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

WEALTHBRIEFING SWISS EAM AWARDS FOR EXCELLENCE 2024

Alpen Partners | Alpen Partners International received the award:

Best Serving North American Clients

Pierre Gabris, Founder & Managing Partner
ALPEN PARTNERS
WEALTHBRIEFING SWISS EAM AWARDS FOR EXCELLENCE 2024

The Forum Finance Group received four awards:

Best serving LATAM clients | Best Wealth Planning Team | Best Chief Investment Officer | Best Next Generation Program

Jean-Francoise Andrade, Managing Partner (LATAM)
Egon Vorfeld, Managing Partner (US)
THE FORUM FINANCE GROUP
WEALTHBRIEFING SWISS EAM AWARDS FOR EXCELLENCE 2024

Portas Capital received the award:

Best Based in Zurich

Diego Gutierrez, Partner & CEO
PORTAS CAPITAL
REYL OVERSEAS

Strategy Outlook March 2024

"Key takeaways 🎯
👉 Party on.
👉 Politicians can’t keep their fingers out of the cookie jar."
Roger Groebli, CEO
REYL OVERSEAS
THE FORUM FINANCE GROUP

Monthly Newsletter February 2024

"The correction in the rate cut expectations of the major central banks in the developed world is now more in line with the message they have been distilling for the past year. This rebalancing should underpin the credibility of central banks in their determination not to act too hastily at the risk of seeing inflation rise again. "
Egon Vorfeld, Managing Partner
THE FORUM FINANCE GROUP
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AW✚SWITZERLAND RECEIVED THE WEALTHBRIEFING SWISS AWARDS  
2021 FOR THE BEST MARKETING CAMPAIGN   ·   2023 FOR THE BEST USE OF SOCIAL MEDIA
AS SEEN IN