RELIANCE TRUST
Private clients I Corporate clients I Philanthropy
- Independent
- Long-term relationships
- Preservation of confidentiality and reputation
- On top of international developments
Authorised by OAR-G 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 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.
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 families or large international foundations.
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: