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

Plan for the future

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 •

• 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 •

Services

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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."

AMELIORA WEALTH MANAGEMENT