Alpadis Group Receives FINMA Approval for the Acquisition of EOS Trust and Consulting LLC
FINMA approval enables Alpadis Group to offer enhanced tax and succession planning services, expand reach in Italy and South America. Alpadis Group is pleased to announce that it has received approval from the Swiss Financial Market Supervisory Authority (FINMA) for its acquisition of EOS Trust and Consulting LLC. This pivotal step strengthens Alpadis Group’s service offerings in taxation and succession planning and expands its reach into the Italian and South American markets. Elena Arlotta, Director of Alpadis Trust (Switzerland) AG, expressed gratitude and optimism: “We are grateful for FINMA’s approval, which marks a significant milestone for us. This collaboration allows us to leverage Alpadis Group’s global network to deliver enhanced […]
Alpadis Group Enhances Tax and Succession Planning Expertise with Acquisition of EOS Trust and Consulting LLC
Acquisition to enhance capabilities in taxation and succession planning, broaden reach into the Latam and Italian Markets. Alpadis Group, a leading provider of multi-jurisdictional corporate and bespoke fiduciary services, is excited to announce the acquisition of EOS Trust and Consulting LLC. This strategic acquisition, pending approval from the Swiss Financial Market Supervisory Authority (FINMA), is set to enhance Alpadis Group’s capabilities in the domain of taxation and succession planning, while opening avenues into the Italian and South American markets. EOS Trust and Consulting LLC, based in Erlenbach, Switzerland, has been renowned for its expertise in international tax consulting, domestic tax advice, relocation of natural persons, corporate administration, philanthropy, and Swiss […]
Alpadis Group Switzerland Celebrates FINMA Trustee License, Strengthening Trust in the Swiss Financial Landscape
Acquisition of the FINMA Trustee license a validation of company’s rigorous standards and dedication to client service. Alpadis Trust (Switzerland) AG, a leading provider of fiduciary and wealth planning services, is proud to announce the receipt of a Trustee license from the Swiss Financial Market Supervisory Authority (FINMA). The FINMA Trustee license is a testament to Alpadis Group’s commitment to upholding the stringent requirements set by Swiss authorities, thereby ensuring enhanced security and confidence for its clients. “The granting of the FINMA Trustee license is a validation of our rigorous standards and dedication to client service,” said Alain Esseiva, CEO of Alpadis Group. “This recognition by FINMA not only consolidates […]
Bruno Sidler announced as Managing Director of Alpadis Group’s Zurich office
Bruno brings over three decades of experience in wealth planning and corporate services Alpadis Group announce today that Bruno Sidler has taken the reins in Zurich following the retirement of Ewald Scherrer as Managing Director of Alpadis Group’s Zurich office. Bruno will head the private clients services practice, including wealth planning, family office services, as well as directing the offering to corporate clients in Switzerland. Bruno brings three decades of experience and has a proven track record in wealth and trust foundation formation and administration, estate planning, and family governance. He has developed deep and longstanding relationships with private clients from Asia, Europe, and the Middle East. In addition, he […]
Alpadis Group appoints Richard Davison as Legal Counsel in Zurich
Alpadis Group announces the appointment of Richard Davison as Legal Counsel for the company’s Zurich office, effective immediately Richard Davison has joined Alpadis Group as Legal Counsel, based in Switzerland, where he will be providing legal and regulatory support for the Trust, Wealth Planning and Company Administration arms of the business in Switzerland and other jurisdictions Alpadis Group are present in. Over the past eight years he has taken on several responsibilities at Julius Baer, including helping in designing and structuring tailored trust solutions for international UHNW clients. Additionally, he provided legal support and advice in relation to trusts, foundations and companies. Davison is an English Solicitor and also a […]
Alpadis Group acquire trust and corporate services business swisspartners Marcuard Heritage AG in Zurich and Cyprus
Acquisition grows Alpadis Group in Switzerland and expands range of services it offers Alpadis Group, the provider of multi-jurisdictional corporate and bespoke fiduciary services, announces today that it has acquired the trust and corporate service firm, swisspartners Marcuard Heritage AG (SPMH), in Zurich and Cyprus. The acquisition will significantly boost Alpadis Group’s private client services in Switzerland and expand the range of services they are able to offer in this jurisdiction. “The combined business of SPMH and Alpadis Group is of substantial scale and we are well positioned to harness growth opportunities thanks to this acquisition” says Alain Esseiva, CEO of Alpadis Group. “Alpadis Group will be expanding our Swiss […]
New transparency and due diligence requirements set to be introduced in Switzerland
New requirements closely follow EU and OECD rules, following rejection of more stringent requirements in November 2020 The Swiss Parliament has introduced a number of new transparency and due diligence requirements for companies, likely due to come into effect in 2023. Companies incorporated, or with a Head Office in Switzerland and are in the business of importing metals and other materials (minerals or metals containing tin, tantalum, tungsten or gold) from high-risk areas will be subject to due diligence and reporting obligations regarding their supply chain. The same requirements will also be made of companies with products or services that are suspected to have come from child labour. Non-compliance can […]
Swiss trust license law comes into effect
Passed in January 2020, the Swiss Financial Institutions Act (FinIA) and the Swiss Financial Services Act (FinSA) obliges trustees operating in Switzerland to obtain a license to operate in the country Now almost one year through a three-year transition period, as of December 31, 2020, all trustees must have affiliated themselves with a supervisory organisation, file an application for a trustee license with FINMA and comply with all statutory requirements. The laws create a regulatory regime for trustees in Switzerland and includes trustees in the definition of ‘financial institutions’ under the FinIA. A Swiss trustee is defined as a person that manages a separate fund on a professional basis for […]
Alpadis Group bolsters Swiss team and opens branch in Neuchâtel
Alpadis Group hires Michel Frutiger and Jacques Oguey as Senior Trust Officers Alpadis Group today announces the opening of its branch in Neuchâtel, Switzerland, and the hiring of Michel Frutiger and Jacques Oguey who will provide trust and company administration as well as Family Office services from Alpadis Group’s new office. “Both Michel and Jacques are a highly-respected senior executives and we are delighted that they have become part of Alpadis Group” says Ewald J. Scherrer, Managing Director of Alpadis Group in Switzerland, adding “The expertise that Michel and Jacques bring in the field of international trust management and Family Office services will allow us to further expand our suite […]
A conversation on Family Offices in Asia with Dominik Heer
Dominik Heer is the COO of Alpadis Group, based in Singapore. An expert on Family Offices, Dominik works with the Alpadis Group Singapore and regional teams to advise family offices around the region and beyond, offering expert counsel on how to structure their office, tax incentives, fund administration, succession planning, relocation and more. Here, Dominik tells us about Alpadis Group’s services: Please provide an overview of the role of Alpadis Group’s Family Office Services Alpadis Group assists international families with the setup and day-to-day back office administration of their family office. In addition to that, we offer a suite of value-added services around insurance solutions, citizenship by investment, private equity, […]