Thank you for joining my network of Swiss, US, Canadian, Latin American, and international private wealth management professionals, advisors, consultants, and investors

As a Swiss, Canadian, and Danish national—born in Vancouver, raised across Canada and the US, and now living in Switzerland—I have always embraced a global, cross-border mindset. My personal journey has underscored the immense value of international connections and meaningful relationships. In today’s interconnected world, technology has made building these bonds as seamless as being right next door.

Wealth has become increasingly global, and investors are no longer bound by borders. I am delighted to assist professionals and investors from the US, Canada, Latin America, and beyond in establishing a strong Swiss network and connecting with local experts specializing in clients from North and Latin America, as well as other regions. Similarly, I help Swiss professionals connect with globally minded individuals who share an international perspective.

In times of rising uncertainty and market volatility, long-term preservation of wealth remains a critical priority. Navigating challenges and unpredictable outcomes requires forward-thinking strategies and sustainable, long-term solutions.

Among affluent entrepreneurs, individuals, and families across North and Latin America, as well as other regions, there is growing interest in international diversification and jurisdictional asset allocation. Switzerland continues to stand out as a leading destination for cross-border private wealth management.

At the same time, many globally minded individuals and families are exploring international relocation opportunities. Switzerland remains a top choice, alongside Golden Visa programs in other countries, offering pathways to enhanced global mobility, alternative residency, and second citizenships—ultimately enabling a more enriched, flexible, and international lifestyle.

The common question is, "How can I establish myself in Switzerland?"

The award-winning Swiss platform, AW✚SWITZERLAND, serves as a premier directory, connecting US, Canadian, and Latin American investors—and their advisors or counselors—with Swiss SEC-registered investment advisors, Canadian-licensed wealth managers, and other wealth management professionals as well as Swiss-based experts specializing in facilitating second passports, residences, and relocations to Switzerland and other destinations around the world.  These experts are committed to supporting North and Latin American clients, whether domiciled in the US, Canada, Latin America, or elsewhere. While visiting Switzerland is a great  way to begin your Swiss journey, you can also establish valuable connections and get started from the comfort of your home through AW✚SWITZERLAND.

Switzerland possesses comprehensive economic strength to weather future crises.

Swiss wealth managers are keen to establish strategic alliances with professionals such as family offices, wealth managers, estate planners, asset protection lawyers, international tax experts, insurance advisors, RIAs, CFPs, CPAs, and other specialists. These partnerships aim to enhance client offerings and expand planning capabilities by integrating the expertise of Swiss advisors. Such collaborations provide a competitive edge, deliver added value, and introduce international and jurisdictional investment diversification—“Made in Switzerland”—to clients through a global investment strategy that complements their domestic portfolios.

More and more families want to move themselves, their structures, or their assets to Switzerland.

With a variety of communication tools at our disposal, I am always happy to facilitate e-introductions or arrange an agenda of personal meetings during a highly recommended visit to Switzerland to experience firsthand the unique appeal of Switzerland as a second home for a globally diversified investment portfolio.

AW✚SWITZERLAND also features an extensive directory of services related to private wealth management, including tax advisors, Swiss trustees, lawyers, precious metals, cryptocurrencies, real estate, and citizenship and residence planning—providing an easily navigable pathway to establishing a presence in Switzerland. A dedicated section for “Expats and Those to Come” further addresses the needs of those relocating or considering relocation.

AW✚SWITZERLAND is here to support US, Canadian, and Latin American investors, along with their advisors. Please don’t hesitate to get in touch with any questions, comments, or suggestions. I look forward to hearing from you and assisting you on your journey.

Many thanks and best regards from Switzerland🇨🇭, Anne

Special note to independent Swiss asset managers regarding US clients:  Managing US clients presents unique challenges for Swiss asset managers that require strategic solutions rather than relinquishing valued relationships. Transitioning to US residency, obtaining a green card, or establishing a substantial presence in the United States should not be a reason to turn clients away. A highly effective approach is to align with a Swiss wealth manager who is registered as an Investment Advisor with the US Securities and Exchange Commission (SEC). Such a strategic partnership enables asset managers to seamlessly continue serving their clients as they transition into the category of US Persons. When approached directly by American clients, collaborating with a Swiss SEC-registered Investment Advisor (RIA) allows Swiss asset managers to effectively meet the specific needs of these clients while ensuring full compliance with US regulations. Additionally, for asset managers considering operations under the Dodd-Frank 15/25 rule, it is important to note a significant challenge: Swiss custodian banks no longer accept transaction instructions directly from the asset manager, even with a discretionary management mandate and limited power of attorney. Instead, US clients must issue instructions directly to the bank, reducing the asset manager’s role to that of having only a "right to information." This arrangement can create misalignment with the interests of both the asset manager and the client . By forming a strategic partnership with a Swiss SEC-registered RIA, asset managers can navigate these regulatory hurdles effectively. This collaboration ensures seamless compliance, preserves the ability to execute transactions on behalf of American clients, and strengthens the overall client relationship.

EMAIL  | +41 79 767 07 58 | From the US and Canada: 011 41 79 767 07 58 | FROM LATIN AMERICA: 00 41 79 767 07 58|