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    Masttro

    The New Standard In Wealth Technology

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    Helping Families

    Navigate The Complexities of Wealth

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    Instant Access

    To Your Net Worth, When and Where You Want It

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    Peace of Mind

    Knowing That You’re in Control

About masttro

Created by wealth owners for wealth owners

Masttro is a Swiss financial technology company that provides state-of-the-art wealth information solutions for families with substantial net worth and family offices around the world. The company was founded in 2010 by wealth owners with more than 25 years of experience managing diversified, multi-generational wealth using innovative proprietary technologies. Our mission is to create the new standard in wealth platforms: the full transparency that families require to manage and control their wealth over generations, and the peace of mind that comes from knowing that their most important information is protected by the highest levels of security and confidentiality.

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Why Masttro?

Masttro is the only tool you need to control and protect
your family wealth and legacy

  • Masttro_WebsiteIcon_EX_002b-01 Unparalleled
    Transparency
    Masttro_WebsiteIcon_EX_002b-01
    Unparalleled Transparency

    The only platform that gives you complete transparency over every financial and non financial asset – your entire net worth in real time. Sophisticated tracking of real estate, art and other collectibles, vehicles, alternative investments and intellectual property.

  • Masttro_WebsiteIcon_EX_002a-01 Intelligent
    Reporting
    Masttro_WebsiteIcon_EX_002a-01
    Intelligent Reporting

    Patented technology automatically consolidates and reconciles accounts, transactions and cash daily; institutional-quality reporting and analysis of risks, performance, managers, fees. Automated alerts to help manage decision-making.

  • Masttro_WebsiteIcon_EX_002c-01 Cross-Generational
    Communication
    Masttro_WebsiteIcon_EX_002c-01
    Cross-Generational Communication

    Easily adapts to any family and investment structure. Organizes important estate, foundation and other legacy planning details. Strengthens family communication around wealth transfer and preservation.

  • Masttro_WebsiteIcon_EX_002f-01 Groundbreaking
    User Experience
    Masttro_WebsiteIcon_EX_002f-01
    Groundbreaking User Experience

    Highly visual, intuitive design. Simple to use without training. Easily personalized to meet the needs of every family member, advisor and staff.

  • Masttro_WebsiteIcon_EX_002e-01 Unsurpassed
    Security and
    Privacy
    Masttro_WebsiteIcon_EX_002e-01
    Unsurpassed Security and Privacy

    Military-grade security protocols and encryption; client data is stored in dedicated, highly secure servers in Switzerland rather than in “the cloud.” Clients control all access to their data, ensuring total confidentiality.

  • Masttro_WebsiteIcon_EX_002d-01 Peace of Mind
    Masttro_WebsiteIcon_EX_002d-01
    Peace of Mind

    Monitor your wealth, share important information with those you trust, protect your legacy and prepare your family for the future. Peace of mind comes from knowing you control your wealth.

  • Unparalleled Transparency

    The only platform that gives you complete transparency over every financial and non financial asset – your entire net worth in real time. Sophisticated tracking of real estate, art and other collectibles, vehicles, alternative investments and intellectual property.

  • Intelligent Reporting

    Patented technology automatically consolidates and reconciles accounts, transactions and cash daily; institutional-quality reporting and analysis of risks, performance, managers, fees. Automated alerts to help manage decision-making.

  • Cross-Generational Communication

    Easily adapts to any family and investment structure. Organizes important estate, foundation and other legacy planning details. Strengthens family communication around wealth transfer and preservation.

  • Groundbreaking User Experience

    Highly visual, intuitive design. Simple to use without training. Easily personalized to meet the needs of every family member, advisor and staff.

  • Unsurpassed Security and Privacy

    Military-grade security protocols and encryption; client data is stored in dedicated, highly secure servers in Switzerland rather than in “the cloud.” Clients control all access to their data, ensuring total confidentiality.

  • Peace of Mind

    Monitor your wealth, share important information with those you trust, protect your legacy and prepare your family for the future. Peace of mind comes from knowing you control your wealth.

Our Team

Masttro is led by a team that combines decades of experience in family office management, digital innovation and global investment and private banking.

