★NEWS★

#americanswelcome

FINAPORT Asset Management is the Swiss SEC-registered member of the FINAPORT group, providing asset management to American clients.
★ 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
★ 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
★ 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
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 

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
★ 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
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"
★ New section for Real estate 
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Holiday rentals and properties for sale available to American buyers
Smiling House Luxury
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
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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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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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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"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

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
New Swiss Trusts Regulatory Regime Is Almost Here
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Trust advisers
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
★ 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
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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Citizenship & Residence Planning
The Henley Passport Index
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Henley & Partners
★ New 🌍ESG Special section ★
What is BFI Infinity offering...
BFI Infinity
LFA in finews.ch (in English)
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LFA listing
Interview with René Marty, CEO of REYL Overseas
"Why are U.S. investors an attractive group of clients?"
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
New!
LFA offers ESG Investing mandates to US clients
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