Sponsors 2018

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

FIRST NAMES GROUP

SILVER SPONSOR

First Names Group is a leading independent provider of trust, corporate, fund and real estate administration services with a network of 14 strategically located offices across the globe.

We are a director-led business and have a clear focus on professional qualifications among employees, with many accountants, company secretaries and lawyers providing the necessary experience.  

We offer a range of services across the Group; in Switzerland these include, but are not limited to:

  • Trustee and protector services
  • Trust and company formation
  • Trust and company administration
  • Company secretarial services
  • Domiciliation
  • Financial administration and accounting
  • HR administration and payroll services

Our expert teams in Geneva and Zurich assist with asset protection, estate and succession planning, family office support services and Swiss company administration for international holding structures. 

We recognise that one size does not fit all. We take the time to understand our clients’ individual needs so that we can provide tailored solutions.

Above all we are a people business.

Sponsor

BDO AG

BRONZE SPONSOR

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).

Sponsor

STONEHAGE FLEMING GROUP

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 families of wealth.

The Group advises on over $40 billion 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 500 people in 11 offices in 8 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.

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

CADELL+CO

PRE-CONFERENCE DRINKS RECEPTION SPONSOR

Sponsor

BUTTERFIELD TRUST (SWITZERLAND) LIMITED

BREAKFAST SPONSOR - DAY 1

Sponsor

SWISS LIFE GLOBAL SOLUTIONS

LUNCH SPONSOR - DAY 1

Sponsor

SCHRODER & CO BANK AG

REFRESHMENT BREAK SPONSOR - DAY 1 (PM)

Sponsor

SCHELLENBERG WITTMER

GALA DINNER - DAY 1 (PM)

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

BAKER MCKENZIE LINK

BREAKFAST SPONSOR - DAY 2

Sponsor

ACCURO TRUST (SWITZERLAND) AG

REFRESHMENT BREAK SPONSOR - DAY 2 (AM)

Sponsor

DOHLE CORPORATE AND TRUST SERVICES LIMITED

REFRESHMENT BREAK SPONSOR - DAY 2 (PM)

Sponsor

THATCHERMACKENZIE

EXHIBITOR

Sponsor

QUILTER CHEVIOT INVESTMENT MANAGEMENT

EXHIBITOR

Sponsor

MICROGEN FINANCIAL SYSTEMS

EXHIBITOR

Sponsor

RAWLINSON & HUNTER

PAD & PEN SPONSOR

Sponsor

DELOITTE AG

Delegate Bag Sponsor

Sponsor

J STERN & CO

ADVERTISER

Sponsor

LALIVE

ADVERTISER

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.