  • Luis Ugedo

    Managing Director – Switzerland

    Luis Ugedo is responsible for Masttro’s business in Europe and the Middle East, and manages the company’s headquarters in Zurich. He is a career international private banker, who has managed relationships and served as an advisor to some of the wealthiest families in the Americas.

    Prior to joining Masttro, Luis was a senior officer in Credit Suisse’s Private Banking Division, Americas Region based in Zurich, focused on serving the international banking needs of ultra high net worth clients. One of the youngest individuals to be promoted to Director within the private bank, Luis was recognized by his colleagues and among competitors for his deep understanding of the offshore marketplace and ability to meet the needs of sophisticated and demanding clients. A consistent top performer by profitability, Luis was entrusted with responsibility for some of the Bank’s most important wealth management relationships in the region.

    Born in Madrid, Luis is tri-lingual: Spanish, German and English. He received a double degree in Business Administration from the Universidad Pontificia Comillas – ICADE, Madrid, Spain, and the European School of Business in Reutlingen, Germany.

  • Diane Petan

    Managing Director – U.S.

    Diane Petan leads Masttro’s business in the United States and Canada, and is based in New York. She brings a successful track record of driving new business initiatives and creating innovative technology solutions for large global institutional and private banking clients. Before joining Masttro, she led digital innovation for Credit Suisse’s Private Bank in the Americas.

    Diane came to Credit Suisse from Goldman Sachs, where she played a number of important roles over two decades. She was the firm’s lead Emerging Markets and Sovereign Debt strategist for much of the 1990s, consistently named as a top analyst in client and industry surveys. She was tapped to join Goldman Sach’s first e-commerce team in 2001, an elite group of financial and technology specialists, known for its pioneering work developing online platforms to deliver sophisticated product capabilities to clients globally. She was later asked to spearhead the creation of next-generation mobile applications for the firm’s Foreign Exchange business.

    Earlier in her career, Diane was a principal at Stein Roe & Farnham, an asset management firm, and an international banker at the Northern Trust Company, in Chicago.

    She holds an MBA in Finance and Policy from the University of Chicago, and a BA in Mathematics and Economics from Denison University. She is married with two sons and is an active member in the New York art and music community.

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“No other wealth technology gives families this exceptional level of control, confidentiality and certainty.”

Masttro Client – 2016

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Contact Us

To learn more about the Masttro platform, please contact us at:
inquiries@masttro.com

Offices:

  • Masttro Switzerland AG Europaallee 41
    8004 Zurich
    Switzerland
    Tel: +41 44 214 6815
  • Masttro US, Inc 56 Crosby Street, Suite 4A
    New York, NY
    10012
    Tel: +1 917 755 0008

ONLINE PRIVACY STATEMENT

 

This Online Privacy Statement (“Privacy Statement”) applies to the Masttro website located at http://www.masttro.com/ operated by Masttro Holdings AG (“Masttro”) and any Masttro interface that links to this Privacy Statement (each, a “Site” and collectively, the “Sites”). This Privacy Statement addresses Masttro’s practices regarding information collected from visitors to the Site (sometimes referred to as “you” or “your”).

If you have any questions concerning this Privacy Statement, please email Masttro at support@Masttro.com.

1. Collection of Personal Information from Site Users. Like many websites, this Site actively collects information from its visitors both by asking for specific information and by permitting you to communicate directly with us via email or feedback forms. Some of the information that you submit to us may be personally identifiable information (“Personal Information”), such as your name, address, email address, phone number, and financial account number.

If you register to set up an account with us, you will be asked to provide Personal Information, including your name, postal address, email address, telephone number, and date of birth. On the registration screens, we indicate which information is required for registration and which information is optional. Once you register for an account, you and your team may voluntarily enter estate documents and information, including information about financial and non-financial assets, to use the services available through the Site. As part of the services available through the Site, you may authorize financial institutions to deliver data feeds to your account.

