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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]