★NEWS★  #americanswelcome

★ New listing ★
US-based adviser
Michael Siska, Senior Vice President

RDK Advisors

Legacy, Wealth Transfer and Succession Strategies

Miami-Fort Lauderdale-Palm Beach, FL
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2020 Weekly Views
Pictet North America Advisors
★ New listing ★
Jamie Vrijhof-Droese, Managing Partner

WHVP Weber, Hartmann, Vrijhof & Partners

SEC-registered, independent Swiss asset manager
Minimum amount of investment USD 250,000
WHVP
Q2 2020 Quarterly Investment Outlook
Ameliora Wealth Management

The Swiss Financial Market Supervisor Authority FINMA sees Swiss banks operationally and financially well-prepared. They note that the operations of financial institutions and the financial market infrastructure in Switzerland are continuing to function well. The institutions are also well-equipped to deal with extreme stress scenarios.

Press release
In the news!
Comment: Does form-filling prevent Americans from cross-border investing?
Beyond Borders U.S. Tax Services
Taxpat

Banque Reyl Expands Zurich Efforts

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REYL Overseas
"Switzerland can regain «tax-appeal» with Swiss trusts"
Capital Trustees will be able to advise US clients on Swiss trusts.
Capital Trustees
Newly named Belvoir Wealth Management joins WM platform
MO
Belvoir Wealth Management
Article: Tips for banking in Switzerland - is there a better way?
★ New listing ★
SEC-registered for US clients

Belvoir Wealth Management AG

Zurich, Switzerland
Nigel Upton, Managing Director, CCO
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BFI Infinity Insights - February 2020
"The year ahead: Expect the best, prepare for the worst"
BFI Infinity
Switzerland is one of the world's leading financial centers, whether it be for asset management, insurance, or as a trading platform for commodities.
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★ New listing ★

Deaglo Partners, LLC

Cross border payments and FX risk management 
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FINAPORT Asset Management is the Swiss SEC-registered member of the FINAPORT group, providing asset management to American clients.
Finaport Asset Management Ltd.
★ New listing ★
Jean-Marie Mettraux from JM Conseil

US tax services for individuals, companies, fiduciaries and anyone with US and international tax related needs as well as citizenship and residence by investment.

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LFA | Serving US clients since 2009
Message from the CEO, Francesco Bernasconi
LFA
★ New listing ★
KayHan Swiss
Zurich, Switzerland

Professional, discreet and legal advisory services on citizenship and residency programs around the world, including private banking and financial solutions in Switzerland as well as relocation services and company incorporation.

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★ New listing ★
Zurich, Switzerland
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The Benefits of Offshore - Why to keep part of your wealth outside of the US
BFI Infinity
Christian Kälin in finews
"Selling Freedom to the Super Rich"
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Henley & Partners
Smiling House Luxury
★ New listing ★
US-based adviser

Apollon Wealth Management, LLC

Aiken, SC, USA
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★ New listing ★
Nathalie Scott, Founder, Geneva-based US lawyer
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US-based adviser
Alpen Wealth Advisory Group's Monthly Market Insights
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Alpen Wealth Advisory Group
Alessandro Balestra has joined REYL Overseas as a Senior Relationship Manager
REYL Overseas
Henley & Partners
The Montenegro Citizenship-by-Investment Program is now open and limited to just 2,000 applicants
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Henley & Partners
Daniel Zurbruegg from BFI Infinity on precious metals and alternative investments
BFI Infinity
★ New listing ★
CAPITAL TRUSTEES SA
Lugano, Zurich, Switzerland
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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.
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REYL Overseas
★ New listing ★

Roman Tschannen

Swiss Global Real Estate Advisor
based in Fort Lauderdale, FL, USA
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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
Citizenship is a booming business
Henley & Partners Switzerland
★ New listing ★
US-based adviser
Oliver Hohermuth, Principal, CEO

Rising Star Financial

Protect your wealth and assets through international diversification in both investments and jurisdictions.

Palm Beach Gardens, FL | Dallas, TX
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Stability, universality, responsibility and excellence

Especially during times of increasing volatility, the world's wealthy turn to Switzerland as a safe haven for the long-term preservation of their assets.  

