AW✚SWITZERLAND

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

americanswelcome.swiss • americanswelcome-expats.swiss • #awswitzerland

CONTACT

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

Swiss SEC-registered investment advisors for American clients

Swiss wealth managers for Canadian clients

• 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 •

Services

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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?"

LOBNEK NEWSLETTER AUGUST 2022

LOBNEK WEALTH MANAGEMENT