
Grüezi and welcome to Switzerland
Thank you for joining my network of Swiss, American and international private wealth management professionals, advisors, consultants and investors.
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 and constructive relationships around the world. Today's channels of communication make it as easy as being right next door.
Wealth is going global and investors are no longer operating on a one country basis. I am happy to be able to help American and international professionals and investors to develop a Swiss network and to establish valuable relationships with Swiss experts focused on serving US clients in the United States and abroad. Vice-versa, I am happy to help Swiss professionals connect with internationally-minded Americans and others with an international approach.
Especially during this time of uncertainty and volatility, the long-term preservation of assets has become a topic of concern. Surmounting challenges and unknown outcomes are worrisome and require a forward-thinking strategy and viable, long-term solutions.
Amongst wealthy entrepreneurs, individuals and families in the US and abroad, the interest for international and jurisdictional investment diversification - creating a second home for a portion of their assets - is understandably on the rise. At the moment Americans cannot leave the country and many cannot even leave their homes, but their assets are able to travel.
The question is often, "How do I get established in Switzerland?"
The Swiss platform AW★SWITZERLAND is a directory, building a bridge between US investors, their advisers/counsellors, and Swiss SEC-registered investment advisers and other wealth management professionals dedicated to serving American clients domiciled in the US and abroad. Some Swiss SEC RIAs provide services to Canadians too. In visiting AWS, there is not an easier way to get started in Switzerland.
It is comforting to know that Switzerland has recently been named the number one country in the world for resilience, best-prepared to handle the aftermath of the coronavirus.
This reflects Switzerland's comprehensive economic strength against future crises.
Usually, many of the Swiss SEC RIAs travel to the US oftento advise their US clients and their trusted advisers. They are interested in establishing alliances with American professionals: family offices, estate planners, asset protection lawyers, international tax experts, insurance advisers, RIAs, CFPs, CPAs etc., that would like to gain a cutting edge over their competition by providing added-value, bringing international and jurisdictional investment diversification "Made in Switzerland" closer to their clients through a second, global investment strategy complementing their US-based investment portfolios. Now, all the communication techniques are available at our fingertips. I am always happy to make e-introductions, or personal introductions during a future visit to Switzerland, when the time comes.
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.
AWS is here to help US investors and their advisers...please don't hesitate to get in contact. Your questions, comments and suggestions are always welcome and I am looking forward to hearing from you.
Many thanks, take care and best regards from Switzerland, Anne
PS: For American expats living and working in Switzerland and those to come: AW★SWITZERLAND | EXPATS