What KENDRIS does

KENDRIS is a Swiss-headquartered international advisory and fiduciary services firm serving private clients (HNW individuals and families, including single-family offices), corporate clients (owner-managed businesses through group companies), and institutional clients (banks, insurance, asset managers, funds). The firm traces its lineage to 1910 (originally Fides Treuhand Vereinigung) and was re-established as an independent management-owned entity in 2005 following a buyout from KPMG, deliberately positioning itself outside asset management to remain conflict-free with respect to banks and private equity.

The firm's core offerings span international trust and foundation administration (including US trusts, DIFC foundations, and private trust companies), corporate services across Switzerland, Cyprus, UK, Liechtenstein, Singapore, IBCs and DIFC prescribed companies, business advisory and outsourcing (finance and accounting, payroll, Swiss tax, global mobility, startup solutions), tax and legal advice, family office establishment and outsourcing, succession and M&A transaction support (in partnership with saner consulting), CRS/FATCA compliance, philanthropy, art management, and aviation/yachting services. Underpinning these is a proprietary digital stack: the eInvestmentReporting platform, which consolidates positions across multiple banks and non-bankable asset classes (private equity, real estate, art, collectibles) via direct bank API integration; an automated securities accounting module supporting Swiss OR, IFRS, and US GAAP; and the eKENDRIS client portal. The firm operates through approximately 205 specialists across 19 nationalities and maintains offices in Switzerland (Zug, Zurich, Aarau, Geneva), Cyprus, the UK, Luxembourg, Dubai DIFC, Singapore, and the USA (Sioux Falls, Miami, New York City).

KENDRIS earns revenue predominantly through professional services fees for ongoing fiduciary mandates and project-based advisory engagements, complemented by subscription-style recurring work in investment reporting, securities accounting, and CRS/FATCA compliance reporting. Distribution is via direct enterprise advisory relationships with dedicated relationship managers; client acquisition relies on content marketing, LinkedIn, Instagram, email newsletters, and participation in industry events. The firm is supervised by VQF under the Swiss Anti-Money Laundering Act (oversight by FINMA), holds the KENDRIS trademark, and in 2026 implemented a new holding structure with KENDRIS International AG and KENDRIS Schweiz AG. Pricing is not publicly disclosed and is scoped per engagement.

Name

KENDRIS

Legal name

KENDRIS

Website

https://kendris.com

Company type

Private

Founded year

1910

Operating status

Operating

Headcount range

101–250 employees

Short description

KENDRIS is a management-owned Swiss international advisory and fiduciary firm serving high-net-worth individuals, families and family offices, corporate clients, and institutional investors across nine countries with trusts, corporate, tax, legal, family office, and investment reporting services.

Ownership category

akta.pro rank

Product category

Fiduciary and Wealth Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

akta.pro secondary industries

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN), Private Banking & UHNW Wealth Advisory (FSAEABAC), Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Fiduciary services
• Trust administration
• Wealth structuring advisory
• Family office services
• Corporate services

Headquarters

HQ city

Zürich

HQ country

Switzerland

HQ region

Europe

Offices12 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Fiduciary and Advisory Services: Comprehensive advisory and fiduciary services including trusts, foundations, corporate services, business advisory, tax consulting, legal advice, family office services, and art management. Revenue generated through professional service fees for ongoing fiduciary mandates and project-based advisory engagements.
2. Corporate Services: Formation and administration of companies across multiple jurisdictions including Switzerland, Cyprus, UK, Liechtenstein, Singapore, International Business Companies, and DIFC Prescribed Companies.
3. Business Succession and M&A Services: Support for business succession planning, company acquisition, and sale transactions for SMEs, delivered in partnership with saner consulting.
4. Investment Reporting and Compliance Services: Securities accounting, investment reporting, and CRS/FATCA compliance reporting services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

KENDRIS provides international advisory and fiduciary services spanning trust and foundation administration, corporate services across multiple jurisdictions, business advisory and outsourcing (finance, accounting, payroll, Swiss tax), legal and tax advice, family office services, art management, philanthropy advisory, and CRS/FATCA compliance. Its core digital offering is the eInvestmentReporting platform, a consolidated investment reporting and automated securities accounting solution with direct bank API connections. The firm deliberately excludes asset management and operates on a fee-for-service model for private, corporate, and institutional clients.

Product overview

KENDRIS is an international advisory and fiduciary services firm offering a comprehensive portfolio of wealth structuring, trust administration, corporate services, tax advisory, legal advice, and family office solutions. The company's core digital offering is the eInvestmentReporting platform, a consolidated investment reporting and automated securities accounting solution with direct bank API connections. Services span multiple service categories including trusts and fiduciary services, corporate services, business advisory and outsourcing, CRS/FATCA compliance, business succession and sale, tax advice, legal advice, family office services, art management, aviation/yachting services, fund solutions, and philanthropy services. The portfolio operates as a modular service offering with digital platforms including eInvestmentReporting and the eKENDRIS client portal. KENDRIS Capital Limited handles alternative investment fund solutions for institutional clients. The company maintains offices in Switzerland (Zug, Zurich, Aarau, Geneva), Cyprus (Larnaca), UK (London), Luxembourg, DIFC/Dubai, Singapore, and the USA (Sioux Falls, Miami, New York City).

