Sponsors 2017

Thank you for the kind support of our Alpine Conference sponsors

Peritus Investment Consultancy



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 be the lead sponsor of the inaugural 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




BDO is one of the leading audit, accounting and consulting firms in Switzerland. With 33 offices, BDO has the industry’s most solid network in the country. At BDO, we believe that close contact and professional expertise are vital to successful and lasting relationships with our clients.

BDO has long-term experience in serving private clients. Our dedicated and highly skilled specialists advise on national and international levels, in the areas of tax planning, tax effectiveness, tax compliance and legal advice.

We are dedicated advisors for the development of customized tax strategies, for assistance and advice of relocations of individuals, for consulting on tax-efficient structuring of global assets and first contact in setting up trust- or foundation structures. 

BDO’s global network across 150 countries is utilized for clients with an international focus. BDO Ltd, with its head office in Zurich, is an independent, legally separate Swiss firm belonging to the international BDO network, whose head office is in Brussels (Belgium).


Stonehage Fleming


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 over 250 families of wealth. The Group advises on over $40 billion of assets and includes an investment business with more than $12 billion under management for families and charities.

Stonehage Fleming is majority owned by management and staff. The Group employs over 500 people in 11 offices in 7 jurisdictions 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.





ZEDRA is an independent, global specialist in trust, corporate and fund services. The company was acquired from Barclays in January 2016 by an independent investor group, with an ambitious plan to grow the company, expanding and strengthening the services it offers to clients. ZEDRA have global offices in Jersey, Guernsey, the Isle of Man, the Cayman Islands, New Zealand, Hong Kong, Netherlands, Singapore, the UK and Switzerland.

Their 340–strong team of industry experts is dedicated to creating and delivering bespoke solutions for clients, fostering an entrepreneurial approach to delivering exceptional services.

ZEDRA has a diverse client base which includes high-net-worth individuals and their families, international corporations, institutional investors and entrepreneurs. ZEDRA have the flexibility, boldness and expertise to respond to complex needs whilst maintaining the highest standards of corporate governance in an ever-evolving regulatory environment.



Schellenberg Wittmer Ltd

Gala Dinner sponsor




Schellenberg Wittmer is one of the leading business law firms in Switzerland.  Over 140 lawyers in Zurich and Geneva advise domestic and international clients on all aspects of business law. 

Schellenberg Wittmer’s Private Clients and Estates Group covers a full range of contentious and non-contentious private client legal issues. Their specialists 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 firm’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.



Mirabaud & Cie SA

Drinks reception/STEP Student Awards

Mirabaud was founded in Geneva in 1819.  Over time it has developed into an international group. Mirabaud provides its clients with customised financial and advisory services in three core areas: Wealth Management (portfolio management, investment advisory services and services for independent financial advisors), Asset Management (institutional management, fund management and distribution) and Brokerage and Corporate Finance (traditional brokerage, equity capital market and M&A).

As the Group's primary vocation, wealth management at Mirabaud is founded on customised advice and solutions tailored to the specific needs of each client and long-term financial goals. These include discretionary asset management, investment advice, wealth planning in the broader sense, occupational pension, corporate advisory and independent wealth management services.

With some 700 employees, the Group has offices in Switzerland (Geneva, Basel and Zurich), Europe (London, Luxembourg, Paris, Madrid, Barcelona, Valencia, Sevilla and Milan) and the rest of the world (Montreal, Hong Kong and Dubai). 

On line with the enterprising spirit and values that make Mirabaud such a reputed and respected player within the profession, governance within the Group is embodied by its four Managing Partners. As both co-owners and directors, they are personally invested in the Group's strategy and make sure that its clients' assets are managed with the same care and concern for continuity as the company itself.


Lombard International Assurance

Lunch Sponsor - Day 2


Schroder & Co Bank AG






Döhle Corporate and Trust



LGT Bank Ltd

Breakfast Sponsor - Day 2


Thatcher Mackenzie



Rawlinson & Hunter

Pad & pen sponsor


Touchstone (CI) Limited






Industrie- und Finanzkontor ETS., Wealth Preservation Experts



Jackson Hole Trust Company



J. Stern & Co.



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 its goal of adding value to clients brand leveraging activities.  These includes:

  • Global conference and event project management and execution
  • Strategic marketing consultancy
  • Sponsorship delivery and sales sourcing
  • Editorial development (e.g. copy-writing, editing and proofing)
  • Presentation and speech writing
  • Crisis management and corporate recovery
  • Issues and media management
  • Communications director mentoring






WeathBriefing 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, incuding private client lawyers, along with high new 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.