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, videos, events, 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 a Swiss-based investment strategy complementing a US-centric investment portfolio.

Alpen Partners International

Bäch|Wollerau, Zurich, Geneva, Lugano 

🇺🇸 🇨🇦

Ameliora Wealth Management
Zurich

🇺🇸

Baseline Wealth Management
Geneva, Zurich

🇺🇸 🇨🇦

BFI Infinity
Zurich

🇺🇸 🇨🇦

HIA Helvetia Investment Management
Lugano

🇺🇸 🇨🇦

Hyposwiss Advisors
Geneva, Zurich

🇺🇸 🇨🇦

LFA
Lugano, Zurich

🇺🇸

LOBNEK Wealth Management
Geneva, New York

🇺🇸

Pictet North American Advisors
Geneva, Zurich

🇺🇸 🇨🇦

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