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Fiduciary services and preservation of family wealth

Kestrel Trust, our sister established in 1983, specializes in managing bespoke trusts, estate planning for wealth creators and their families and understanding beneficiaries' needs and challenges.


Support for individuals and businesses

Kestrel Trust also offers a wide range of on-demand services to relieve you of some of your non-productive time allowing you to concentrate on your core business.

Management Dashboard

The Management Dashboard is an extraordinary tool developed to access and manage your universe of portfolios.

Our Management Dashboard allows you to sort your portfolios by currency, strategy, custodian or indeed any other criteria that you have available. It assists in the identifying of discrepancies and the realigning of allocations.

Other Services

Our latest News

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A brand new K for excellence

We are delighted and proud to announce that Kestrel Wealth Management has embarked on a new chapter in its history with the complete revamp of its branding, corporate materials and website. This evolution marks a significant step forward in our quest for excellence, reflecting our commitment to innovation and to the quality of service we offer our clients.

The redesign of our visual identity represents more than just an aesthetic change. It embodies our vision, our dynamism and our determination to mould our services to the evolving needs of our clients in an increasingly complex environment. The new identity is the result of much work and reflection and was conceived and carried out in collaboration with Inox Communication, expert branding and brand strategists. It is aligned with our desire to always anticipate the expectations of the market and of our clients and to offer our clients advanced, made to measure wealth management solutions.

We invite you to discover our new visual identity here:

FINMA portfolio manager licence

We are pleased to inform you that Kestrel Wealth Management S.A. has been accredited by FINMA as a portfolio manager. This significant achievement attests to the company's commitment to excellence, the quality of its organization, its rigorous procedures and its impeccable governance in the financial industry.