AW✚SWITZERLAND

A DIRECTORY OF SWISS WEALTH MANAGEMENT AND PRIVATE BANKING SERVICES FOR AMERICAN AND CANADIAN CITIZENS, RESIDENTS, AND EXPATS

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ESTABLISH A SECOND HOME FOR YOUR ASSETS IN SWITZERLAND

Broaden your investment horizon
Globally diversify your investment portfolio
Engage a Swiss wealth manager with an international outlook, expertise, and experience
Experience excellent, personal, Swiss quality service
Enjoy the long-term political and economic stability, resilience, and discretion of Switzerland
Have peace of mind

•  Foreign nationals becoming US persons  •  Swiss & US custodians  •  US tax advisors  •  Trusts, Trustees  •  Lawyers  •  Wealth structuring  •  Private placement life insurance  • 

•  Single family office advisors  •  Swiss company formation  •  Real estate   •  Citizenship &  residence planning  •  Crossborder payments & FX risk management  •  Precious metals  •

•  Theme investing  - ESG - Longevity  •  Cryptocurrencies  •  Digital assets  •  Fintech  •  Cybersecurity  •  US-based broker/dealer  •  US-based advisors  •  Israel-based advisors   •  

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SPOTLIGHT

LOBNEK WEALTH MANAGEMENT

Boom, Gloom, Doom...Repeat

"In our August newsletter, we look at the nature of cyclical events. We can forecast a lot of things, with the exception of the exact time that our predicted events will take place. So a recession seems to be coming. But when will it hit? Is there a possibility that we are mistaken? What can you do to protect your investments?" 

THE FORUM FINANCE GROUP
THE FORUM FINANCE GROUP

MONTHLY NEWSLETTER AUGUST 2022

THE FORUM FINANCE GROUP
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AW✚SWITZERLAND is winner of the WealthBriefing Swiss Awards 2021 for the BEST MARKETING CAMPAIGN
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