Team

Your trusted sparring partners

Simon  is a chartered accountant and worked for KPMG in their London, Paris and Geneva offices.

Upon leaving KPMG Geneva, Simon joined Paribas (Suisse) SA where he commenced a twenty five year career in private banking culminating in being appointed as deputy general manager for Hyposwiss Geneva SA.

Simon joined Carey Group, Guernsey  as the Group’s COO in 2014 and after a series of successful international disposals continues to act for the Group’s main board and shareholders as an independent consultant. He speaks English and French fluently.

Simon Cole

Chairman

Beat has broad experience in financial management, business administration, strategy development and change management. He started his career at PWC where he spent seven years taking up various Audit functions.

After he left the consulting industry he has held several finance/controllership positions in the shipping, petrochemicals, reinsurance, Private Equity and financial services industries.He has led various transformational projects, including the implementation of multiple consolidation and reporting systems.

Beat joined Carey in 2013, was appointed to CEO in 2016 and became the owner of the company in 2018. Beat holds an Executive MBA, a Master in Finance, a Master in HRM and is a Certified Fiduciary. He is a board member of various portfolio companies and speaks fluent German and English.

Beat H. Haering

CEO
beat.haering@carey.ch

Ariel holds a Doctorate of the University of Southern Australia, a dual MBA degree from Rochester NY-Bern and a Master of Law in International Business Law (LL.M.) from the University of Zurich. He is also a member of the Society of Trust and Estate Practitioners, the International Fiscal Association and the International Tax Planning Association

He specialises in over 30 years in private client matters, international wealth structures and estate planning in renowned banks in Switzerland and Liechtenstein, with an emphasis on internationally UHNW entrepreneurs, family offices, complex trust issues and charities.

Ariel is a regular speaker, panelist and moderator at conferences.

He writes regularly articles on economic, legal, liberal and military subjects and has written or contributed to a number of books. He speaks German, English, French, some Italian and Russian

Dr. Ariel Sergio Davidoff

Non-Executive Director

Rachel is a highly recognised trust officer and independent relationship manger. She started her career in real estate finance in California/USA, moving to Switzerland in 2001 where she worked for HSBC in Lugano.  She then moved to HSBC in Zurich, working in the trust department for several years, and thereafter over 11 years with Paicolex Trust Management in Zurich. She joined the Carey team in 2020 and is handling complex multigenerational family structures, including their personal affairs.

Rachel is a passionate jogger for whom it is natural to go the “extra mile”.  She holds a Master of Science in Economics from the London School of Economics and the TEP Diploma of the Society of Trust and Estate Practitioners. Rachel speaks English and Italian fluently, German and Spanish on a conversational level.

Rachel Fowler Pedotti

Senior Trust Officer
rachel.fowler@carey.ch

Thomas Meier is a banker by background and joined the trust industry in 1980. He served as a director and head of the Rothschild Trust Company in Zurich for 13 years and for 12 years as a director and head of the HSBC Private Bank Trust Company in Zurich. From 2005 till the end of June 2018 he was an executive director and head of marketing and business development of Paicolex Trust Management AG, Kusnacht, a company wholly owned by the law firm Bryan Cave Leighton Paisner LLP. Throughout his career, Thomas served as a director of trust companies in Switzerland, the Channel Islands, the Isle of Man, the Caribbean and Cyprus.

He is a member of STEP and a former Deputy Chairman of the Swiss Association of Trust Companies (SATC) and speaks German, English and French

Thomas E. Meier

Non-Executive Director

Sascha Züger is a Founding Partner at Carey Partners. He is a seasoned professional in the fiduciary sector with over three decades of experience in the industry.

Beginning his career in the late 1980s at by that time Switzerland’s largest fiduciary company, Sascha has worked with both multinational corporations and boutique firms.

For the past ten years, he was responsible for the operations of one of the world’s leading service providers, overseeing their activities first in Zurich and Zug, and then across all of Switzerland.

With an academic background in Economics, Sascha possesses extensive expertise in wealth planning and has a longstanding and proven track record in managing service providing entities.

