Running like clockwork

Establishing and managing a licensed offshore fiduciary service for a Swiss financial services firm.

OUR CLIENT

A multi-service adviser assisting start-up businesses and entrepreneurs looking to list on the public markets.

THE BRIEF

Our client needed an in-house solution, co-managed by a trusted adviser, in order to provide a fully integrated, packaged service to its international clients.

HOW WE HELPED

Having assessed the needs of our client and its international customer base, we created and established a regulated managed trust company. This enabled our client to administer both internally and externally-held structures in a cost-effective and time-efficient manner.

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