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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BASELINE WEALTH MANAGEMENT
Geneva, Zurich

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HIA Helvetia Investment Advisors
Lugano

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Hyposwiss Advisors
Geneva, Zurich

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Pictet North America Advisors
Geneva, Zurich

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swisspartners Advisors
Zurich

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

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