He is fluent in German, English, Spanish and Portuguese, and proficient in French and Italian.

Sascha Züger

Associated Partner
sascha.zueger@carey.ch

Maria Laura is a Founding Partner at Carey Partners. She is an attorney with more than 18 years with robust experience advising private individuals on wealth planning topics and international tax aspects of their investments abroad.

She began her career at Ernst & Young (E&Y) where she worked in legal and corporate due diligences and business reorganizations.

Following her tenure at E&Y, Maria Laura moved in 2009 to a leading Fiduciary Company in Barcelona, Spain, taking on roles such as Legal and Relationship Manager. She has accumulated experience in the implementation of international corporate structures, international tax planning, tax efficient holding structures, corporate reorganizations, tax and legal implications of cross-border M&A, as well as implementation of structures involving investment funds.

In 2013 Maria Laura joined Vistra Zurich AG in Zurich, Switzerland as Senior Relationship Manager, and after demonstrating strong leadership skills, exceeding professional achievements and targets, she was promoted to Executive Director in 2020. She was responsible for growing the customer base and acquisition of new structures, as well as, for leading the team and developing the Spanish speaking Latin American markets.

She holds a Law Degree, a Master’s Degree in International Trade, and is a member of the Society of Trust and Estate Practitioners.

Languages: English (fluent) and Spanish (mother tongue).

 

Maria Laura Ferrer

Associated Partner
marialaura.ferrer@carey.ch

Simon is a Founding Partner at Carey Partners, with over a decade of experience in the Fiduciary Industry.

Following a two-year tenure at a boutique law firm in Zurich, he moved to a leading global corporate and fiduciary service provider, taking on the role of a Relationship Manager for a portfolio of private wealth clients, mainly for the Brazilian market. In 2018 he became an Associate Director and took on the role of the Head of the Brazilian private client team. He was promoted to Director in 2020 and Executive Director in 2022. Simon has accumulated experience in setting up and handling complex multigenerational family structures with a strong focus on Brazil and has successfully led the team with up to 15 people. Simon has been frequently traveling to Brazil during those years, accumulating both legal and cultural experience in the Brazilian market.

Simon holds a Master of Law degree from the University of Fribourg and is an affiliate member of the Society of Trust and Estate Practitioners.

In addition to his professional pursuits, Simon is a passionate Basketball player. He is fluent in German, English, Portuguese and French.

Simon Bernet

Associated Partner
simon.bernet@carey.ch

Sylvia Piton is a Founding Partner at Carey Partners, bringing nearly 20 years of experience with private clients, fiduciary services, and wealth planning.

Before co-heading the Zürich Brazil Team from 2018 until 2024 in a leading global fiduciary services provider, Sylvia had a long track record both as lawyer and law consultant in renowned firms in Brazil such as Dinamarco, Rossi, Beraldo & Bedaque Lawyers.

In the fiduciary industry Sylvia specialized in complex international structures for wealth and succession planning such as holding companies, foundations and trusts, with a Masters in Law (LLM – CAS) Program in banking, finance and insurance law at Zurich University and successfully completed the STEP Certificate in International Trust Management, being a STEP member.

Sylvia obtained her Bachelor in Law in Pontificia Universidade Catolica in Sao Paulo and a Masters in Business Administration degree in Fundacao Getulio Vargas / Sao Paulo, combining practical and academic experiences in legal and business management throughout her professional career.

Fluent in Portuguese, English, and Spanish, in addition to her professional pursuits, Sylvia enjoys traveling with her family, scuba diving, and horse riding.

 

Sylvia Piton

Associated Partner
sylvia.piton@carey.ch

Tommy is a finance executive with over 30 years’ experience, serving private SME and publicly listed European, Southern African and GCC organisations, across multiple industrial sectors. His tenure spans across industrial and governmental organisations and includes; shipping and logistics, financial services (investment and private banking), insurance, oil and gas (upstream & downstream), industrial engineering, real estate and healthcare. He has worked and lived in Norway, Switzerland, South Africa and the Middle East and has gained substantial cultural knowledge and best working practice.

