Our aim is to clearly understand your needs, so we can deliver the best possible service.
To achieve this, our Relationship Managers travel several months a year visiting our clients. When away from the office, they remain in permanent contact with secure access to all our systems and information.
An important element of our organization is our system of quality control, implemented smoothly at key stages in our workflow processes, allowing us to maintain a complete, reliable and up-to-date database.
An ongoing internal training programme allows our employees to make the best use of our IT solutions, enabling us to respond to most requests within 24 hours.
Our systems and organisation are under permanent review in order to maintain efficiency and avoid unnecessary costs.
Our IT systems are at the heart of everything we do and allow us to rapidly deliver the most accurate and up-to-date information to our clients and to provide historic information going back many years.
All these cutting edge systems are there for your benefit, and some are specifically designed to be directly available to you enabling immediate and secure access to the information you need.
Our Portfolio Management System is our most recent development allowing our clients to access their portfolios online.
Prytaneion (our proprietary workflow engine) enables us to actively follow your requests electronically. Amongst the multitude of IT systems we have implemented are Agora; a Customer Relationship Management database and two email archivers allowing us to instantly consult over a decade of messages.
We are partner-led which means your Relationship Managers have the seniority, experience and acumen to advise on the challenges international families face.
Jean-Maurice is the CFO of Kestrel Trust and the main shareholder.
He started his career in 1995 with Credit Suisse, leaving in 1999 after having spent the final year as an Assistant in the Private Banking division.
He then completed his officer training in the Swiss army and subsequently spent some time working for an investment advisory firm in South Africa following which he joined Kestrel in 2001.
A Swiss certified Specialist for Finance and Accounting since 2008, Jean-Maurice is a member of the Society of Trust and Estate Practitioners (STEP).
Jean-Maurice is deeply involved with the management of Kestrel Trust and our ongoing IT projects. He travels extensively to look after our clients.
Jean-Maurice speaks French and English; besides he is an accomplished skier and keen runner.
Kestrel Trust has always been and remains independently owned and managed. This allows us to put our clients’ interests first, without conflicts.
We were established in Neuchâtel, Switzerland in 1983 and grew from an investment management business founded in London by Walton Imrie, a South African portfolio manager.
Over the years, Maurice Emery oversaw the development of Kestrel into a boutique provider of Trust and Company Management services with a reputation for quality, efficiency and practical support.
His son, Jean-Maurice Emery, joined the business in 2001 and was in charge of the accounting department for several years before taking over responsibility as CFO of Kestrel and the ongoing development of IT projects and systems which are central to our business and the expanded services we provide.
Our management team is multi-disciplinary and this range of Accounting, Legal and Financial skills enables us to provide solutions which take into account the varied needs of international families.
Many of the investors and entrepreneurs who were with Kestrel Trust at the beginning of our journey remain close to us. As their businesses have evolved and families have grown, Kestrel Trust has been a constant at their side, providing them with expert support to meet their and their families’ changing needs.
Kestrel Trust is an active member of the Swiss Association of Trust Companies (SATC). We are regulated in Switzerland by the Supervisory Body for Financial Intermediaries & Trustees (SO-FIT, ex OAR-G) with a subsidiary regulated by the Financial Services Commission of the British Virgin Islands (BVI FSC).