Canada-based advisors (financial advisers, wealth managers, CPAs, lawyers, estate planners etc.) collaborating with Swiss wealth managers to bring international and jurisdictional investment diversification closer to their clients.
Canadian advisors can develop relationships and networks with Swiss wealth managers, tax advisors, trustees, and other wealth management-related service providers.
Their quest is to avoid a home-biased-only strategy and gain a cutting-edge over their "US and Canadian-centric" competition, providing their clients with added-value by advising them on adding an international dimension to their home-based investment portfolios, being prepared for unexpected developments which may occur on the market.
Many Swiss wealth managers are happy to co-counsel with a Canadian advisor. A Swiss-based, internationally-diversified investment portfolio complements an investment portfolio already in place back home.