AW✚SWITZERLAND FOR AMERICANS

A DIRECTORY OF SWISS WEALTH MANAGEMENT, PRIVATE BANKING, AND OTHER SERVICES FOR US, CANADIAN, AND LATIN AMERICAN CITIZENS, RESIDENTS, AND EXPATS

americanswelcome.swiss • #awswitzerland
Contact  Get listed on AW✚SWITZERLAND for Americans

SWISS SEC-REGISTERED INVESTMENT ADVISORS SERVING AMERICAN CITIZENS, RESIDENTS, AND EXPATS

American investors can establish relationships with Swiss SEC-registered wealth managers remotely, without the need for physical presence in Switzerland.

Swiss wealth managers registered as investment advisors with the Securities and Exchange Commission provide public access to required regulatory disclosures, including Form ADV Part 2 (Brochure) and Form ADV Part 3 (Client Relationship Summary), alongside firm websites and contact information.

Swiss SEC-registered investment advisors are structured to work with American clients residing in the United States or abroad. In many cases, they coordinate with US-based financial professionals to ensure that Swiss-managed portfolios complement existing US-centric investment arrangements within applicable regulatory and tax frameworks.
What SEC registration means
Alpen Partners International

Freienbach, Zurich, Geneva, Lugano
Ameliora Wealth Management
Zurich, Miami
BFI Infinity
Zurich
HIA Helvetia Investment Management
Lugano, Zurich
Hyposwiss Advisors
Geneva
LFA
Lugano, Zurich, Sion
LOBNEK Wealth Management
Geneva, New York
REYL OVERSEAS INTESA SANPAOLO
Zurich
swisspartners Advisors
Zurich
The Forum Finance Group
Geneva
WHVP
Zurich
Services for expats and those to come
Sign in to receive access to the full list of all Swiss SEC-registered investment advisors
Name E-mail Purpose (Mandatory) - Message

By submitting your personal data, you understand and agree that it will be used only for the purpose of replying to your request.

 SEND