Israel-based advisers


International approach

In collaboration with Swiss professionals

Israel-based advisers (financial advisers, wealth managers, CPAs, lawyers, estate planners etc.) collaborating with Swiss SEC-registered investment advisers to bring international and jurisdictional investment diversification closer to their Israeli-US clients.

Israeli advisers can develop relationships and networks with Swiss wealth managers, tax advisers, trustees and other wealth management-related service providers.

Their quest is to avoid a home-biased-only strategy and gain a cutting-edge over their "Israel-only" competition, providing their Israeli-US clients with added-value by advising them on adding an international dimension to their home-based investment portfolios, being prepared for unexpected developments which may occur.

Swiss SEC-registered wealth managers are happy to co-counsel with an Israeli adviser. A Swiss-based, internationally-diversified investment portfolio complements a domestic investment portfolio already in place back home.

Honored to have SILVER & CO. as the first listing in the new Israel-based adviser section!


Israel, USA
Working remotely with US clients around the world.
If you are an Israel-based adviser and would like to get listed, please contact us for further information.
Follow AWS:   LinkedIn   |   Twitter    |   Facebook   |  Instagram
AWS is independent and unbiased and does not recommend, prefer, endorse, solicit or discourage any particular listed Swiss SEC RIA, other service provider or wealth management-related product. Furthermore, the website content, opinions, privacy policies or services provided are their own and are not endorsed by AWS in any way. This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. Please read the disclaimer.
AWS has made every attempt to ensure the accuracy and reliability of the information provided on this platform. However, the information is provided "as is" without warranty of any kind. AWS does not accept any responsibility or liability for the accuracy, content, completeness, legality, or reliability of the information contained on this platform.