First Advisory  is a leading independent financial service provider with offices in Geneva, Zurich, Vaduz, Hong Kong and Singapore. In its area of activity, which covers the entire area of investment advice and asset protection, First Advisory offers its clients a broad, future-oriented range of services under one roof.

Through the proper combination of services, geared towards customers’ needs and situations in life, First Advisory creates tailor-made solutions. It thereby ensures comprehensive and sustainable asset and succession planning, the smooth transfer of assets and continuous monitoring (controlling & reporting).

First Advisory sees its mandate in the sustainability of the implemented solutions and the optimal support and accompaniment of its clients. Working towards this are over 240 experienced employees worldwide. With its sound specialist knowledge and in collaboration with our highly specialised partners, First Advisory ensures independent and target-oriented advice under one roof.

First Advisory

Iwan J. Ackermann

Thomas Hanselmann

Andreas Brotzer

This department manages and oversees trust-related functions and services.

Trust Services

This department focuses on providing support and guidance to clients, ensuring their needs are met and fostering strong relationships.

Client Services

This department focuses on identifying growth opportunities, building partnerships, and managing strategic projects to drive the company's success.

Business Development

This department oversees the strategic direction and governance of the organization.

Executive Leadership

This department manages employee recruitment, development, and retention.

Human Resources

This department manages tax-related matters, providing guidance and ensuring compliance with tax laws and regulations.

First Advisory

Org chart

Teams

Trust Services

Client Services

Business Development

Executive Leadership

Human Resources

Tax Department

Offices