 20 years experience in the wealth management market, we liberate senior managers from time-consuming marketing and event/conference development work, enabling them to focus on other business-critical core tasks. 

Built on its founder’s extensive expertise in the sector across North America, Europe, the Middle East and Asia, we deploy a range of skills in pursuit of our goal of adding value to clients' brand leveraging activities. These include:

  • Global conference and event management
  • Strategic marketing consultancy
  • Editorial development (e.g. copy-writing, speech writing, editing and proofing)
  • Issues and media management

For further information please contact: Nicholas & Jackie Boole + 44 (0) 1845 578193 / enquires@thebeehivepartnership.com

Sponsor

WEALTHBRIEFING

MEDIA PARTNER

WealthBriefing is the premier news, features and information source for the global wealth management sector.  This subscription-only service provides concise, up-to-the-minute information to leading wealth managers, private bankers, fund and asset managers, family office executives, stockbrokers and other professionals including private client lawyers, along with high-net worth individuals themselves.  Whether at your desk or on the move, WealthBriefing subscribers receive daily news analysis to their inbox before 8.00 GMT every working day.

WealthBriefing is essential reading for all relationship managers and client-facing professionals in the wealth management sector.  Middle- and back-office professionals will also find it useful as an information centre on companies and trends in the wealth management industry.