ABOUT AW✚SWITZERLAND

Founded in 2014, AW✚SWITZERLAND is an independent, Switzerland-based online directory connecting American, Canadian, and Latin American individuals, families, and professional advisors with Swiss wealth-management expertise, Swiss private banking, and related cross-border services.

The platform provides access to information about Swiss-based wealth managers, including investment advisors registered with the US Securities and Exchange Commission (SEC), private banking services, and other professionals experienced in serving international clients.

Through its specialized directories and educational resources, AW✚SWITZERLAND facilitates access to information about international wealth management, investment and jurisdictional diversification, and the opportunities and considerations associated with managing wealth in Switzerland.

Who We Are

AW✚SWITZERLAND was established to bridge the information gap between international clients seeking Swiss wealth-management services and Swiss-based professionals experienced in serving them.

Our focus is on making relevant expertise easier to identify, particularly for individuals and families whose financial interests, residency, citizenship, or professional relationships extend across international borders.

Operating from Switzerland as a division of VV Creative LLC, AW✚SWITZERLAND provides an independent information and directory platform. It is not an investment advisor, bank, custodian, or financial intermediary and does not provide personalized financial, investment, legal, or tax advice.

Who We Serve

AW✚SWITZERLAND serves American, Canadian, and Latin American citizens, residents, and expatriates seeking information about Swiss-based wealth management, Swiss private banking, and related professional services.

The platform is particularly relevant to:

• Americans residing in the United States who wish to explore Swiss-based wealth management and international diversification opportunities.

• American expatriates seeking continuity in their wealth-management relationships while residing outside the United States.

• Canadian and Latin American individuals and families interested in Swiss wealth-management services and international financial planning.

• Internationally mobile families and entrepreneurswhose financial interests extend across multiple countries.

• US-based and international professional advisers seeking information about Swiss wealth managers and potential cross-border professional relationships.

Our objective is to facilitate access to relevant information and professional expertise, irrespective of where eligible clients choose to reside.

Swiss SEC-Registered Investment Advisors

A central focus of AW✚SWITZERLAND is providing information about Swiss-based wealth managers registered with the US Securities and Exchange Commission (SEC) as investment advisors.

For American clients, identifying a Swiss wealth manager experienced in addressing US regulatory and reporting considerations is particularly important.

Certain Swiss-based investment advisers are registered with the SEC and provide investment advisory services to eligible US clients. Such relationships may allow clients to maintain Swiss-based investment management and custody arrangements while residing in the United States or abroad, subject to applicable regulations, the advisor's service offering, and custodian requirements.

AW✚SWITZERLAND maintains specialized directories of Swiss SEC-registered investment advisors, including a broader reference list compiled from publicly available SEC information.

SEC registration does not constitute approval or endorsement by the SEC. Clients should independently verify each firm's current regulatory status, review its disclosures, and assess whether its services are appropriate for their circumstances.

Swiss Wealth Management Beyond National Borders

Switzerland has a longstanding international reputation for private banking, cross-border wealth management, and serving clients with financial interests spanning multiple jurisdictions.

For internationally mobile individuals and families, Swiss-based wealth management and private banking may offer opportunities to diversify investment management and asset custody across jurisdictions, currencies, and financial institutions.

However, international wealth management requires careful consideration of applicable regulations, tax obligations, reporting requirements, and individual circumstances.

AW✚SWITZERLAND provides information about Swiss-based professionals experienced in addressing these complexities, helping visitors identify relevant expertise for further independent evaluation.

Our Information Sources and Editorial Independence

AW✚SWITZERLAND draws on publicly available regulatory information, professional disclosures, company websites, and other relevant sources to maintain its directories and educational content.

Information about Swiss SEC-registered investment advisors is compiled from publicly available SEC records and other firm information. Visitors are encouraged to verify current registration and disclosure information directly through the SEC's Investment Adviser Public Disclosure database.

AW✚SWITZERLAND operates independently and does not recommend, endorse, rank, or independently conduct due diligence on listed investment advisors or service providers.

Certain firms pay a flat annual fee for directory listings and additional platform features. AW✚SWITZERLAND does not enter into commission-based or referral compensation arrangements with listed providers.

