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

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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
BFI INFINITY
Zurich
HELVETIA INVESTMENT ADVISORS
Lugano
HYPOSWISS ADVISORS
Geneva
LFG ZEST
Lugano, Zurich
REYL OVERSEAS
Zurich
swisspartners Advisors
Zurich
The Forum Finance Group
Geneva
Vontobel Swiss Financial Advisers
Geneva, Zurich, Miami, New York
VT WEALTH MANAGEMENT
 Zurich
Services for expats and those to come