Finance Monthly Global Awards 2016 Edition
30 www.finance-monthly.com Finance Monthly Global Awards 2016 SWITZERLAND FIDUCIARY FIRM OF THE YEAR Personal Bio As Head of Salamanca Trust and Fiduciary, Xavier Isaac is a principal driver of the business vision and strategy. Xavier gained over 20 years of experience in various management positions at ABN AMRO Bank and Trust in Luxembourg, Geneva and Jersey prior to joining Investec Trust in 2005 as Managing Director of the Geneva office and as CEO of the Investec Trust Group in 2009. Xavier graduated magna cum laude in law from the Catholic University of Louvain. He served as the inaugural Vice-President of the Swiss Association of Trust Companies (SATC). He is also member of the Society of Trust and Estate Practitioners (STEP). Xavier is a regular speaker at conferences organised by STEP, SATC, Academy & Finance and Transcontinental Trust. Since February 2016, Xavier is the treasurer of the Swiss Philanthrophy Foundation. Firm Profile Salamanca Group Trust Switzerland SA (SGTS) is part of a multi-jurisdictional fiduciary business providing trust and multi-family office services to international high net worth families and their family offices. Our mission is to enable families to administer, grow and protect their wealth for future generations by offering bespoke estate planning structures and quality administration services. Since we are not part of a banking group and are not backed by a private equity firm, our management team is very much driving the business strategy based on a 3–pillar approach: independent thinking, distinct culture and the building of long-term relationships. SGTS has been operating for more than 40 years in Geneva. It employs 34 professionals primarily focusing on specific target markets being UK, Middle East, Russia & CIS, Africa, US and Switzerland. Teams are built around a family’s requirements based on the team’s experience, technical skills, language, culture and personality fit. Our Swiss company has always been at the forefront of regulatory developments in the Swiss trust industry and was a founding member of the Swiss Association of Trust Companies (SATC) created in 2007. We are responsible for the implementation, administration and management of an array of entities including trusts, private trust companies, foundations, partnerships, companies, family offices and escrow arrangements. Our Swiss team has experienced holding and managing a wide variety of assets including: • Investment portfolios • Commercial real estate and development projects • Residential real estate • Private/family company shares • Private equity investments • Carry interests and co-investment rights • Intellectual property • Yachts • Artwork and antiques Contact Details Xavier Isaac, Salamanca Groups Trust & Fiduciary Address: 1 Rue du Pré-de-la-Bichette, 1202 Geneva Tel: +41 (0) 22 807 2000 Email: x.isaac@salamanca-group.ch Web: www.salamanca-group.ch Winner:
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