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


Zurich, Geneva, New York
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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 and Part 3 on the IAPD website.
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