Carré Trust AG

Overview

Carré Trust AG provides customized guidance for clients’ trust, company, structural, and personal needs. Its work is designed for wealthy individuals, families, and professional intermediaries seeking coordinated fiduciary and corporate support.¹

History

Carré Trust AG says it was established in June 2016 by Svetlana Colta.²

Leadership

Svetlana Colta is Founder and CEO. The firm says she entered the industry in 2000 and previously spent a decade with a large international trust group.²

Lewis Exon is Director. He leads the trust department, manages significant client relationships, and joined Carré Trust in 2019.²

Sergey Ryabikin is Executive Manager, responsible for day-to-day operations, key client relationships, and strategic projects.²

Services

Carré Trust’s services include trust establishment and administration, corporate formation, company secretarial work, trustee and directorship services, registered-agent and office services, re-domiciliation, relocation, accounting, legalisation, and company searches.³

What the firm offers

• Trust and fiduciary
• Administration and bill pay

Client focus

The firm serves wealthy individuals, families, and professional intermediaries. Its Zurich head office supports international clients from the city’s financial center.¹⁴

Carré Trust operates offices in Zurich, Tortola in the British Virgin Islands, Nicosia in Cyprus, and Mahé in Seychelles. The firm says its Cyprus office is supervised by the Cyprus Securities and Exchange Commission and supported by local lawyers, bankers, and paralegals.⁴

Approach

Carré Trust describes its approach as qualified, customized guidance across trust, company, structural, and personal client requirements. Its service model combines fiduciary administration with corporate, relocation, accounting, legalisation, and related support.¹³

Registration and supervision

Carré Trust AG states that it is registered in Zurich under CHE-382.890.862, licensed by FINMA as a trustee under Article 17 paragraph 2 of FinIA, and affiliated with OSFINcontrol AG. FINMA’s published list of licensed portfolio managers and trustees includes Carré Trust AG in Zurich under the supervision of OSFINcontrol AG.⁵⁶

FAQs

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  The multifamily office fees page provides a starting point for understanding how firms may charge for administration, fiduciary work, and related support. For someone reviewing Carré Trust AG, it can support a clearer fee conversation by prompting questions about billing bases, recurring costs, extra services, and expenses for family or business matters.

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Sources

1. Carré Trust AG, Company
2. Carré Trust AG, Team
3. Carré Trust AG, Services
4. Carré Trust AG, Offices
5. Carré Trust AG, Legal
6. FINMA, List of licensed portfolio managers and trustees

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.