SWISS SEC-REGISTERED INVESTMENT ADVISORS

FULL LIST

YOU CAN GET ESTABLISHED IN SWITZERLAND FROM THE COMFORT OF YOUR HOME

Swiss wealth managers registered with the SEC as investment advisors with client-friendly access to their SEC registrations, ADV Part 2 Brochures and ADV Part 3 CRS Client Relationship Summaries, websites, contact details, publications, and more.

Swiss SEC RIAs are able to serve US clients in the US and abroad and to collaborate with local US advisors in creating Swiss-based investment strategies complementing US-centric investment portfolios.

Alpen Partners International

Bäch|Wollerau, Zurich, Geneva, Lugano
Ameliora Wealth Management
Zurich, Miami
BFI Infinity
Zurich
HIA Helvetia Investment Management
Lugano
Hyposwiss Advisors
Geneva, Zurich
LFA
Lugano, Zurich, Sion
LOBNEK Wealth Management
Geneva, New York
REYL OVERSEAS INTESA SANPAOLO
Zurich
swisspartners Advisors
Zurich
The Forum Finance Group
Geneva
Vontobel Swiss Financial Advisors
Geneva, Zurich, Miami, New York
WHVP
Zurich

Other Swiss SEC-registered investment advisors