Services

A Comprehensive Approach to Investment Advisory

Our Capabilities

First Securities & Trust of Switzerland AG provides investment advisory and fiduciary services to high-net-worth individuals, private clients, and international investors.

With a heritage dating back to 1964, our firm brings together decades of experience with a structured and disciplined approach to financial advisory.

Operating from Zürich, we support clients across Switzerland and Europe with clarity, discretion, and consistency.

We advise clients across a range of financial markets, providing structured insight into investment opportunities aligned with individual objectives.

Each opportunity is assessed within a defined framework, ensuring clarity, transparency, and a full understanding of its structure and positioning.

We work closely with high-net-worth clients to ensure their financial positions are structured effectively.

Our approach focuses on long-term alignment, taking into account personal objectives, international considerations, and the need for clarity across complex financial arrangements.

We support clients in building and maintaining portfolios that reflect a disciplined and balanced approach.

This includes diversification, alignment with risk parameters, and maintaining a consistent long-term strategy rather than reacting to short-term market movements.

Cross-Border Expertise

Our client base spans multiple European jurisdictions.

We provide advisory that reflects an understanding of cross-border financial environments, ensuring that all decisions are considered within a structured and internationally aware framework.

Capital Markets Perspective

We provide access to insights across international capital markets, including fixed-income and structured opportunities.

Our role is to present these opportunities in a clear and measured manner, allowing clients to evaluate them within a broader advisory context.

Fiduciary Advisory

Our heritage as a Swiss fiduciary firm remains central to our approach.

We provide guidance aligned with Swiss standards, focusing on responsibility, oversight, and the long-term stability of client arrangements.

Client Focus

We work with a select client base, including:

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High-net-worth individuals
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Private investors
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Family offices
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International clients

Each relationship is managed with discretion, ensuring that advisory is tailored to individual requirements and long-term objectives.

Regulatory Framework

First Securities & Trust of Switzerland AG is a Swiss incorporated company registered within the Swiss Commercial Register.

We operate within Switzerland’s established financial and legal framework, one of the most respected globally for its standards of integrity, transparency, and investor protection.

Switzerland’s financial system is overseen by the Swiss Financial Market Supervisory Authority (FINMA), which supervises financial institutions and market participants, maintaining high standards across the industry.

Reputation

With over six decades of experience, our firm has developed long-standing relationships with clients across Switzerland and Europe.

We are recognised for our disciplined approach, consistency in advisory, and commitment to maintaining professional standards across all client engagements.

Our Principles

Our work is guided by a clear set of principles:

  • Integrity in every client interaction
  • Discretion and confidentiality
  • Structured and disciplined advisory
  • A long-term perspective

These principles have defined our firm since 1964 and continue to shape how we operate today.