About Us

A Swiss Heritage in Investment Advisory

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 provided structured advisory services to private clients, high-net-worth individuals, and international investors, supporting them in navigating global financial markets with clarity and discipline.

Our firm is built on long-standing principles of integrity, discretion, and professional responsibility — values that continue to define our approach today.

Our History

Established in 1964, First Securities & Trust of Switzerland AG has developed a long-standing presence within the Swiss financial sector.

Over the years, we have advised clients through multiple economic cycles, evolving market conditions, and changes across international financial landscapes. This experience allows us to provide informed perspective and stability in an environment that is often characterised by uncertainty.

Our history reflects a consistent commitment to maintaining professional standards while adapting to the changing needs of our clients.

Our Philosophy

Our approach to investment advisory is grounded in discipline and structure.

We believe that successful long-term outcomes are achieved through careful planning, clear communication, and a measured understanding of risk.

Our advisory philosophy is centred on:

  • Long-term capital preservation
  • Structured and informed decision-making
  • Transparency in all client interactions
  • A disciplined and consistent approach

We do not focus on short-term trends, but on providing clarity and stability over time.

Our Approach to Clients

We believe that effective advisory begins with understanding.

Our process is centred on:

  • Taking the time to understand each client’s circumstances
  • Providing clear and structured guidance
  • Maintaining open and consistent communication
  • Supporting clients through each stage of the advisory process

Our role is not only to advise, but to provide clarity and confidence in decision-making.

Our Clients

We work with a select client base across Switzerland and Europe.

Our clients include:

  • High-net-worth individuals
  • Private investors
  • Family offices
  • International clients seeking structured advisory services

Each client relationship is approached individually, with a focus on understanding personal objectives, financial priorities, and long-term goals.

Operating from Zürich

Our firm operates from Zürich, one of the world’s leading financial centres.

Switzerland’s reputation for financial stability, strong legal frameworks, and investor protection provides a foundation of trust for both domestic and international clients.

Being based in Zürich allows us to combine Swiss financial discipline with an international outlook, supporting clients across multiple jurisdictions.

Integrity & Responsibility

Integrity is central to everything we do.

We operate with a strong sense of professional responsibility, ensuring that all advisory services are delivered with transparency, consistency, and care.

Our focus is on building long-term relationships, based on trust and mutual understanding, rather than short-term transactions.

With a heritage dating back to 1964, First Securities & Trust of Switzerland AG continues to provide disciplined investment advisory services to clients across Switzerland and Europe.

Our approach remains consistent — structured, transparent, and focused on long-term client relationships.