Tommy is a UK Fellow Chartered Certified Accountant (FCCA) and holds an MBA degree from the Manchester Business School. He holds a diploma in IFRS (DipIFR) from ACCA and a Diploma in Digital Business (PGDDB) from MIT Sloan. He speaks Norwegian, English and German fluently.

Tommy Laupsa

Senior Advisor
tommy.laupsa@tonconsult.com

Martin Elzi is a Senior Manager with a robust background in Trust and Offshore Company Management for international high net worth individuals.

He began his career in 1990 at Fides / Credit Suisse Trust, Zurich, where he spent six working years in the private client department for international high net worth individuals managing Trust and Offshore Companies.

Following his tenure at Fides, Martin moved to KPMG Private, Zurich, in 1996, taking on roles such as Senior Manager. Also, as Senior Manager, Martin moved to Treuco Treuhand-Gesellschaft, Zurich, in 2004.

Following his tenure at Treuco, Martin moved to Qubus Management Ltd. in 2011 (Qubus was sold in 2014 to Vistra Zurich AG), taking on roles such as Senior Manager.

Martin joined Carey Group in 2024, serving as Senior Manager and has accumulated experience in handling complex multigenerational family structures, and has contributed significantly to international high net worth individuals managing Trust and Offshore Companies and complex structures.

Martin holds degrees such as Swiss Fiduciary Expert, Dipl. International Trust Management STEP an executive MBA from Manchester University and is a member of Swiss Fiduciary Association (EXPERT SUISSE) and Society of Trust and Estate Practitioners (STEP).

In addition to his professional career, Martin is a passionate skier and traveller. He is fluent in German, English and Portuguese, and has an extensive and longstanding experience in Common Law Trusts and Private Foundations, as well as Offshore Company Law.

Martin Elzi

Senior Manager
martin.elzi@carey.ch

Nicole has many years of experience in the administration of companies and trusts.

After her commercial apprenticeship with a Swiss trust company, she started her career with another small trust company where she came in contact with offshore structures for the first time, namely with Irish offshore companies.

Thereafter, having very much liked working for private clients, she decided to work for one of Switzerland’s leading law firm, where she was working in the private client’s department before joining a multi family office/wealth planning/legal advisory/trust and corporate service provider where she was working for 11 years as a trust and relationship manager where she could gain in-depth knowledge in the formation, administration and compliance of legal structures for private clients.

Nicole holds a certificate of proficiency in English and a TEP Diploma of the Society of Trust and Estate Practitioners. As a former alpine skier of the Swiss youth regional squad, she is used to mastering every steep mountain calmly, precisely and quickly. Nicole speaks fluent German, English, French and Turkish on conversational level.

Nicole Steiner

Senior Trust Officer
nicole.steiner@carey.ch

Marc is a lawyer admitted to the bar in Switzerland with over 10 years of experience in wealth and estate planning in the trust and corporate service sector. He has worked for both independent and bank-owned trustees. As a board member of various organisations (including STEP Switzerland), Marc has also gained relevant experience in the non-profit and sports sectors.

He joined the Carey team in 2020 as Compliance Specialist (Geldwäschereifachstelle) and is responsible for all internal and external regulatory requirements.

Marc holds a Master’s degree in Law from the University of Zurich and an LL.M. degree in “International and comparative law” from the University of Singapore. He is admitted to the bar in the Canton of Zurich and holds a TEP Diploma of the Society of Trust and Estate Practitioners.

As passionate amateur footballer (central defender), Marc has survived countless wounds and injuries and supports now the youth team in his hometown of Schaffhausen.

He speaks fluent German and English.

Marc Blumenfeld

Compliance Specialist
marc.blumenfeld@carey.ch

Dorila Piar is a Manager with a robust background in the Trust and Private Wealth Business.

She began her career at Amicorp Curacao, where she spent ten years working in the department of Trust and Private Wealth.

