About us

Since our company was founded in 2013 our aim has been to provide customers with personal, individual and independent support. After intensive individual advice, we deploy our specialists in order to develop a solution that is perfectly tailored to your needs.

When doing so we provide you with reliable support and proactively offer innovative solutions. We consider ourselves not so much as an accounting, tax and investment service provider but rather as a long-term partner, providing you with competent and pragmatic support throughout all areas of life.

Cédric Schmid

Managing partner & founder

  • Trustee with federal specialist qualification
  • accredited auditor

languages:

deutsch                    

english

Cédric Schmid founded Unita Finanz & Treuhand AG in 2013 along with his father. His career as a trustee started in 1997 with a traineeship in a trustee’s office in Zug, after which he worked at various small, medium-sized and large trust companies and family offices with national and international operations.

“Within a globalised business environment, innovative and highly flexible solutions are a must also in our sector, which means that customers can focus on running their own businesses. My knowledge of foreign languages, professional experience and familiarity with a wide variety of cultures enable me to provide optimal assistance to my national and international customers on a daily basis.”

Mattia Lorandi

Trust Officer

  • EFZ commercial clerk

languages:

italienisch                    english

deutsch                    franzo%cc%88sisch

After completing his studies at the cantonal Commercial College in Bellinzona (Ticino), in March 2015 Mattia Lorandi decided to follow the accelerated Way-Up Plus commercial traineeship at Unita Finanz & Treuhand AG. Mattia Lorandi successfully completed this in June 2016. He now supports the Unita Team as an assistant trustee, in particular in the area of accounting and tax.

“My passion for numbers convinced me to start a career in the trust sector. A friendly environment and targeted cooperation with colleagues are what makes a business successful, which is precisely what I found at Unita Finanz & Treuhand AG.”

Ivana Cindric

Trust Officer

  • EFZ commercial clerk

languages:

deutsch                   

english

Ivana Cindric has decided, after a short break, to join the team of Unita Finance & Fiduciary Ltd. on October 15th, 2019. Her 10 years of experience in various areas of trust services will now also be available to our clients. We are pleased that we could win her for us and wish her a good start and much success in this new activity.

“After an internship in the fiduciary industry, I quickely realized that I want to start my career in the trust business. The many years of experience in the fiduciary sector, as well as mutual trust, is a good basis for a successful cooperation.”

Lars Müller

Trainee in Business Management

  • Specialisation in trust management

languages:

deutsch                 english

Lars Müller has been with Unita Finanz & Treuhand AG since July 2019. He is completing his 3rd apprenticeship year. He completed the first two years of his apprenticeship in another trust office.

“The trustee is in great demand these days, as this profession has developed versatilely and in a diversified manner. I learn a lot that will help me in the future. It enables me to pass on many tips and advice to friends and comrades”.

Jürg Schmid

Founder & Consultant

  • MAS Banking

languages:

deutsch                    franzo%cc%88sisch                    

english                    italienisch                    spanisch

With his 30+ years of experience in banking and investment at various international private banks as customer advisor and general manager, Jürg Schmid assits us with his advice. His major experience in the area of investment, banking and corporate leadership are a key element of our professional and individual customer support.

“I place great value on quality and know that, whilst it may cost a little more over the short term, this pays dividends for customers in the long run. – This is the core message I make sure my son and the team keep focused on.”