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
FOR EXPATS and those to come CONTACT 

ESTABLISH A SECOND HOME FOR YOUR ASSETS IN SWITZERLAND

Broaden your investment horizon

Mitigate home-bias risk with a globally diversified portfolio

Seize opportunities in Switzerland and beyond

Engage a Swiss wealth manager with an international outlook, expertise, and experience

Hold your assets in a solid Swiss private bank

Build a network of top-tier Swiss-based wealth management professionals

Enjoy the personalized, high-quality service that Switzerland is famed for

Benefit from Switzerland's long-term political and economic stability, resilience, and discretion

Plan for the future • Enhance your lifestyle • Have peace of mind
Swiss SEC-registered investment advisors for American clients
Swiss wealth managers for Canadian clients
Swiss wealth managers for Latin American clients  •  Gestores patrimoniales suizos para clientes latinoamericanos 
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SPOTLIGHT

WHVP

SEC-registered as an Investment Advisor for US clients
WHVP Jess Roberson
REYL OVERSEAS

Strategic Outlook October 2024

"Key takeaways 🎯
👉 Bull markets climb a wall of worry.
👉 China have turned the monetary taps back on."
Roger Groebli, CEO
Strategic Outlook 2024 REYL OVERSEAS
REYL OVERSEAS
THE FORUM FINANCE GROUP

Monthly Newsletter October 2024

"Read our 2-page monthly newsletter covering what happened in the financial markets last month and some of our thoughts on the immediate future."
Egon Vorfeld, Managing Partner
Monthly Newsletter October 2024 THE FORUM FINANCE GROUP
GLOBAL CITIZEN LIFE
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YOUR ASSETS DESERVE THE WORLD'S MOST RESILIENT AND STABLE ENVIRONMENT
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COMPLEMENT A US-CENTRIC INVESTMENT PORTFOLIO WITH A WEALTH STRATEGY "MADE IN SWITZERLAND"
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SWISS WEALTH MANAGEMENT - THE NEW ENVIRONMENT FOR AMERICAN CLIENTS
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AW✚SWITZERLAND RECEIVED THE WEALTHBRIEFING SWISS AWARDS  

2021 for the best marketing campaign  ·   2023 for the best use of social media
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