Expense management
Expedite your expenses
Track every transaction with cards, spend controls, and approvals. Then sync expenses with your accounting software. Help your team do more, while you trim down your admin.
Expense management
Expedite your expenses
Track every transaction with cards, spend controls, and approvals. Then sync expenses with your accounting software. Help your team do more, while you trim down your admin.
Put team cards on the table
Whether it’s stipends, travel, suppliers, or subscriptions — give the right people the power to make all spend happen smoothly and safely, without red tape.
Issue virtual and physical debit cards across your team, wherever they are, with custom spending limits and rules.
Stick to policy, proactively
Control spend before it happens. Easily manage it afterwards. Expenses will reach the right eyes, and save you time. Even better, sync Revolut Business with your HR platform to automatically stay up to date as your team evolves.
xpense approvals and HR integrations (other than Google Workspace) are available on Grow, Scale, and Enterprise plans.
No need to run after receipts
Get expenses swiftly, without the legwork, thanks to automatic reminders and card-freezing features. Employees can simply snap a picture of a receipt or forward an email, and we’ll automatically match it to the transaction.
Managing out-of-pocket spend? Repay it fast with integrated reimbursement requests.
Expenses is available on all plans at an extra cost.
Keep your records straight
Link your accounting software to automatically sync expenses. We’ll pull categories, labels, and tax rates, then push reports back to your software, including the receipts. That’s smooth-sailing reconciliation without the tedious month-end admin.
Your questions, answered
Need a little more help?
Is wealth management the same as asset management?
Wealth management and asset management are often used interchangeably, but they address different needs. Asset management focuses primarily on investment performance — growing and managing a portfolio of stocks, bonds, and other instruments. Wealth management takes a broader view, encompassing not only investments but also estate planning, tax optimisation, succession, philanthropy, and family governance.
At SwissUnionTrust, we integrate both. We manage your assets with rigorous investment discipline while ensuring every decision aligns with your broader life goals, family legacy, and long-term vision. Your relationship with us is holistic, not transactional.
Learn more about our Wealth Management approach.
Why is wealth structuring important?
ealth structuring provides the legal and tax framework that protects your assets for future generations. Without proper structuring, families can face unnecessary tax burdens, succession disputes, and exposure to creditors or political instability.
Structuring through trusts, foundations, holding companies, or tailored investment vehicles ensures your wealth passes according to your wishes, with maximum tax efficiency and minimum complication. It transforms wealth from a collection of assets into a coherent, protected legacy.
Speak with our Trust & Estate Planning team.
How do I open an account with SwissUnionTrust?
Opening an account begins with a conversation. We believe in understanding our clients before we serve them. Please contact our Client Onboarding team or your referring relationship manager to schedule an introductory meeting.
Following this, we guide you through a secure, confidential onboarding process. You will be assigned a dedicated relationship manager who will oversee every step, from documentation to account activation. The process is thorough by design — reflecting our commitment to compliance and your security.
Begin your journey.
What is the minimum asset requirement?
SwissUnionTrust serves clients with substantial assets, typically commencing relationships at CHF 1 million or equivalent in other currencies. However, we evaluate each prospective client individually, considering the nature of your wealth, your future plans, and the complexity of your needs.
For certain services — such as trust administration, foundation structuring, or philanthropic advisory — we may accommodate specific circumstances outside this guideline. Please discuss your situation with our team.
Contact our onboarding specialists.
How does SwissUnionTrust protect my assets and data?
Your security is our foremost responsibility. SwissUnionTrust employs multi-layered defences:
All assets are held in compliance with Swiss banking segregation requirements
Digital platforms feature end-to-end encryption and multi-factor authentication
Our Swiss legal structure provides the stability and neutrality Switzerland is known for
Strict data protection policies align with Swiss Federal Act on Data Protection (FADP)
Dedicated fraud and security teams monitor activity 24/7/365
Beyond technology, we protect you through people — experienced relationship managers and risk specialists who know you and your family personally.
Learn more about SwissUnionTrust Secure.
How do I access my accounts online?
SwissUnionTrust Direct is our secure digital platform, available via web and mobile applications. Through it, you can:
View consolidated portfolio positions and performance
Access statements and tax reports
Initiate payments and transfers
Communicate securely with your relationship team
Review pending transactions and approvals
Your relationship manager will provide full onboarding to the platform and remains your primary point of contact for any questions.
Can SwissUnionTrust help with cross-border wealth planning?
Yes. Cross-border complexity is our expertise. Whether you are an expatriate executive, a family with assets in multiple jurisdictions, or a business owner planning international expansion, we structure your wealth to navigate tax treaties, inheritance laws, and regulatory requirements seamlessly.
Our team includes specialists in Swiss, UK, US, Asian, and Middle Eastern wealth structures, ensuring you receive advice that reflects the reality of your global life.
Explore Cross-Border Services.