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The smooth account opening process explained
Nigel Upton on LinkedIn
"Home-bias risk. Diversify it away!"
Belvoir Wealth Management
Citizenship & residence planning

"Like gold or AAA-rated sovereign securities, alternative residence and/or citizenship are a safe-haven investment — with the additional benefit of providing options for improved physical safety for HNW individuals and their families. Acquiring alternative residence or citizenship diversifies investor risk by providing optimal protection against global economic and political volatility. Not least, holding alternative residence or citizenship ensures access to an extended suite of opportunities for business, education, investment, and mobility.MORE

Henley & Partners
★ Updated listing ★
Meet the new team!
KENDRIS TRUSTEES (USA) LLC
LFA
The Forum Finance Group

Wealth Planning; Expats/Cross Border Planning; Socially Responsible Investing (ESG) - Alpen Wealth Advisory Group, Chicago,a Member of Advisory Services Network, LLC.

Alpen Wealth is committed to Sustainable, Responsible & Impact Investing strategies: Oliver Ernst, CFP®, CSRIC™ is one of only a handful of Illinois advisors with the Chartered SRI Counselors™ designation.

Meet Oliver Ernst
LFA - A focus on ESG investing
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LFA
Relief Procedures for Certain Former Citizens

The IRS announced procedures for certain persons who have relinquished, or intend to relinquish, their United States (U.S.) citizenship and who wish to come into compliance with their U.S. income tax and reporting obligations and avoid being taxed as a “covered expatriate” under section 877A of the U.S. Internal Revenue Code (IRC).

Some US citizens, born in the United States to foreign parents or born outside the United States to US citizen parents, may be unaware of their status as US citizens or the consequences of such status.

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HYPOSWISS Advisors Q4 2019 Review & Outlook
Investment views for the new quarter
HYPOSWISS Advisors

"We strive for excellence, by constantly raising our standards and working with the best people and companies in the world, and solely offering ethical gold and silver.  

Our aim is to provide unmatched wealth protection and privacy for our client base using gold and silver as money and a storage of wealth outside the banking system."

FAQ
Golden Suisse
From US-based advisor Kurt Mueller
Podcast FLIP
Apollon Wealth Management

Wondering what is new on 2019 Form 1040?

Pavla Melkova explains
★ New name ★
US tax experts
Zurich, Switzerland
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"Sailing to a land of opportunities"
Rene Marty, CEO, REYL Overseas
REYL Overseas
New Swiss Trusts Regulatory Regime Is Almost Here
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Trust advisers
More on permanent Swiss neutrality
Daniel Weitmann from Golden Suisse
Golden Suisse

CAPITAL TRUSTEES is delighted to congratulate their teammate Francesco Carlo Giorcelli on winning the STEP Founder’s Award for 2019! The Awards are given to STEP members who have made ‘an exceptional and outstanding long-term contribution to the Society'.

CAPITAL TRUSTEES
Interview with Pavla Melkova
Taxpat GmbH
★ 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.

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Bernarda Pesantez from BFI Infinity on Offshore PPLI for US investors
BFI Infinity
Bernarda Pesantez from BFI Infinity on why so many investors choose Switzerland
BFI Infinity
Interview with Jacopo Zamboni from Henley & Partners on Americans in Switzerland
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Henley & Partners
International Diversification - The safest jurisdictions for international custody and its options from Daniel Zurbruegg
BFI Infinity

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
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Henley & Partners
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.

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Alpen Wealth Advisory Group
★ New section for Fintech ★
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★ New section for Cybersecurity ★
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Citizenship & Residence Planning
The Henley Passport Index
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Henley & Partners
New 🌍ESG INVESTING section
What is BFI Infinity offering...
BFI Infinity
LFA in finews.ch (in English)
LFA listing
"The long-term AAA-rated environment for your assets...Switzerland!"
Rene Marty, CEO, REYL Overseas
REYL Overseas
Check out and subscribe to BFI Infinity's YouTube channel with Daniel Zurbruegg, CEO
BFI Infinity
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AWS 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.
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