Swiss Association of Trust Companies Conference

We are delighted to invite you to join us for an evening focused on providing valuable insights into the evolving legal and tax frameworks in the UK and Switzerland as they relate to estate planning, trusts, and private wealth management. We will have a series of presentations followed by networking drinks at the Cazenove Capital offices in London.

Please see event details below.

Date
Tuesday 2^nd September 2025

Time
5.30pm - 8.00pm

Venue
Cazenove Capital, 1 London Wall Place, London, EC2Y 5AU

Discussion topics

• Updates on Swiss legal and regulatory changes impacting trusts and trustees
• Current developments in UK estate planning and taxation
• Insights into recent Swiss court decisions involving trusts and arbitration
• Swiss tax forfait and pre-immigration trusts: implications for international clients

Speakers

• Alexander Tate, Portfolio Director, Cazenove Capital, London
• David Wallace Wilson, Partner, Schellenberg Wittmer, Geneva
• Paul Whitehead, Partner, Maurice Turnor Gardner LLP, London
• Alexander Greter, Partner, Lenz & Staehelin, Zurich

We hope you are able to join us for an engaging evening of discussion and networking.

If you have any questions, please feel free to contact us at events@cazenovecapital.com.