AW✚SWITZERLAND FOR CANADIANS

A DIRECTORY OF SWISS WEALTH MANAGEMENT, PRIVATE BANKING, AND OTHER  SERVICES

FOR US, CANADIAN, AND LATIN AMERICAN CITIZENS, RESIDENTS, AND EXPATS

americanswelcome.swiss • #awswitzerland

SWISS WEALTH MANAGERS SERVING CANADIAN CITIZENS, RESIDENTS, AND EXPATS

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.

Collaborating with Canadian advisors to help create a Swiss-based international wealth strategy complementing the wealth strategy implemented at home.

ALPEN PARTNERS
Bäch|Wollerau, Zurich, Geneva, Lugano

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BFI INFINITY
Zurich

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HELVETIA INVESTMENT ADVISORS
Lugano

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HYPOSWISS ADVISORS
Geneva

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LFG ZEST
LUGANO, ZURICH

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Pictet North America Advisors
Geneva, Zurich

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REYL OVERSEAS
Zurich

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swisspartners Advisors
Zurich

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The Forum Finance Group
Zurich

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Vontobel Swiss Financial Advisers
Geneva, Zurich, Miami, New York

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VT WEALTH MANAGEMENT
zurich

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