SWISS SEC-REGISTERED INVESTMENT ADVISORS
FULL LIST
American investors can establish relationships with Swiss SEC-registered wealth managers remotely, without the need for physical presence in Switzerland.
Swiss wealth managers registered as investment advisors with the Securities and Exchange Commission provide public access to required regulatory disclosures, including Form ADV Part 2 (Brochure) and Form ADV Part 3 (Client Relationship Summary), alongside firm websites and contact information.
Swiss SEC-registered investment advisors are structured to work with American clients residing in the United States or abroad. In many cases, they coordinate with US-based financial professionals to ensure that Swiss-managed portfolios complement existing US-centric investment arrangements within applicable regulatory and tax frameworks.
Zurich, Miami
Zurich
Lugano, Zurich
Geneva, Zurich
Zurich
London, New York (SEC-registered)
Malta
Lugano, Zurich, Sion
Geneva, New York
Zurich
Zurich
Geneva