Following her tenure at Amicorp Curacao, Dorila Piar moved to Vistra Zurich AG in the year 2015, taking on roles initially as of a Relationship Manager and later promoted to Manager with both operational and commercial responsibilities, having her own portfolio of clients mainly in the Brazilian sector. She has accumulated experience in fiduciary structures, building and maintaining strong relationships with client as well as intermediaries and agents. Managing and handling of complex Trust structures and has contributed significantly to the implementation of various systems in the administration of fiduciary structures.

Dorila Piar joined the Carey Group in June 2024, serving as a Manager.

She holds a degree in Management, Economics and Law from the university of Groningen in the Netherlands. She also holds certificates in Trust Management – STEP Certificate in International Trust Management and various diplomas in Trust/ Fiduciary Management.

In addition to her professional pursuits, Dorila Piar is a passionate fitness exerciser. She is fluent in the Dutch, English, Spanish and Papiamentu languages.

Dorila Piar

Manager
dorila.piar@carey.ch

Piedad L. Delgado Bauhofer is a Senior Manager with a robust background in fiduciary services. She began her career at Clariden Trust Management / Clariden Bank in 1999, where she spent four years working on creation, management and administration of trust structures, especially for LatAm clients.

Following her tenure at Clariden, Piedad moved to Wintrust Ltd., Amicorp Switzerland Ltd. and Vistra Zurich Ltd., taking on roles such as Senior Manager and Senior Trust Manager. She has accumulated experience in handling complex multigenerational family structures and has contributed significantly to the implementation and consolidation of the LatAm client base.

Piedad joined Carey Group in 2024. She holds degrees such as qualified lawyer from the Universidad Externado de Colombia and various diplomas from the Society of Trust and Estate Practitioners, from which she is a member and a mentor.

In addition to her professional pursuits, Piedad is fluent in Spanish, English and German.

Piedad L. Delgado Bauhofer

Senior Manager
piedad.bauhofer@carey.ch

Nicolas Müller is a Manager with 16 years of experience background in the Fiduciary market. He began his career at QUBUS Management AG, where he spent six years working, prior to the merger with Vistra Zürich AG, where he was working until end of 2023.

He has a degree in Business and Administration.

Nicolas joined Carey Partners in December 2023 and is fluent in German, English, French and Portuguese.

 

Nicolas Müller

Manager
nicolas.mueller@carey.ch

Daniela has over 20 years of professional experience in fiduciary, accounting, tax returns, payroll administration and payment transactions. During this time, she has gained extensive knowledge with national and international SMEs across various manufacturing, trading and service companies.

With her operational experience, human skills and competitive judo experience, Daniela is always ready to stand up for her team and clients.

Daniela speaks German and English and holds the degree of the Swiss Certified Accountant (Fachfrau Finanz- und Rechnungswesen mit eidg. FA FH).

Daniela Sarbach

Senior Accountant
daniela.sarbach@carey.ch

Urs Specker incorported and led the company as CEO until 2011.

Before he incorporated Carey Zurich Urs worked for a Swiss based industrial group as well as in the UK for several years. As a manager within one of the leading multi-national industrial groups, he was part of a turn key industrial plant project sales team going on to act as a management consultant within IMMF, BEI and Worldbank projects on a global basis. In 1987, Urs joined a major bank and trust group where he held the post of managing director for more than fifteen years before he incorporated Carey Zurich.

Specker holds a business degree from the School of Economics and Business Administration in Zurich, Switzerland and is a member of the Society of Trust and Estate Practitioners (TEP). He speaks German, English, French and Spanish fluently.

Urs Specker

Consultant
urs.specker@carey.ch

After completing her commercial apprenticeship, Bleona decided early on to train as a finance and accounting clerk and is now in the process of obtaining a federal certificate in finance and accounting.

As a middle child with four other siblings, Bleona is used to communicating and taking responsibility, an important quality from which Carey has benefited since 2022.

In addition to school, work and family, Bleona enjoys her active fitness program and reading Novels preferably somewhere on the beach.

Bleona speaks fluent Albanian, German and English.

Bleona Tershani

Accountant
bleona.tershani@carey.ch

After completing her apprenticeship in retail, Mel wanted to see the world and so joined Swiss international airlines as a flight attendant. She has been on many adventures since and still flies part time. On ground she has worked in various jobs as mixologist in bars and service in restaurants as well as the administrative event planning of various events.

Mel joined Carey in autumn 2023 as a part-time employee to support the CEO administratively and in various marketing activities.

In addition to travelling, Mel is a passionate about yoga, meditation and healthy nutrition. Her calm and charming demeanour keeps her on top of things even in turbulent times and her homemade smoothies are a firm favourite with customers and staff alike.

Mel Orchard

Assistent to the CEO
melanie.orchard@carey.ch

Kripa Sethuraman has been working in family office operations and consulting across the UK, Europe, and Asia for the past decade, and was most recently Head of Family Office at Accuro in Zurich.

As an independent advisor, Kripa works with wealth owners and single-family offices on questions ranging from managing structuring and succession, family governance, asset allocation decisions and philosophy, and day-to day wealth issues.  She frequently presents a t conferences and seminars on the topic of wealth & family affairs.

Prior to this, Kripa worked for the family office of Quilvest in Zurich, and before that, as Managing Partner of the Family Office Exchange in London.

Kripa holds a Masters in Economics degree from the London School of Economics and a B.Sc. from the School of Foreign Service at Georgetown University, Washington DC. She was educated at international schools in Singapore and Hong Kong, and is a global citizen. She is also an avid wine student and swimmer. As a wine connoisseur and active long-distance swimmer, Kripa is used to planning and acting for long-term results.

Kripa Sethuraman

Family Advisor
kripa.sethuraman@carey.ch

pending

Carla Durisch

Marketing & Social Media Advisor

Hugo was born on 25 July 2012 and is a white-brown Dalmatian whose pedigree can be traced back 5 generations. His father “Indiana Jones of the Living Spots” was a multiple VDA-Champion and white-black, while his mother “Ultra vom Gramzower Koster” was a white-brown lady.

Hugo has 5 sisters and 3 brothers,  of which 2 are white-brown and 6 white-black. He understands Swiss German (if he wants).

Hugo

Food and Beverage Manager
info@carey.ch

Open Positions

Dear Trustees,

Anyone acting as a trustee on a commercial basis in Switzerland requires a license from the Swiss Financial Market Supervisory Authority (FINMA). In Art. 19 FINIO (Financial Institutions Ordinance) of 6 November 2019 the following thresholds are defined.

The consistent implementation of the thresholds provided for in the FinIA law announced on 2 February 2024 makes it nearly impossible for trustees based in Switzerland to maintain their trustee activities without a FINMA license. This means that a substantial number of Swiss trustees who benefited from the previous FINMA practice are now required to apply for a FINMA license or find an alternative solution before 31.12.2024.

 

CAREY Zurich (FINMA licensed since August 2022) has proven in several successful cases, that our Trustee-Platform fulfils all technical, legal and compliance-specific requirements to support trustees who don’t have a license today.

We would be delighted to actively support you in coping with these challenges and to develop the best possible options for you – before the end of 2024.

Just call Beat Haering, CEO, on +41 (0) 43 499 11 44 for more information.

 

 

 

 

What about you?

Trustees without license

Dear Relationship Manager,

No one knows the needs and requirements of customers better than you, the Relationship Manager. And in this important function, it will be of great concern to you to create a completely individual structure tailored to the customer, which you can build up with an experienced team and maintain over the long term. But in your current function, are you in a position to offer such a broad and customer-oriented service to your customers? If this is not the case, we will be happy to help you.

Your advantages with CAREY as an external service provider:

  • Free choice of legal and administrative structures.
  • Your customers remain “forever” your customers, even if your working environment changes.
  • As an independent service provider, we are only committed to your customers.
  • CAREY is not an asset manager, i.e. you decide where the AuM remain.

 

If this is the type of opportunity you are seeking, I would be happy to hear from you.

Beat

079 137 12 75

beat.haering@carey.ch

What about you?

Relationship Manager (m/f)