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

ESTABLISH A SECOND HOME FOR YOUR ASSETS IN SWITZERLAND

Broaden your investment horizon
Globally diversify your investment portfolio
Seize opportunities
Engage a Swiss wealth manager with an international outlook, expertise, and experience
Build a network of Swiss-based wealth management-related professionals
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
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• Foreign nationals becoming US persons • Swiss & US custodians • US tax advisors • Lawyers • Trusts, Trustees • Wealth structuring • Estate planning • Investment consulting  •

• Private placement life insurance • Family philanthropy • Family advisory • Family governance • Next Gen planning • Crossborder payments & FX risk management • 

• Swiss company formation • Single family office advisors • Real estate • Citizenship & residence planning • Swiss lump sum taxation & Swiss residency •

• Concierge services • Medical services and insurance solutions  • Fintech • Cybersecurity • Wealth management education •

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

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• Private placement life insurance • Self-directed individual retirement accounts • Real estate • Precious metals • Art as an asset • Theme investing - ESG - Longevity • 

• Alternative assets • Cryptocurrencies • Digital assets • 

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SPOTLIGHT

VONTOBEL SWISS FINANCIAL ADVISERS

Diversify your wealth internationally

Wealth Management for US Clients

Peter Romanzina, CEO
VONTOBEL SWISS FINANCIAL ADVISORS
NEW ON AW✚SWITZERLAND

Alpen Partners

Alpen Partners International (for US clients)

James Phillips, Partner

JAMES PHILLIPS
WHVP BLOG

How to open an Offshore Bank Account for your Retirement Funds

Jamie Vrijhof-Droese, Managing Partner
WHVP
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