AW✚SWITZERLAND
A DIRECTORY OF SWISS WEALTH MANAGEMENT, PRIVATE BANKING, AND OTHER SERVICES
FOR US, CANADIAN, AND LATIN AMERICAN CITIZENS, RESIDENTS, AND EXPATS
americanswelcome.swiss • #awswitzerland
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Specialized Investments
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ALPEN PARTNERS | ALPEN PARTNERS INTERNATIONAL
Citywire Switzerland's TOP 50 Independent Asset Managers 2025
Pierre Gabris, Founder & Managing Partner
March 3, 2025 - To be recognized among Citywire Switzerland’s TOP 50, independent asset managers must either hold or be in the process of obtaining the new FINMA portfolio manager license. Additionally, they must operate independently from banks or other financial services providers, offer discretionary wealth management services to private clients, and maintain an open architecture approach to investment management, allowing them to choose external products and service providers freely. Citywire Switzerland then ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein, including assets under administration, advice, and control.
THE FORUM FINANCE GROUP
Citywire Switzerland's TOP 50 Independent Asset Managers 2025
Egon Vorfeld, Managing Partner
March 3, 2025 - To be recognized among Citywire Switzerland’s TOP 50, independent asset managers must either hold or be in the process of obtaining the new FINMA portfolio manager license. Additionally, they must operate independently from banks or other financial services providers, offer discretionary wealth management services to private clients, and maintain an open architecture approach to investment management, allowing them to choose external products and service providers freely. Citywire Switzerland then ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein, including assets under administration, advice, and control.
LFA | LFG + ZEST | MEMBERS OF LFG HOLDING
Citywire Switzerland's TOP 50 Independent Asset Managers 2025
Paolo Panza, CEO, LFA
Walter Biland, Managing Director, LFG+ZEST
March 3, 2025 - To be recognized among Citywire Switzerland’s TOP 50, independent asset managers must either hold or be in the process of obtaining the new FINMA portfolio manager license. Additionally, they must operate independently from banks or other financial services providers, offer discretionary wealth management services to private clients, and maintain an open architecture approach to investment management, allowing them to choose external products and service providers freely. Citywire Switzerland then ranks the 50 firms with the largest assets under management in Switzerland and Liechtenstein, including assets under administration, advice, and control.
HENLEY & PARTNERS
Investment Migration Programs 2025
is an indispensable resource for all those interested in keeping up to date with developments in the field or considering residence or citizenship investment as an option for accessing new opportunities.
Jacopo Zamboni, Director, Client Advisor, Zurich Office
