Mastering the Architecture of Prosperity

Fiduciary & Corporate Structuring

Smart Structure and Governance. Global Compliance.

At INVEST, we go beyond market intelligence. We help investors, entrepreneurs, and international companies build robust, compliant, and tax-efficient structures that support long-term growth.
Our fiduciary solutions are designed for clients operating across global markets who require precision, confidentiality, and trusted expertise.

Whether you are expanding internationally, optimizing your corporate governance, or securing a future-proof financial structure, INVEST provides the clarity, control, and strategic insight you need.

Our Fiduciary Services

Company Formation & Administration

  • Incorporation in Switzerland, EU, UK, UAE, Singapore, and key strategic jurisdictions

  • Corporate secretarial services and registered office management

  • Board representation and local director services

  • Day-to-day administration and governance reporting

Accounting, Reporting & Financial Controls

  • Full accounting and bookkeeping services

  • Monthly/quarterly management reporting

  • IFRS, Swiss GAAP and international compliance

  • Internal controls and financial process setup

Tax Structuring & Compliance

  • Corporate and individual tax optimization

  • VAT, cross-border taxation, and international reporting

  • Liaison with tax authorities and regulated partners

  • Pre-transaction tax review for investments and M&A

Treasury & Cashflow Services

  • Cash management setup

  • Banking introduction and KYC support

  • Multi-currency accounts, FX strategy, and treasury processes

  • Payment workflows and approval matrix implementation

Governance, Risk & Compliance (GRC)

  • Corporate governance frameworks

  • Risk management policies and internal procedures

  • Compliance support (AML/KYC, onboarding, documentation)

  • Operational due diligence for investors and trading firms

Specialised Structuring for Traders & Investors

  • SPVs for asset investments

  • Holding structures for multi-jurisdiction portfolios

  • Financial structuring for commodity, energy, and real-asset strategies

  • Tailored setup for high-growth entrepreneurs and family offices

Values

🔹 Trusted Expertise

Built on deep financial, regulatory, and commodity-market experience.

🔹 Future-Proof Structures

We design frameworks that support global expansion and long-term wealth protection.

🔹 Complete Confidentiality

Discretion and compliance are at the core of all our processes.

🔹 International Network

Access trusted partners across Switzerland, Europe, the Middle East, and Asia.

🔹 Built for Growth

Our solutions scale with your business, investment strategy, and international footprint.

Who We Serve

  • Investors & entrepreneurs

  • Trading companies (energy, metals, agri, shipping)

  • Startups & scale-ups expanding internationally

  • Family offices & UHNW individuals

  • Real estate and private equity investors

Your Structure. Your Strategy. Secured.

INVEST brings together fiduciary expertise, financial intelligence, and global insight to help you build, protect, and grow your assets and operations.

Contact us to discuss your structure.
Your future needs a solid foundation — we help you build it.

CONTACT US