Andrea Baroni

Wealth Advisor  |  Capital Trustees AG

Switzerland, Europe, LatAm, Middle East


Family Office

Trusts & Trusteeship

Trusts: Planning

Office Location


Short Biography

Andrea is responsible for the company's global strategies for multinational groups, private estates of prominent international UHNW families and non-profit organizations. In over thirty years of experience in banking and wealth planning in Switzerland and the UK, he has covered primary positions in the senior management of bank-owned trustee companies and on the boards of international groups. Specialized in International Tax and Trust Law at King's College London (LL.M.), Andrea is TEP and a member of the International Fiscal Association (IFA), as well as a Chartered Accountant in Switzerland.

What is your favorite restaurant to take a client or colleague to?

Il Baretto in Milan

What is the best piece of advice you have ever received?

Do one thing at a time

What was your first job?

Financial analyst at Salomon Brothers

What is the book you recommend to everyone?

The House of the Spirits by Isabel Allende

What changes do you expect to see in your practice over the next year?

AI integration will further accelerate our daily professional activities.