SWISS SEC-REGISTERED INVESTMENT ADVISOR

Susanna Giase - Director, Senior Client Advisor, CFP

Home bias or an international outlook?

It is understandable that US investors often have a home bias, but holding all of their assets within the US and in US dollars isn’t optimal for risk-adjusted returns. According to best practices in portfolio management the volatility of an investment portfolio is reduced by adding international diversification to an overall wealth strategy. In the long term, a well-diversified, global portfolio - complementing a US-based portfolio - can help avoid unnecessary risks and may enhance long-term returns.

Jurisdictional diversification is important

Holding some emerging market mutual funds at a local bank, even in other currencies, is not true international diversification. Holding a globally-diversified portfolio in another currency, in a non-American financial institution and in another jurisdiction outside of the United States is the real thing.

Hiring an independent, internationally-experienced wealth manager with a global outlook and a different perspective than local investment advisers will lead to true international diversification. Future financial well-being should not be tied to just one country, one market, one currency and one perspective. 

In a recent publication, Vanguard stated:


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US financial professionals for the most part, understandably focus on the American market, American financial institutions and US dollar investments. However, to achieve greater resiliency for a portfolio through international diversification, a globally-oriented wealth manager will target different investments than a domestic adviser. Holding assets in a bank outside of the American banking system provides institutional risk diversification and greater flexibility. Currency diversification provides a hedge against a falling US dollar. The prudent investor shouldn’t ignore global investment diversification. 


“It is simply prudent to have some assets outside of the American system.”

Grüezi und willkommen!

The management of private assets is the Swiss financial center’s leading area of expertise. It encompasses the provision of comprehensive financial services for private individuals and the management of their assets.


"Switzerland remains the global leader for private wealth management with a world share of over 25%." 


Swiss banks and wealth managers offer a comprehensive range of services for private customers and cover all areas of holistic asset planning. There are few financial centers that can provide a similar density of specific services and long-standing expertise in the field of wealth management compared to Switzerland. These services range from investment advisory, tax advisory and inheritance advisory to philanthropy advisory. Switzerland’s international focus and multilingualism, as well as the knowledge of cultural differences in target markets, its central location in Western Europe and its first-class transport connections allow financial professionals in Switzerland to provide customized services for clients from all regions of the world.

Switzerland is recognized as the leading safe haven

The highest level of long-term economic and political stability, neutrality, high-quality services and extensive expertise and experience is Switzerland's claim to fame for its ongoing success as the world’s leading center for private wealth management. Especially during times of increasing volatility, the world's wealthy turn to Switzerland as a safe haven for their assets. Indeed, Switzerland has been named the world's most resilient country in its ability to handle the pandemic crisis and its aftermath.

The Swiss traditions of neutrality, efficiency, reliability, continuity and a high regard for privacy are qualities appreciated by investors around the world. 


“Switzerland: Perhaps the safest place in an increasingly unsafe world”

 

Smooth process

As an independent, Swiss wealth manager registered with the Securities and Exchange Commission in the United States, Belvoir Wealth Management focuses on providing US tax-compliant, wealth management services to American citizens and other US persons domiciled in the United States and beyond. As an SEC-registered investment advisor, providing advice, holding telephone calls, exchanging correspondence and meeting personally in the US as well as organizing promotional activities for potential clients are permitted without restrictions. We have often traveled to the US to meet with clients together with their local, trusted advisers.

Working with US clients since 2004, Belvoir Wealth Management is well-versed in providing cross border wealth management services to US clients through discretionary mandates, taking their particular, individual needs and requirements into consideration. We accompany our clients every step of the way throughout the account opening process with the chosen Swiss custodian bank, making sure it runs smoothly. It is possible to get established in Switzerland without leaving home.

Reporting requirements are also clear and we place high value on getting it right, right from the beginning so there are no surprises down the road.


"At Belvoir Wealth Management we are passionate about Socially Responsible and Impact Investing."


At Belvoir Wealth Management we are passionate about Socially Responsible and Impact Investing and in addition to “traditional” investment strategies, we are able to provide globally-diversified investment portfolios based on the principles of ESG Environmental, Social and Governance, according to your personal preferences.

Let's get started

Our team at Belvoir Wealth Management is happy to provide a customized proposal after an in-depth discussion of your needs and purpose for your review and without obligation. We understand that holding some assets abroad with a Swiss wealth manager is a decision-making process requiring a close look at what we can do for you. It begins with an initial contact...let's get started! 


“There is not a smoother way to get established in Switzerland.”

CONTACT:

Susanna Giase

+41 43 244 75 56 | susanna.giase@belvoirwealth.com | belvoirwealth.com

Connect with me on LinkedIn 

Belvoir Wealth Management also has a LinkedIn company page to follow for insights and news!

Belvoir Wealth Management is a wholly-owned, SEC-registered subsidiary of Belvoir Capital AG, a well-established, independent, multi-family office regulated by the Swiss Financial Market Supervisory Authority FINMA and an active member of the Swiss Association of Asset Managers (SAAM). 

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.

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