Our latest News

We are delighted to announce that our esteemed colleague Jonathan Gore (TEP) will be attending the STEP Arabia Conference on 9th-10th November 2025, in Abu Dhabi.

We are excited to have Jonathan take part of this prestigious event and he looks forward to engaging with fellow attendees. If you are attending and would like to schedule a meeting to exchange ideas, feel free to contact Jonathan and/or Kestrel Trust via LinkedIn message or email at jonathan.gore@kestrel.ch

Jonathan looks forward to seeing you there!

Kestrel Wealth Management and Kestrel Trust have the joy and privilege of announcing its sponsorship of the 4th edition of the Concerts Culinaires which will be held on Sunday 7th September 2025 in Vevey and Chardonne.

This event, unique in its genre, brings together music and local gastronomy and reflects values that also drive our companies: attention to detail, passion in what we do and creating a suitable forum for the exchange of ideas.

The program is as follows: an exceptional performance by LadyVa, the world renowned Boogie-Woogie, Blues and Jazz pianist, a wine paired aperitif experience followed by a gastronomical meal at À la Demi-Lune, prepared by Chardonne’s seminal chef Philippe Verdan.

Information and box office: https://concertsculinaires.ch

At Kestrel Wealth Management and Kestrel Trust we pride ourselves in providing support and services to those whom wish to invest, be it for a lifelong project, wealth transmission or philanthropy. We are therefore extremely proud to sponsor the Concerts Culinaires, an event that champions culture, inter-generational links and our magnificent terroir.​

We are delighted to announce that Kestrel Trust will be attending the SATC event in London, taking place on Tuesday 2nd September 2025.

We look forward to this special event focused on providing valuable insights into the evolving legal and tax frameworks in the United Kingdom and Switzerland with regard to estate planning, Trusts and private wealth management. There will be a series of presentations followed by networking drinks at the Cazenove Capital offices.

Discussion topics of this event:

• Updates on Swiss legal and regulatory changes impacting Trusts and Trustees
• Current developments in UK estate planning and taxation
• Insights into recent Swiss court decisions involving Trusts
• Implications for international clients of the Swiss tax forfait and pre-immigration Trusts
  

We are excited to announce that Kestrel Trust will be sponsoring and attending the STEP Alpine Conference 2025 in Interlaken, taking place on May 7-8, 2025.

We are honoured to support this prestigious event, which brings together over 300 regional and international delegates to discuss key developments shaping the Trust sector.

Key Topics at the Conference

This year’s conference will feature a range of insightful sessions, covering:

Trust Law Updates – A deep dive into recent legal developments and their impact on estate planning.
Cross-Border Wealth Management Strategies – Navigating the complexities of international taxation and regulations.
Regulatory Compliance Innovations – Adapting to new requirements and best practices for effective compliance.
Current Trends in Estate Planning – Modern approaches to meeting evolving client needs.
Emerging Technologies in Wealth Management – Exploring AI, blockchain, and digital transformation in our industry.

Meet Our Team

Representing Kestrel Trust at the conference will be:

    Jean-Maurice Emery - CEO
    Caresse Selic-Davies – Head of Structuring
    Jonathan Gore – Structuring Executive

If you’d like to connect with our team to discuss industry challenges, emerging opportunities and potential collaborations feel free to email us at contact@kestrel.ch

Save the date—we look forward to seeing you in Interlaken!

We are delighted and proud to announce that Kestrel Trust has embarked on a new chapter in its history with the complete revamp of its branding, corporate materials and website. This evolution marks a significant step forward in our quest for excellence, reflecting our commitment to innovation and to the quality of service we offer our clients.

The redesign of our visual identity represents more than just an aesthetic change. It embodies our vision, our dynamism and our determination to mould our services to the evolving needs of our clients in an increasingly complex environment. The new identity is the result of much work and reflection and was conceived and carried out in collaboration with Inox Communication, expert branding and brand strategists. It is aligned with our desire to always anticipate the expectations of our clients and their future generations.

We invite you to discover our new visual identity here: https://www.kestreltrust.ch/

We are delighted to announce that Kestrel Trust S.A. received, on 26 October 2023, the much sought after FINMA accreditation authorizing us to practice as a trustee in Switzerland.

This accreditation places us within the small and exclusive group of trustees that hold this licence. This accomplishment demonstrates the company’s drive for excellence, discipline, respect for financial regulation requirements and irreproachable corporate governance.

It also attests to our experience and expertise in the trustee sector, undeniably creating added value for our clients.

FINMA’s recognition is the result of the faultless commitment and dedication provided by our team to this process and fittingly, at Kestrel Trust S.A.’s 40th anniversary this year, marks a milestone in our sustained growth.