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

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
Plan for the future
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  •

•  Art as an asset  •  Theme investing  - ESG - Longevity  •  Cryptocurrencies  •  Digital assets  •  Fintech  •  Cybersecurity  •  Wealth management education •

•  Canada-based advisors  •  US-based advisors  •  Israel-based advisors  •  US-based broker/dealer  •

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SPOTLIGHT

AMELIORA WEALTH MANAGEMENT

Laetitia Mantel is new CEO

"I have more than 10 years of experience in the international financial services industry. I have worked for SEC-registered Investment Advisors and Broker Dealers such as UBS Swiss Financial Advisers, Credit Suisse Private Advisors, and Vontobel Swiss Wealth Advisers in Zürich. Before joining Ameliora, I was employed by a US law firm located in Zurich where I served as an External Compliance Consultant and an outsourced Chief Compliance Officer for several SEC-registered Investment Advisors throughout Switzerland. I speak French, English, German and Italian."

WHVP 

Understanding the S&P 500 as a Benchmark for an Offshore Portfolio

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AW✚SWITZERLAND is winner of the WealthBriefing Swiss Awards 2021 for the BEST MARKETING CAMPAIGN
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