Andrew McCallum

Senior Partner

Switzerland

Contact

Tel: +41 (0)22 901 00 12 / +41 (0)44 227 67 00 Download vCard >

Overview

Andrew is Senior Partner of the Swiss firm, leading both the Zurich and Geneva offices and having responsibility for the oversight of the Swiss firm’s trust, corporate administration, accounting and audit services.

 

Andrew is a bilingual private client and corporate services partner with 25 years Swiss and international experience at board, trustee and audit committee level on trusts, foundations, companies, family offices and not-for-profit entities. He specialises in both private client and corporate services, including estate planning and the establishment and ongoing administration of complex international trust and foundation structures, private trust companies and purpose trusts. In addition to being trustee on family trusts, Andrew undertakes the accounting and auditing of trusts and underlying entities for other trustees and family offices.

 

Andrew is a Chartered Accountant (Institute of Chartered Accountants of Scotland), an authorised “expert-auditor” in Switzerland, a qualified Trust and Estate Practitioner (TEP) and holds an MBA.

 

Andrew sits on several industry leading boards and committees at the Society of Trust and Estate Practitioners (STEP), the Swiss Association of Trust Companies (SATC) and the International Federation of Red Cross and Red Crescent Societies (IFRC). He is currently Chair of the Swiss and Liechtenstein STEP Federation (2018-present), is Treasurer and Committee member of both STEP Geneva (2010-present) and the Swiss Association of Trust Companies (2018-present), is a member of the STEP Worldwide Governance Committee (2021-present) and is the Vice Chair of the Audit and Risk Commission of the International Federation of Red Cross and Red Crescent Societies (2009-present). Previously, he was member of STEP Worldwide Professional Standards Committee (2013-2020). Andrew is fluent in English and French, and is a dual British-Swiss national.

 

He is a regular speaker at conferences and training courses and publisher of articles, and he has been called upon to provide expert evidence to Court in the area of private client financial statements and business analysis.

 


Expertise

Trusts & FoundationsCharitiesCompanies & PartnershipsEstate planningBusiness outsourcing servicesAudit and assurance services