Canada

Swiss wealth managers happy to serve Canadian clients and residents in Canada and abroad and to collaborate with Canadian advisers to help create a Swiss-based, international wealth strategy  complementing the wealth strategy implemented at home.

The Swiss wealth managers are either fully registered as a Portfolio Manager or as an Exempt International Advisor on a province-by-province basis and, accordingly, are subject to varying regulations.

Alpen PARTNERS AG

Bäch|Wollerau, Zurich, Geneva, Locarno, Switzerland

baseline wealth management

Geneva, Zurich, Switzerland

BFI Infinity Inc.

 Zurich, Switzerland

HIA Helvetia Investment Advisors SA

Lugano, Switzerland

HYPOSWISS ADVISORS SA

Geneva, Zurich, Switzerland

Pictet North America Advisors SA

Geneva, Zurich, Switzerland

swisspartners Advisors

Zurich, Switzerland
Share:
Follow AWS:   LinkedIn   |   Twitter    |   Facebook   |  Instagram
The listed Swiss SEC-registered investment advisers are according to the information provided in the SEC registrations and the ADVs Part 2 and Part 3 on the IAPD website.
GDPR|Data privacy: AWS does not collect, store, process or distribute personal information submitted with the contact forms. Information submitted with the contact forms is used to reply to your inquiry only unless you opt in for receiving ongoing information. You are able to opt out at any time. By continuing, you agree to our Privacy Policy and Terms of Use including the use of Cookies. I agree
AWS is independent and unbiased and does not recommend, prefer, endorse, solicit or discourage any particular listed Swiss SEC-registered investment advisor, other service provider or wealth management-related product or service. 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, referral, promotion, or solicitation to buy or sell any financial instrument or service or to perform any financial transactions. AWS does not provide any legal or tax advice. All information and opinions expressed in this publication reflect AWS' current views as of the date of the publication and may be liable to change without notice. Please read the Imprint/Disclaimer.
AWS has made every attempt to ensure the accuracy and reliability of the information provided on this platform. However, the information is provided "as is" without warranty of any kind. AWS does not accept any responsibility or liability for the accuracy, content, completeness, legality, or reliability of the information contained on this platform.
SEC-registered investment advisers listed on AWS may pay an annual flat fee for their listing and other points of information, e.g. NEWS section. AWS does not make any recommendations, testimonials or endorsements for any company, person, product or service. AWS does not enter into any commission, referral or other material or immaterial compensation agreements with the SEC-registered investment advisers listed. 
Share the page with the buttons below.