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
FOR EXPATS and those to come CONTACT 

ESTABLISH A SECOND HOME FOR YOUR ASSETS IN SWITZERLAND

Broaden your investment horizon

Mitigate home-bias risk with a globally diversified portfolio

Seize opportunities in Switzerland and beyond

Engage a Swiss wealth manager with an international outlook, expertise, and experience

Hold your assets in a solid Swiss private bank

Build a network of top-tier Swiss-based wealth management professionals

Enjoy the personalized, high-quality service that Switzerland is famed for

Benefit from Switzerland's long-term political and economic stability, resilience, and discretion

Plan for the future • Enhance your lifestyle • Have peace of mind
Swiss SEC-registered investment advisors for American clients
Swiss wealth managers for Canadian clients
Swiss wealth managers for Latin American clients  •  Gestores patrimoniales suizos para clientes latinoamericanos 
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SPOTLIGHT
THE FORUM FINANCE GROUP

Newsletter September 2024

Egon Vorfeld, Managing Partner
Newsletter September 2024 pdf THE FORUM FINANCE GROUP
THE FORUM FINANCE GROUP
LOBNEK WEALTH MANAGEMENT

Newsletter September 2024

Marc Moret, CEO
Newsletter September 2024 LOBNEK WEALTH MANAGEMENT
LOBNEK WEALTH MANAGEMENT
henley & partners

Global Citizenship Forum Miami 2024

19 September 2024, The Fontainebleau, Miami

Join us as we unpack the latest trends, regulations, and opportunities shaping this dynamic field. Engage with top-tier experts, legal scholars, governments and the industry pioneers as they share invaluable insights on investment migration strategies, compliance frameworks, and the evolving concept of global citizenship.

Book now to secure the super early-bird rate! 

GBP 899 /  USD 1, 170**based on current exchange rate
Book now! HENLEY & PARTNERS
HENLEY & PARTNERS
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YOUR ASSETS DESERVE THE WORLD'S MOST RESILIENT AND STABLE ENVIRONMENT
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COMPLEMENT A US-CENTRIC INVESTMENT PORTFOLIO WITH A WEALTH STRATEGY "MADE IN SWITZERLAND"
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SWISS WEALTH MANAGEMENT - THE NEW ENVIRONMENT FOR AMERICAN CLIENTS
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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
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