Stefan Aegerter

Client Director, Switzerland

Stefan Aegerter

Stefan joined in September 2021 as a client director, tasked with further developing our presence in Zurich and reinforcing our expanding Swiss footprint.

Stefan brings with him many years of management experience having held several leadership positions at global, bank owned Trust companies, most recently acting as an Executive Management board member of one of the largest bank-owned trust companies. In this role, he had responsibility for driving the strategic direction of the company as well as being involved as a subject matter expert in most strategic projects.

With over 16 years of experience advising high and ultra-high net worth clients, their family offices and advisors from Asia, the Middle East and Latin America, he has deep expertise in estate planning for complex client needs which involves a broad knowledge of global tax issues and risks related to holding a diverse portfolio of assets.

Stefan is bilingual in English and German and holds Swiss, South African and Canadian citizenships.


Key experience

  • Executive Board experience
  • Extensive exposure to Complex structures owning residential and commercial real estate as well as operating companies.
  • Multi-jurisdictional exposure including the structuring of assets for US secondary beneficiaries and UK Resident Non Domiciled clients
  • Broad experience of structuring for Swiss resident clients.

Interests

Stefan is married with two children and enjoys spending time with his family especially when they have the opportunity to travel. Stefan plays tennis, squash and golf and is a keen supporter of FC Zurich and the Springbok rugby team.

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