★NEWS★ #americanswelcome

★NEWS★

#americanswelcome

★ New listing ★

Nathalie Scott, Founder, Geneva-based US lawyer

US-based adviser

Alpen Wealth Advisory Group's Monthly Market Insights

Alessandro Balestra has joined REYL Overseas as a Senior Relationship Manager

The Benefits of Offshore - Why to keep part of your wealth outside of the US

BFI Infinity InSights | November 2019

“Mid-Cycle Slowdown” after 10 years of growth?

November 2019 Newsletter: Popularity and Beauty Contests

HYPOSWISS Q3 2019 Review & Outlook

Episode #3

Interview with Daniel Zurbruegg from BFI Infinity, a Swiss SEC-registered investment adviser

The Montenegro Citizenship-by-Investment Program is now open and limited to just 2,000 applicants

Future of Wealth Management Podcast

A podcast by Wille Faler about the intersection of finance, technology & ideas, with a special focus on the wealth management space.

Episode #2

Interview with Anne Liebgott on Swiss Wealth Management for Americans

Daniel Zurbruegg from BFI Infinity on precious metals and alternative investments

Is it the end of Swiss secrecy?

★ New listing ★

At Schmid Legal, we advise in the areas of trusts, foundations and offshore companies, contracts and commercial law, succession and estate planning, and corporate law.

Meet Daniel Schmid from Schmid Legal

Swiss wealth management: The new environment for US clients

"Who is Global Gold and what makes it unique?"

LOBNEK Newsletter August 2019

"More Than Just a Summer Break"

★ New listing ★

CAPITAL TRUSTEES SA

Lugano, Zurich, Switzerland

"The New Environment for US Citizens in Switzerland"

REYL Overseas is a member of the REYL Group.

REYL & Cie received the Outstanding Private Bank for UHNW Clients award at Private Banker International’s ceremony held in London, June 13, 2019.

★ New listing ★

Roman Tschannen

Swiss Global Real Estate Advisor

based in Fort Lauderdale, FL, USA

Senior Partner of the Pictet Group, Nicolas Pictet often refers to Pictet as ‘La Maison’, meaning home. It implies that each member in the Group work together as a family with shared values.

Pictet North American Advisors

Daniel Zurbruegg from BFI Infinity, a Swiss SEC-registered investment adviser tells how trade war tensions are affecting asset allocation.

Citizenship is a booming business

U.S. versus Global Investments: A paradigm shift?

Daniel Zurbruegg, CEO, BFI Infinity

René Marty from REYL Overseas on LinkedIn

"A gentle, thoughtful approach toward U.S. clients"

The Key Box Storage Solution

"The right move or a red flag? WMs react to the Fed’s dovish turn"

★ New section for Real estate ★

Holiday rentals and properties for sale available to American buyers

U.S. tax specialists focused on your U.S. tax needs

Meet Grensy Quintero, CPA - Senior Manager

Marc Moret, CEO of LOBNEK Wealth Management in the news on Citywire

Tapping the American dream: the Swiss WMs targeting US clients

View the new client presentation

Professional global asset management company with Swiss standards

For the first time, Citywire Switzerland’s Top50 report reveals Switzerland and Liechtenstein’s most influential independent asset managers.

LFA on page 32 of CityWire's TOP 50 magazine

US CUSTODIANS 🇺🇸

Meet Swiss SEC-registered investment advisers that work together with US custodians. Therefore, US clients can avoid FATCA and FBAR, Form 8938 reporting issues involved with a non-US custodian.

New!

LFA offers ESG Investing mandates to US clients

LOBNEK Wealth Management in the news!

"Wealth managers reveal what to expect from 2019" with Gianpiero Sturzo

"BFI Infinity to launch new Swiss/European single stock strategy. Did you know....U.S. equities have never looked more expensive compared to Switzerland and Europe. While the Dollar is still high but set for decline, this might be a unique opportunity for US Investors to start adding international investments."

HYPOSWISS ADVISORS in the news!

Geneva Advisory expands to Zurich

★ New listing ★

Welcome to AW★S' first US-based adviser!

ALPEN WEALTH Advisory Group

Chicago, IL, USA

From the Swiss Banking Association and the Boston Consulting Group

Switzerland - A strong hub for investment management

HYPOSWISS ADVISORS and Canada 🇨🇦

In addition to their SEC registration, Hyposwiss Advisors SA is registered with the Ontario Securities Commission (OSC) and the Québec Autorité des Marchés Financiers (AMF) as a Portfolio Manager and can provide Swiss wealth management services to Canadian clients in addition to US clients.

MONEYMASTERS TV interview with Anne Liebgott on Swiss wealth management for US clients

MONTHLY NEWSLETTER November 2019

★ New listing ★

Taxpat GmbH

US tax return preparation and advisory services for dual citizens, US citizens residing outside of the U.S.A, and US residents with international activities.

Bernarda Pesantez from BFI Infinity on Offshore PPLI for US investors

US IRS tells banks not to close accounts just because of missing tax ID number: FATCA

Bernarda Pesantez from BFI Infinity on why so many investors choose Switzerland

Interview with Jacopo Zamboni from Henley & Partners on Americans in Switzerland

International Diversification - The safest jurisdictions for international custody and its options from Daniel Zurbruegg

Alpen Wealth Advisory Group is pleased to announce that head of practice, Oliver Ernst, CFP© has earned the Chartered SRI Counselor (CSRIC) designation. Ernst is currently one of only 4 advisors in Illinois, and 100 nationwide, to earn this accreditation. “This advanced designation is the first major financial credential dedicated specifically to sustainable, responsible and impact investing (SRI,)” according to the US SIF Foundation. This certification allows Alpen Wealth Advisory Group to further incorporate ethics and social concerns into international client portfolios.

Alpen Wealth Advisory Group

★ New listing ★

Gold and silver holdings in Switzerland

Henley & Partners - Citizenship and Residence Planning

ESG/SRI Investing

Alpen Wealth Advisory Group is committed to socially responsible investing (SRI) and will help you navigate the Environmental, Social and Corporate Governance (ESG) and impact investing terrain to develop a financial plan tailored to your moral code and in support of the causes you feel most passionately about.