Our purpose is to provide accessible, relevant information that supports informed independent research and facilitates connections between international clients and Swiss-based professionals.

Part of an International Information Network

AW✚SWITZERLAND is complemented by related platforms serving additional international wealth-management markets:

• AW❖UNITED KINGDOM • Connecting international clients with wealth-management expertise in the United Kingdom and selected related jurisdictions. americanswelcome.uk

• AW●ASIA PACIFIC | MIDDLE EAST • Providing information about wealth-management professionals and services across Asia Pacific and the Middle East. americanswelcome.asia

Together, these platforms extend the availability of specialized cross-border wealth-management information across several important international financial centers.

About the Operating Company

AW✚SWITZERLAND is a division of VV Creative LLC, Switzerland.

Registered company • VV Creative LLC
Swiss company identification number • CHE-200.950.753
Commercial register number • CH-020.4.087.547-9
Registered address • Zelglistrasse 19, 8311 Brütten-Zurich, Switzerland
americanswelcome.swiss
info@americanswelcome.swiss
+41 77 457 6637

AW✚SWITZERLAND is an independent information and directory platform and does not provide regulated financial advisory services.

FAQ 

What is AW✚SWITZERLAND?

AW✚SWITZERLAND is a Switzerland-based online directory established in 2014 that provides information about Swiss wealth-management professionals and related services for American, Canadian, Latin American, and other international clients.

Why might Americans, Canadians and Latin Americans consider Swiss-based wealth management?

Americans, Canadians, and Latin Americans may explore Swiss-based wealth management for international investment diversification, access to Swiss financial institutions, multicurrency investment strategies, and the possibility of maintaining wealth-management relationships across changing countries of residence. The suitability of such arrangements depends on individual circumstances, applicable regulations, and tax considerations.

Where can Americans find Swiss SEC-registered investment advisors?

AW✚SWITZERLAND maintains specialized directories of Swiss-based SEC-registered investment advisers. Current registration and disclosure information can be verified through the SEC's official Investment Adviser Public Disclosure database.

Does SEC registration mean an advisor is approved by the SEC?

No. Registration does not constitute SEC approval or endorsement, and investors should review the firm's disclosures and independently evaluate its suitability.

Can Americans, Canadians, and Latin Americans living in their home countries work with Swiss wealth managers?

Yes. Certain Swiss-based investment advisors are registered to provide services to US clients and others provide services to Canadian and Latin American clients. Whether a particular firm can serve an individual depends on applicable requirements and that firm's policies.

Must Americans, Canadians, and Latin Americans reside in Switzerland to use a Swiss investment advisor?

No. Eligible clients may establish relationships with certain Swiss-based investment advisers without becoming Swiss residents.

Must Americans, Canadians, and Latin Americans travel to Switzerland to engage a Swiss wealth manager and open a Swiss custody account?

Not necessarily. Certain Swiss SEC-registered investment advisors and Swiss custodian banks offer remote onboarding, allowing eligible American clients, as well as Canadian and Latin American clients, to establish investment advisory and custody relationships without traveling to Switzerland. Availability depends on the institutions involved, the client's circumstances, and applicable identification, regulatory, and compliance requirements.

Can American, Canadian and Latin American expatriates maintain a Swiss wealth-management relationship when moving between countries?

In certain circumstances, yes. Some Swiss-based investment advisors serve internationally mobile clients and may be able to maintain advisory relationships when clients change their country of residence. Continued service depends on the firm's regulatory permissions, internal policies, and applicable local requirements.

Does AW✚SWITZERLAND provide access to Swiss private banks?

AW✚SWITZERLAND provides information about Swiss wealth-management professionals and related services, including firms that work with Swiss custodian banks. The availability of private banking and custody services depends on the individual financial institution, the client's eligibility, and applicable regulatory requirements.

Does AW✚SWITZERLAND provide investment advice?

No. AW✚SWITZERLAND is an independent directory and information platform. It does not provide personalized investment, legal, or tax advice.

Does AW✚SWITZERLAND recommend particular investment advisors?

No. The platform provides information about listed professionals but does not independently endorse, rank, or recommend specific firms.