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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
Single family office advisors Real estate Citizenship & residence planning Swiss lump sum taxation & Swiss residency Immigration planning Relocation & moving services Concierge services Luxury Lifestyle Medical services and insurance solutions Fintech Cybersecurity Wealth management education Canada-based advisors with a Swiss network US-based advisors with a Swiss network
Specialized Investments
BFI INFINITY
Pivoting to Agility: An Investment Process for a Dynamic World
"A lot has changed in our economic, geopolitical and financial environment over the last decade. Extreme political shifts and conflicts, de-globalization, central bank interventionism, escalating public and private debt, and almost incessant global crises of one kind or another have radically changed the rules of investing, especially in the last few years. Purely macroeconomic-focused or long-term oriented investment approaches simply do not work as well as they used to and much more dynamic, hands-on and responsive strategies are called for."
Dirk Steinhoff, CIO - BFI Infinity is a member of the BFI Capital Group
WHVP
Offshore Banking vs. Domestic Banking: Key Differences and Benefits
Jamie Vrijhof-Droese, Managing Partner, in WealthManagement.com
BFI CONSULTING
Maneuvering Wealth Through Complex Times: Modern Asset Reporting Has Never Been More Essential
"Finding one’s way through the current financial landscape feels a lot like trying to climb the Matterhorn without a knowledgeable Swiss guide. For wealthy families, the stakes are even higher as complex portfolios not only span different investments (stocks, real estate, crypto, gold), but also different jurisdictions. As reported in our last post, today’s markets demand agility, clarity, and control, which is where BFI Consulting is stepping in with their modern asset reporting system."
Oskar Kaelin, Head of Family Office Services - BFI Consulting is a member of the BFI Capital Group
VONTOBEL SWISS FINANCIAL ADVISERS
The new Vontobel Swiss Financial Advisers' website
Billy Obregon, CEO
