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/Danish national, born in Vancouver, growing up in Canada and the US, and living in Switzerland, I have always been "crossborder" and international. I have firsthand experience of the benefits of international connections and maintaining valuable relationships around the world. Today's communication channels make it as easy as being next door.

Wealth is becoming increasingly global, and investors are no longer limited to one country. I am delighted to assist US, Canadian, Latin American, and other international professionals and investors in developing a Swiss network and establishing valuable relationships with Swiss experts who specialize in serving clients from the United States, Canada, Latin America, and worldwide. Similarly, I am happy to help Swiss professionals connect with internationally-minded individuals with a global approach from North and Latin America and other regions.

Especially in times of growing uncertainty and volatility, the long-term preservation of assets is a major concern. Overcoming challenges and dealing with unknown outcomes can be worrisome, necessitating a forward-thinking strategy and sustainable long-term solutions.

Among wealthy entrepreneurs, individuals, and families in the US, Canada, Latin America, and beyond, there is a rising interest in international and jurisdictional investment diversification, creating a second home for a portion of their assets. Switzerland is a preferred jurisdiction for crossborder private wealth management.

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

The award-winning Swiss platform AW✚SWITZERLAND serves as a directory, building a bridge between US, Canadian, and Latin American investors, their advisors/counselors, and Swiss SEC-registered investment advisors, Canadian-licensed wealth managers, and other wealth management professionals who are dedicated to serving North and Latin American clients domiciled in the US, Canada, Latin America, and abroad. Visiting AW✚SWITZERLAND is the easiest way to begin your journey in Switzerland.

Switzerland possesses comprehensive economic strength to weather future crises.

Swiss wealth managers are interested in forging alliances with professionals such as family offices, wealth managers, estate planners, asset protection lawyers, international tax experts, insurance advisors, RIAs, CFPs, CPAs, and others who are looking to enhance their client offerings and planning capabilities by partnering with a Swiss advisor. This collaboration provides a competitive edge, adds value, and brings international and jurisdictional investment diversification "Made in Switzerland" closer to their clients through a global investment strategy that complements their domestic investment portfolios.

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

With all the communication techniques available at our fingertips, I am always delighted to facilitate e-introductions or personal introductions during a highly recommended visit to Switzerland, allowing individuals to experience the touch and feel of Switzerland as a second home for a portion of their assets.

AWS also lists a wide range of other services related to private wealth management, including tax advisors, Swiss trustees, lawyers, precious metals, cryptocurrencies, real estate, citizenship and residence planning, and more, paving the way for getting establishing in Switzerland. There is also a special section dedicated to "Expats and those to come".

AWS is here to assist US, Canadian, and Latin American investors and their advisors. Please do not hesitate to get in touch. Your questions, comments, and suggestions are always welcome, and I look forward to hearing from you.

Many thanks and best regards from Switzerland🇨🇭, Anne

Special note to independent Swiss asset managers regarding US clients:  In navigating the landscape of managing US clients, Swiss asset managers face challenges that necessitate strategic considerations rather than turning clients away. Transitioning to US residency, obtaining a green card, or establishing a significant presence in the United States should not prompt asset managers to relinquish their valued clients. An advantageous approach involves aligning services with a Swiss wealth manager already registered as an Investment Advisor with the Securities and Exchange Commission (SEC) in the US. This strategic partnership empowers asset managers to seamlessly continue serving their clients, even as they transition into the category of US Persons. When directly approached by American clients, establishing a partnership with a Swiss SEC Registered Investment Advisor (RIA) opens avenues for asset managers to effectively meet the unique needs of these clients. Furthermore, for Swiss asset managers contemplating operations under the Dodd-Frank 15/25 rule, Swiss custodian banks no longer accept transaction instructions from the asset manager directly to the bank despite discretionary management mandates with limited power of attorney, US clients must give orders directly to the bank, leaving asset managers with only a "right to information." This may not align with the interests of both asset managers and US clients. A strategic partnership with a Swiss SEC RIA not only ensures compliance with US regulations but also allows for a smooth and effective execution of transactions on behalf of American clients.

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|