Capital Trustees is a professional independent Swiss trustee company, with offices in Zürich and Lugano, specialized in the establishment and administration of trust. The Company:

• Has been established in 2005 and has a long-standing experience in providing assistance in wealth structuring to international families through personalized Swiss solutions;

• Is one of the very first few trustee companies licensed by the Swiss Financial Markets Supervisory Authority (FINMA);

• Is full member of the Swiss Association of Trust Companies (SATC);

• Is privately owned and fully independent, not being part of any family office, any banking or financial group;

• Performs its activities in absence of conflict of interests, focusing exclusively on trust activities and not providing asset management services;

• Caters all core trust services in-house, starting from the drafting of any relevant trust document, up to the day-to-day management and monitoring of the trust fund. Compliance activities, as well as Financial and Controlling and ICT's are all carried out internally to achieve maximum control over processes and information flows. This approach is paramount to ensure confidentiality over clients' data;

• Administers trusts governed by all the major trust laws and holding any asset class;

• Offers personalized wealth planning solutions, including the establishment of private trust companies and dedicated trust companies in Switzerland.

Saffery Trust is an independent provider of fiduciary services. Saffery Trust established an International offering with an office in Guernsey in 1977, and Switzerland in 2008. In October 2018 a presence in the Dubai International Financial Centre was established. A Cayman offering was launched in 2020, with Saffery operating as a subsidiary under a licenced Cayman trust company. Following regulatory approval and the acquisition of a Cayman trust company in 2022, Saffery Trust then opened an office under its own licence.

As our reach has expanded globally, as has our experience of safeguarding and protecting our clients’ wealth. Our teams are experienced in dealing with multi-jurisdictional, often complex, structures across different asset classes. We maintain a close working relationship with our clients and their professional advisers, working in partnership, to allow us to provide a highly focused level of personal service to meet our clients’ changing needs.

ZEDRA is a global specialist provider of Active Wealth, Corporate & Global Expansion, Pensions & Incentives and Fund services.

The firm’s industry experts throughout Asia, the Americas and Europe enable high net worth individuals and families - as well as medium to large sized companies, pension funds and trustees, asset managers and their investors - to focus on their core activities by choosing ZEDRA as their trusted partner. www.zedra.com