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 Get established in Switzerland from the comfort of your home

Swiss SEC-registered investment advisers with client-friendly access to their SEC registration, ADV Part 2 & 3 Brochures, website, contact details, interviews, publications, events and more.

Swiss SEC RIAs are able to serve US clients in the US and abroad and to collaborate with local US advisers in creating a Swiss-based, investment strategy for long-term wealth preservation, complementing a US-based investment portfolio at home.

ALPEN PARTNERS INTERNATIONAL AG

Zurich, Bäch, Switzerland

Ameliora Wealth Management Ltd.

Zurich, Switzerland

AVALOR INVESTMENT AG

Zurich, Switzerland

Beck Asset Management AG

Zurich, Switzerland

Belvoir Wealth Management AG

Zurich, Switzerland

BFI Infinity Inc.

 Zurich, Switzerland

HIA Helvetia Investment Advisors SA

Lugano, Switzerland

HYPOSWISS ADVISORS SA

Geneva, Zurich, Switzerland

LFA SA

Lugano, Zurich, Switzerland

LOBNEK Wealth Management S.A. 

Geneva, Switzerland
New York, USA

Pictet North America Advisors SA

Geneva, Zurich, Switzerland

REYL Overseas

Zurich, Switzerland  

swisspartners Advisors

Zurich, Switzerland

THE FORUM FINANCE GROUP

Geneva, Switzerland

UBP INVESTMENT ADVISORS S.A.

Geneva, Zurich, Switzerland

WHVP

Zurich, Switzerland
US client, custodian, asset manager relationship
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The listed Swiss SEC-registered investment advisers are according to the information provided in the SEC registrations and the ADVs Part 2 on the IAPD website.
AWS is independent and unbiased and does not recommend, prefer, endorse, solicit or discourage any particular listed Swiss SEC RIA, other service provider or wealth management-related product. Furthermore, the website content, opinions, privacy policies or services provided are their own and are not endorsed by AWS in any way. This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. Please read the disclaimer.
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