Providing disciplined, independent investment advisory services to high-net-worth individuals and international clients across Switzerland and Europe.
Some of the banks that we work with
First Securities & Trust of Switzerland AG is a Zürich-based investment advisory and fiduciary firm with a heritage dating back to 1964.
For over six decades, we have worked with private clients, high-net-worth individuals, and international investors, providing structured advisory services grounded in Swiss financial principles.
Operating from one of the world’s most established financial centres, our firm is built on long-term relationships, professional integrity, and a consistent approach to investment advisory.
Our Heritage & Experience
Established in 1964, our firm reflects a long-standing presence within the Swiss financial sector.
Over the years, we have advised clients through multiple market cycles, adapting to evolving financial landscapes while maintaining a disciplined and measured approach. This experience allows us to provide perspective, stability, and continuity in an increasingly complex global environment.
Our history is not defined by short-term performance, but by our ability to maintain trust, consistency, and professionalism across generations of clients.
Our Client Base
We serve a select group of clients across Switzerland and Europe, including:
- High-net-worth individuals
- Private investors
- Family offices
- International clients seeking structured advisory
Our relationships are built on discretion and a clear understanding of each client’s financial objectives. We take the time to understand individual requirements, ensuring that all advisory services are aligned with long-term goals and personal circumstances.
Our Approach to Investment Advisory
Our philosophy is centred on discipline, clarity, and responsibility.
We believe that effective investment advisory is not driven by speculation, but by structure and informed decision-making. Every client engagement is approached with a focus on:
- Careful evaluation of opportunities
- Clear and transparent communication
- Structured investment frameworks
- Long-term capital considerations
We maintain a measured approach, ensuring that clients are positioned with a clear understanding of both opportunities and associated risks.
European & Cross-Border Expertise
From our base in Zürich, we have worked extensively with clients across multiple European jurisdictions.
Our cross-border experience enables us to provide advisory services that take into account differing financial environments, regulatory frameworks, and client requirements across the region.
This international perspective allows us to support clients in accessing opportunities while maintaining a structured and compliant approach.
Integrity, Discretion & Long-Term Relationships
Integrity is fundamental to our business.
We operate with a commitment to transparency, consistency, and professional responsibility. Our objective is not transactional, but relationship-driven — working with clients over the long term, providing continuity and clarity throughout their investment journey.
Discretion is equally central to our approach. We understand the importance of confidentiality when working with private clients and ensure that all interactions are handled with the highest level of professionalism.
The Strength of Switzerland
Switzerland is widely recognised as one of the most stable and respected financial jurisdictions in the world.
Its long-standing reputation for financial discipline, legal certainty, and investor protection provides a strong foundation for advisory services.
Being based in Zürich allows us to operate within this environment, offering clients the reassurance of Swiss standards combined with international market access.
With a heritage dating back to 1964, First Securities & Trust of Switzerland AG continues to provide structured, independent investment advisory services to clients across Switzerland and Europe.
Our focus remains consistent — delivering disciplined advisory, maintaining long-term client relationships, and operating with integrity in all aspects of our work.