AMERICANS WELCOME ★ SWITZERLAND

Grüezi and welcome to Switzerland!

Thank you for connecting on LinkedIn and joining my network of Swiss and American private wealth management professionals.

As a Swiss/Canadian/Danish national, born in Vancouver, growing up in Canada and the US and living in Switzerland, I have always been "cross border" and international, and have experienced firsthand the benefits of being internationally connected and maintaining interesting relationships around the world.

In our increasingly global world, I am happy to be able to help American professionals to develop a Swiss network and to establish valuable relationships with Swiss experts focused on serving US clients. Vice-versa, I am happy to help Swiss professionals to connect with internationally-minded Americans.

Among U/HNW entrepreneurs and individuals in the US, the interest for international and jurisdictional investment diversification - creating a second home for a portion of their assets - is on the rise. The question is often, "How to get started in Switzerland?"

The Swiss platform, AMERICANS WELCOME ★ SWITZERLAND, is a directory, building a bridge between US investors and their advisers/counsel and Swiss wealth management professionals dedicated to serving American clients domiciled in the US and abroad. There is not an easier way to get started.

Many Swiss SEC-registered investment advisers travel often to the US and are interested in establishing strategic alliances with American professionals: family offices, estate planners, asset protection lawyers, international tax experts, RIAs, CFPs, CPAs etc. wanting to gain a cutting edge over their competition and providing added-value by bringing international and jurisdictional investment diversification "Made in Switzerland" closer to their clients through a second global investment strategy complementing their US-based portfolios. I am always happy to make e-introductions or personally during a visit to Switzerland. 

Some Swiss SEC RIAs provide services to Canadians too. 

AWS also includes a wide range of other private wealth management-related services, e.g. US tax advisors, Swiss trustees, lawyers, precious metals, real estate, and citizenship and residence planning, helping to pave the way to getting established in Switzerland. Now, US-based advisers are also welcome to join the AWS platform in the US-based advisers section.

Your questions, comments and suggestions are always welcome and I am looking forward to hearing from you (you can opt in for updates and news below).

Thank you and best regards from Switzerland, 

Anne 

PS: For American expats living and working in Switzerland and those to come: AMERICANS WELCOME ★ SWITZERLAND | EXPATS

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AMERICANS WELCOME ★ SWITZERLAND 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.