About
Founded 1994
A fiduciary firm that stayed small on purpose.
Robert Ashby opened the office in 1994 with two clients and a typewriter. Daniel Kerr joined in 2004 to build the audit practice. Today 14 people work in the same building on Talgasse.
Fig. 1 - The old town, a few minutes from the office.
01
How we work
Fewer clients per person, longer relationships.
Each of us looks after a fixed group of clients. That makes us slower to grow and quicker to answer. Most questions are settled by the person who already knows your file.
We do not sell financial products and take no commissions. Our only income is the fee you agreed to in writing.
02
Principles
What you can hold us to
01
Written estimates
No work starts without a written scope and fee.
Always
02
One contact
A named person for your file, with a named deputy.
Always
03
Early warnings
We tell you about deadlines and changes before they cost money.
Every quarter
04
Plain answers
If we don’t know, we say so and find out.
Always
03
The firm
1994
founded
14
people
1’280
active mandates
0
commissions from product providers
04
Memberships
Supervised and insured.
Ashby & Kerr AG is a member of the Swiss fiduciary association and licensed as an audit firm by the federal audit oversight authority.
We hold professional indemnity insurance with a cover of CHF 5 million per case. Details are in the imprint.
Next step
The first meeting is free and takes 45 minutes.
Bring last year’s tax return or annual accounts. You will leave with a clear scope, a fee estimate and the next deadline that matters.