Differentiator

Problem solved

Functional benefit

Brands

• eInvestmentReporting: Digital platform for consolidated investment reporting and portfolio overview
• eKENDRIS Portal

Products and services

• Trusts, Foundations and Fiduciary Services Comprehensive fiduciary services including international trusts, US trusts, private trust companies, DIFC foundations, board mandates, protectorship functions, and committee services for private clients, family offices, and institutions.
• Corporate Services Company formation and administration services across multiple jurisdictions including Switzerland, Cyprus, UK, Liechtenstein, Singapore, International Business Companies, and DIFC Prescribed Companies.
• Business Advisory and Outsourcing Outsourcing services for finance and accounting, payroll processing, Swiss taxation, business advisory, global mobility, and startup solutions for owner-managed businesses, startups, SMEs, and group companies.
• Fund Solutions Alternative investment fund solutions offered through KENDRIS Capital Limited for institutional clients including investment funds for private clients and alternative investment funds.
• Legal Advice Legal services including inheritance and estate planning, corporate law, and commercial agreements.
• Tax Advice Tax consulting and planning services including redomiciliation of companies, relocation of individuals, VAT advisory, and Swiss fiscal representation.
• Family Office Services Family office advisory, outsourcing, and establishment services for high-net-worth families and family offices.
• Art Management Comprehensive art collection management including collection management, logistics and insurance, contracts and transactions, and art advisory and valuation services for collectors and family offices.
• Aviation and Yachting Services Specialized advisory services for aviation solutions and yachting solutions for private clients.
• Philanthropy Services International philanthropy advisory and Swiss charitable foundation establishment and management services.
• eInvestmentReporting Consolidated investment reporting platform providing real-time portfolio dashboards, multi-asset class visibility, independent security valuation, and drill-down analytics for family offices, trusts, and fiduciary clients. Features integration of bank and non-bankable assets including private equity, real estate, art, and collectibles.
• Automated Securities Accounting Digital automated securities accounting solution with direct bank API connections, supporting multiple accounting standards (Swiss Code of Obligations, IFRS, US GAAP) and valuation methods (Lower of cost or market, fair value, average cost, FIFO), with consolidation capabilities.
• CRS and FATCA Services Advisory and reporting services for Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) compliance, including due diligence, classification, and annual reporting.
• Business Succession and Sale M&A advisory and transaction support services including sale of business, company acquisition, succession planning for SMEs, and transaction coordination, offered in partnership with saner consulting.
• Swiss Fiscal Representation Swiss fiscal representation services including VAT fiscal representation for foreign entities with Swiss tax obligations.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• saner consultingcoreStrategic or Co-development PartnerIndependent M&A consulting firm specializing in SME business sales and external succession solutions. Works in close strategic collaboration with KENDRIS to provide holistic and structured support for entrepreneurs in sale or succession processes. Part of the con|cess M&A network.
• con|cess M&A NetworkcoreStrategic or Co-development PartnerLeading network of specialized M&A advisors in the DACH region with direct access to qualified investors, strategic buyers, and succession candidates domestically and internationally, particularly in the SME segment.

Scale indicators5 records

Recent moves17 records

Expansion highlights5 records

Direct peers

• TMF Group: Global provider of compliance, accounting, tax, HR, payroll, and corporate secretarial services across 80+ jurisdictions, making it the closest large-scale peer to KENDRIS in cross-border fiduciary and corporate administration.
• Intertrust (now part of CSC): Long-standing competitor in international trust, corporate, and fund administration services, serving UHNW families, corporates, and funds across multiple financial centers — directly overlapping KENDRIS' private and institutional client segments.
• Vistra: Global provider of trust, fiduciary, corporate, and fund administration services with strong presence in Switzerland, the Netherlands, and Asian hubs — competing with KENDRIS for cross-border HNW and corporate mandates.
• JTC Group: Jersey-headquartered specialist in private client, corporate, and fund services, with a Geneva office and dedicated STEP-qualified practitioners offering international structuring and trust administration comparable to KENDRIS' offering.
• Trident Trust: Independent, owner-managed corporate, trust, and fund services firm operating in major financial centers; closely comparable to KENDRIS in independence-first positioning, HNW focus, and multi-jurisdiction service model.
• IQ-EQ: Global investor services group providing fund, corporate, private client, and fiduciary administration; competes with KENDRIS for HNW, family office, and institutional mandates across Switzerland, Luxembourg, and beyond.
• Maples Group: International legal and fiduciary services firm with significant trust, corporate, and fund administration capabilities; competes with KENDRIS particularly for international structuring of UHNW assets and funds.
• Hawksford: Provider of corporate, private client, and fund services with European offices and a strong HNW/family office focus; offers comparable multi-jurisdiction trust and corporate administration services to KENDRIS.

Regional players

• Saner Consulting: Swiss M&A advisory firm specializing in SME business succession, closely partnered with KENDRIS under the con|cess M&A network and serving overlapping Swiss mid-market entrepreneur clients with comparable fiduciary-relevant mandates.

Broad incumbents

• BDO Switzerland: Major accounting and advisory firm in Switzerland providing tax, accounting, and corporate services to SMEs and HNW clients — a broader incumbent that overlaps with KENDRIS in Switzerland-focused fiduciary and outsourcing mandates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/kendris-ltd
• Instagraminstagram.com/kendrisgroup
• Xx.com/Kendris_AG

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KENDRIS