Investment Office

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   Wealth Managers - Switzerland - Independent Advisors





Usteristrasse 15
8001 Zürich



Rue de Chantepoulet 25
1201 Geneva



Rue du Puits-Godet 12
PO Box 763
2002 Neuchâtel




Tel  +41 44 217 9600
Fax +41 44 217 9601

Contact Michael Korrodi



Tel  +41 22 591 1760
Fax +41 22 591 1761
Contact Mark McMullen


Tel  +41 32 723 1000
Fax +41 32 723 1001

Contact Grant Rogerson



Stonehage is a leading independent Multi Family Office offering wealth management and advisory services to an international clientele. Stonehage works with clients to protect and enhance their wealth across jurisdictions and generations. Our interests are aligned with those of our clients.

Stonehage is owned by management and staff with 14 offices around the world. Established in 1976 the Group currently employs over 400 staff and manages the affairs of over 1,000 client families internationally. Stonehage’s Swiss offices are located in Geneva, Zurich and Neuchâtel. Stonehage is multi award winning and has been awarded the Family Office of the Year award by the Society of Trust and Estate Practitioners.

The Stonehage Family Office uses a wide range of expertise to help families with complex requirements to identify and realise their strategic goals. We can assist with any or all of the following services:



Family Office


Specialist advice on family governance and setting up family offices
Expert Fiduciary Expert fiduciary services built on extensive commercial experience
Tax and Structuring Commercial solutions for tax, estate planning and structuring issues

Stonehage Investment


Family office investment strategy and advice

Stonehage Property


Property investment advice and management

Private Corporate


Expert advice on significant transactions and family businesses

Treasury and Markets

Proactively managing multiple banking and investment relationships
Expert Reporting Bespoke aggregated wealth reporting and performance assessment
Philanthropy Philanthropy advice and management
Art Management Comprehensive art administration and management

Corporate Services

Fund establishment and corporate administration

Risk Management


Oversight of risk management arrangements





Wealth Managers





1 month in 10 snapshots
SYZ Wealth Management
November 2016


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SYZ Wealth Management
November 2016


Investment Outlook

Marcuard Family Office
November 2016


Investment Navigator
Sound Capital

October 2016


Investment Letter
October 2016


Investment policy
Albin Kistler
October 2016


Investment Strategy
3rd Quarter

Lombard Odier

July 2016


Wealth Managers

in Switzerland



Independent Advisors




Family Offices




Private Banks