If you choose to sign up to allow family members, professional advisors, or other contacts (a “Designated Representative”) to access your account, you may be asked to enter Personal Information about such Designated Representative so that we may contact him or her to invite him or her to register as an authorized Designated Representative on your account. By sharing information about a Designated Representative with Masttro, you represent and warrant that you have all necessary legal right and authority to share such information with Masttro.

Masttro may also use Internet cookies and other technologies to gather, store, and track certain information related to your visit to and activity on the Site, such as your Internet Protocol (IP) address, browser type, operating system, Internet Service Provider (ISP), time stamps, transactions placed, and services used.

2. Use of Personal Information Collected. Personal Information collected by Masttro may be used by Masttro for limited purposes, including to establish and set up your account, to issue you an account number and secure password, to provide you with the specific services you select, to inform you of changes to this Privacy Statement, and for other purposes specified at the point of collection. We may also use the information that we collect from you to improve the Site and our services, to customize your experience on the Site, for our recordkeeping and legal purposes, and to improve the Site’s content, security, navigation, and usability. From time to time, Masttro may need to contact you regarding your account and the services that we provide to you. You agree that Masttro may use your Personal Information for such contact with you.

3. Disclosure of Personal Information to Third Parties. Except as specifically set forth herein, any Personal Information that you provide to Masttro through the Site will not be disclosed to third party entities not affiliated with Masttro. Your Personal Information and data, whether personally identifying or not, may be disclosed to:

• any family member, professional advisor, or other individual who you have designated as an Designated Representative of your account,
• affiliates of Masttro if required to provide a product or service you have requested, provided such affiliates agree to use and disclose such information according to this Privacy Statement,
• a vendor or service provider that we engage to help carry out certain functions on behalf of Masttro, provided such vendors or service providers agree to use and disclose such information only to provide such services and according to this Privacy Statement,
• a party with which Masttro enters or reasonably may enter into a corporate transaction, such as, for example, a merger, consolidation, acquisition, or asset purchase, provided such party contractually agrees to abide by the terms of this Privacy Statement, or
• a third party pursuant to a subpoena, court order, or other form of legal process, in response to a request by or on behalf of any local, state, federal, or other government agency, department, or body, whether or not pursuant to a subpoena, court order, or other form of legal process, or if determined by Masttro in its sole judgment that such disclosure or distribution is appropriate to protect the life, health, or property of Masttro or any other person or entity, provided that Masttro will give prompt notice to you upon learning of any such disclosure obligation and shall only disclose the minimum amount of information necessary.

4. Security Measures. Masttro employs technical, physical, and administrative security controls that comply with applicable laws. If you are a registered user of an account with Masttro, that account is a private, restricted-access, Internet-based service. We use encryption technology to protect transmission of account data to or from you via the Site and all account data is stored in encrypted form. Nevertheless, because this information is transmitted over a public network, there can be no guarantee that your account information will always remain secure. You are responsible for maintaining the confidentiality and security of your password, your electronic devices, and your encryption key. If you believe that an unauthorized person has accessed your information, please contact Masttro immediately.

5. Global Transfers. By registering for an account with us, you consent to the transfer of the personal information we collect through the Sites to other countries where we operate, which may not have the same data protection laws as the country in which you reside.

6. Access to and Ability to Correct Personal Information; Contacting Masttro. You may review, change, or correct your Personal Information at any time. You are responsible for maintaining the accuracy and completeness of your personal and other information. If you have any questions or concerns regarding this Privacy Statement, or your Personal Information, please contact Masttro at support@Masttro.com or at +44 214 6815.

7. Protecting Children’s Privacy Online. The Site is not directed to individuals under the age of thirteen (13), and we request that these individuals do not provide Personal Information through the Site. We do not knowingly collect information from children under 13 without parental consent.

8. Right to Change Privacy Statement. Masttro reserves the right at any time to modify, alter or update this Privacy Statement. Your use of the Site following any changes means that you agree to follow and be bound by the Privacy Statement as changed. Any change to this Privacy Statement shall be effective as to any visitor who has visited the Site before the change was made. It is the obligation of users visiting the Site before the change to learn of changes to the Privacy Statement since their last visit.

Dated: July 25, 2016
Copyright © 2016 Masttro Holding AG; All rights reserved.