RELIANCE TRUST
Private clients I Corporate clients I Philanthropy
- Independent
- Long-term relationship
- Preservation of confidentiality and reputation
- On top of international developments
Authorised by FINMA as a DSFI under the Anti-Money Laundering Act
ABOUT RELIANCE TRUST
The Group
Reliance Trust was founded on the belief that an independent, professional and client oriented company is best placed to serve a demanding international clientele. Reliance Trust is family and management owned and not affiliated with any financial institution, bank, private equity investor or law firm, and therefore avoids the conflicts of interest common to so many other companies. Clients have the ability to select their own professional legal, tax and financial advisors, but we can also arrange for introductions to leading experts in many countries.
The Group was founded by Annemarie de Wit, a legal and tax adviser in Geneva, Switzerland. She has assembled a team of professionals with experience at leading international service providers in Switzerland, among other Daniel Hollowell a senior trust professional with more than 20 years’ experience and Herman Krul, who previously founded ATC (Switzerland) Sàrl, together with the ATC Group, and who succeeded to develop a high quality fiduciary business in Switzerland.
Reliance Trust brings together expertise with the diverse skills of experienced trust and company administration professionals and provides to its clients a dedicated and responsive contact person. The mission of Reliance Trust is to deliver the highest standards of work and long-term commitment.
The Group has a compliant approach. It is supervised by the FINMA, as a Directly Subordinated Financial Intermediary (DSFI) under the Swiss Anti-Money Laundering Act, the highest authority in Switzerland. It is a Member of the Swiss Association of Trust Companies (SATC). The administrative offices are located in Switzerland and Luxembourg.
Philosophy
To achieve the highest standards of work in today’s fast changing world, it is essential for a company to focus on its core competencies. As such, Reliance Trust specialises in Private clients, Corporate clients and Philanthropy services. The Group believes that it is not in client’s interest to offer secondary services such as legal/tax opinions, asset management, audit, etc. It is however Reliance Trust duty to preserve the reputation and confidentiality of clients and intermediaries.
Clients
Reliance Trust provides fiduciary services to a sophisticated international clientele:
- Private clients, which include many entrepreneurs and their families. They are typically HNW and UHNW individuals.
- Corporate clients, which include large and small multi-national companies with activities across a variety of sectors and geographies.
- Philanthropic clients, which are either family or large international foundations.
PEOPLE
Management
Annemarie de Wit, Management
Annemarie is a seasoned legal and tax adviser and qualified in Trust Management. Before founding Reliance Trust, she was for several years a legal and tax adviser with the Swiss law firm Bonnard Lawson in Geneva, Switzerland and for more than 10 years with Loyens & Loeff in Switzerland and the Netherlands. Annemarie assisted her international private clientele of HNW and UHNW individuals with legal and tax planning and is specialised in international tax, estate planning and relocation issues. She has an extensive experience advising companies on legal and tax issues, particularly on setting-up structures, advising on corporate tax issues and cross-border tax planning.
Email: annemarie.dewit@reliancetrustgroup.com
Direct line: +41 22 817 03 32
Mobile Phone: +41 79 272 03 32
Daniel Hollowell, Management
Daniel has been working as a Trust professional for the last 20 years, in Guernsey and Switzerland. Before working for Reliance Trust, Daniel worked more than 3 years as Senior Trust Manager for ATC (Switzerland) Sàrl, and previously was a Vice-President for Northern Trust Fiduciary Services (Guernsey) Ltd based in Guernsey.
Email: daniel.hollowell@reliancetrustgroup.com
Direct line: +41 22 817 03 33
Mobile Phone: +41 79 241 03 33
Herman Krul, Management
Herman founded, together with the ATC Group, ATC Switzerland in 2003. With offices in Geneva and Zug, he succeeded to develop a well-respected and high quality fiduciary business. Herman joined Reliance Trust in 2014 as a director. Before his activities in the fiduciary industry, Herman was in the top management of Cargill in Switzerland. During that time he was in charge of various Cargill worldwide business units and president of the Cargill international charity committee. Issues like corporate governance, tax and legal compliance have always been of high importance to him.
Email: herman.krul@reliancetrustgroup.com
Direct line: +41 22 817 03 31
Mobile Phone: +41 78 748 10 88
Jenny Hennessy, Trust Manager
Jenny is a UK lawyer. She worked in the legal sector in the UK for several years, predominantly in civil litigation and property law, before making the decision, 12 years ago, to move to Geneva and embark on a career in the Trust Industry. She began working in an advisory capacity for a single-family office and then joined an international fiduciary services company where she served as director. During that time, Jenny was able to widen her experience in providing bespoke, tailored, and structuring solutions to HNW and UHNW individuals, families and corporate clients.
Email: jenny.hennessy@reliancetrustgroup.com
Direct line: +41 22 817 03 43
Mobile Phone: +41 78 724 26 87
Marius Krul, Head of Marketing and Business Development
Marius has been advising international HNW and UHNW individuals and families since 2007. He worked for 8 years as Client Relationship Manager for Banque E.I. Sturdza, in Geneva, Switzerland. During these years Marius was responsible for a portfolio of European and Middle Eastern clients and travelled extensively. He advised private clients, created financial products and developed investment strategies. In 2015, Marius joined the Group and is today Head of Marketing and Business Development.
Email: marius.krul@reliancetrustgroup.com
Direct line: +41 22 817 03 39
Mobile Phone: +41 79 669 86 93
Employees
Reliance Trust engages qualified personnel and remains committed to their continued training, amongst other the Trust and Estate Practitioners (TEP) qualification. The Group has representatives from different countries and is able to serve its clients in many languages.
To assure that the highest quality accounting, administration and management is maintained, Reliance Trust utilises the software system known as ViewPoint. This is one of the most sophisticated management and accounting solutions on the market today.
CORPORATE SOCIAL RESPONSIBILITY
Social responsibility is important for the Group. Reliance Trust has a long-term focus and a business practice that involves participating in initiatives that benefit society.
As an employer
Reliance Trust is an equal opportunity employer. The Group provides internship opportunities to young adults and is committed to the continued training of its employees. It finds it equally important that its employees enjoy a good quality of life by respecting the employee work schedule and providing job-security.
As contributor to society
To promote philanthropic activities, Reliance Trust has decided to apply a special pricing to services provided to charitable structures.
To contribute to global economic and social development the Group financially supports charitable projects and sponsors various sport and cultural activities. It has created its own “Charitable Trust” and “Social Responsibility Committee”. The Committee comes together on a regular basis to decide which charitable projects to financially support. Over the years contributions have among other been made to: