Team & Memberships.

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.

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 a co-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.

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

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.

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

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.

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).

Urs Specker was the founding father & shareholder of Carey Zurich in 2003 and he led the company as CEO until 2011 and as Chairman of the Board until 2020.

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.

Marianna Portmann holds a PhD in Law from the Moscow State University of International Relations of the Ministry of Foreign Affairs of Russia where she was an Assistant Professor for Administrative and Financial Law of Foreign Countries and a dual Master of Law degree – from the aforementioned university (summa cum laude) and from the University of Zurich (summa cum laude).

Over 20 years she advises private and corporate clients in global mobility issues with a particular focus on immigration, administrative and corporate law. Marianna was a Senior Associate at one of the largest law firms in Zurich and a Head of Department for Foreign Representative Offices at an international law firm in Moscow associated with Big Four. She has a number of publications in international law journals.

Marianna fluently speaks English, German and Russian.

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.

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.

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.

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.

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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).

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.

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