★NEWS★

#americanswelcome

★ 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
The Benefits of Offshore - Why to keep part of your wealth outside of the US
BFI Infinity
BFI Infinity InSights | November 2019
“Mid-Cycle Slowdown” after 10 years of growth?
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BFI Infinity
HYPOSWISS Q3 2019 Review & Outlook
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HYPOSWISS Advisors
Henley & Partners
The Montenegro Citizenship-by-Investment Program is now open and limited to just 2,000 applicants
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Henley & Partners
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.
Daniel Zurbruegg from BFI Infinity on precious metals and alternative investments
BFI Infinity
★ 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
"Who is Global Gold and what makes it unique?"
LOBNEK Newsletter August 2019

"More Than Just a Summer Break"

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LOBNEK Wealth Management
★ New listing 
CAPITAL TRUSTEES SA
Lugano, Zurich, Switzerland
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"The New Environment for US Citizens in 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
rom BFI Infinity, a Swiss SEC-registered investment adviser tells how trade war tensions are affecting asset allocation.
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BFI Infinity
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
★ New section for Real estate 
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Holiday rentals and properties for sale available to American buyers
Smiling House
U.S. tax specialists focused on your U.S. tax needs
Marc Moret, CEO of LOBNEK Wealth Management in the news on Citywire
Professional global asset management company with Swiss standards
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FINAPORT
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.
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New!
LFA offers ESG Investing mandates to US clients
LOBNEK Wealth Management in the news!
"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."
BFI Infinity
HYPOSWISS ADVISORS in the news!
HYPSWISS ADVISORS
★ New listing 
Welcome to AWS' first US-based adviser!
ALPEN WEALTH Advisory Group
Chicago, IL, USA
ALPEN WEALTH
From the Swiss Banking Association and the Boston Consulting Group
Switzerland - A strong hub for investment management
HYPOSWISS
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.
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MONEYMASTERS TV interview with Anne Liebgott on Swiss wealth management for US clients
★ 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
US IRS tells banks not to close accounts just because of missing tax ID number: FATCA
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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
Ameliora Wealth Management

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

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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Global Gold's The Digger Quarterly July 2019
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Global Gold
Citizenship & Residence Planning
The Henley Passport Index
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Henley & Partners
★ New 🌍ESG Special section ★
★ New listing 

JM METTRAUX CONSEIL

US tax matters | Citizenship and residence planning
Zurich, Switzerland
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What is BFI Infinity offering...
BFI Infinity
LFA in finews.ch (in English)
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LFA listing
"Fear of fees? WMs reveal their charging structures"
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LOBNEK Wealth Management
LFA 10th Year Anniversary!
Message from Francesco Bernasconi, CEO
LFA
★ New section for Precious metals 
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Interview with René Marty, CEO of REYL Overseas
"Why are U.S. investors an attractive group of clients?"
★ New listing 
U.S. tax specialists focused on your U.S. tax needs
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Karolina Bakari has joined HYPOSWISS ADVISORS in their new Zurich Representative Office as a Relationship Manager.
Meet Karolina Bakari
HYPOSWISS ADVISORS SA, Geneva
has a new Representative Office in Zurich
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Francesco Bernasconi, CEO of LFA on LinkedIn Pulse
"The Swiss dimension is a dimension of safety for an investment portfolio"
Swiss Money Management goes American!
Daniel Zurbruegg, BFI Infinity
"Swiss Money Management goes American! Find out about our new U.S. custody solution and how you can access the world's most promising investment markets without keeping your money offshore."
BFI Infinity
Francesco Bernasconi, CEO of LFA, a Swiss SEC-registered wealth manager, on LinkedIn 
UBS, Vontobel...LFA
★ New section for US-based advisers 
In their quest to provide their clients with added-value and advise them on adding an international dimension to their US-based investment portfolios, US advisers have developed relationships with Swiss wealth managers, tax advisers, trustees and other wealth-management related service providers.
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BFI Infinity, a Swiss SEC-registered investment adviser
BFI Infinity blog
Daniel Zurbruegg from BFI Infinity writes for ORBIS28.
"The Canton of Zurich and the Zurich Banking Association work to create the conditions in which the banking center can flourish."
Zurich moves up the ranks significantly to the top 10 of the world's financial centers, according to the twenty-fourth edition of the Global Financial Centres Index (GFCI 24).
★ New listing 
US Tax & Financial Services
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AMERICANS WELCOME ★ SWITZERLAND 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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