Private clients I Corporate clients I Philanthropy
- Long-term relationships
- Preservation of confidentiality and reputation
- On top of international developments
Authorised by SO-FIT as a DSFI under the Anti-Money Laundering Act
ABOUT RELIANCE TRUST
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 others 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 Self-Regulatory Organization of Wealth Managers (OAR-G), as a Directly Subordinated Financial Intermediary (DSFI) under the Swiss Anti- Money Laundering Act. In addition, all internal procedures have been approved by the Swiss Financial Market Supervisory Authority (FINMA), the highest authority in Switzerland. Reliance Trust is member of the Swiss Association of Trust Companies (SATC). The administrative offices are located in Switzerland and Luxembourg.
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.
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 families or large international foundations.