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.


Bäch|Wollerau, Zurich, Geneva, Locarno, Switzerland

baseline wealth management

Geneva, Zurich, Switzerland

BFI Infinity Inc.

 Zurich, Switzerland

HIA Helvetia Investment Advisors SA

Lugano, Switzerland


Geneva, Zurich, Switzerland

Pictet North America Advisors SA

Geneva, Zurich, Switzerland

swisspartners Advisors

Zurich, Switzerland
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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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