AW✚SWITZERLAND

A DIRECTORY OF SWISS WEALTH MANAGEMENT AND PRIVATE BANKING SERVICES

FOR US, CANADIAN, AND LATIN AMERICAN 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

Connect with 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

Swiss SEC-registered investment advisors for American clients

Swiss wealth managers for Canadian clients

Gestores patrimoniales suizos para clientes latinoamericanos • Swiss wealth managers for Latin American clients

• Foreign nationals becoming US persons • Swiss & US custodians • US tax advisors • Trusts, Trustees • Lawyers • Wealth structuring • Private placement life insurance •

• Self-directed individual retirement accounts • Swiss company formation • Real estate • Citizenship & residence planning • Single family office advisors •

• Crossborder payments & FX risk management • Precious metals • Art as an asset • Medical services and insurance solutions • Theme investing - ESG - Longevity •

• Alternative assets • Cryptocurrencies • Digital assets • Fintech • Cybersecurity • Wealth management education •

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

Services

Servicios

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SPOTLIGHT

NEW ON AW✚SWITZERLAND

SIP Medical Family Office

Kevin Bürchler - Managing Director

Marie Modini - Head of Key Accounts

MEET KEVIN and MARIE

NUEVO EN AW✚SWITZERLAND - LATINOAMERICANOS

LFG Investment Consulting SA

Lugano y Zúrich

CONOCE A WALTER BILAND, DIRECTOR EJECUTIVO