★NEWS★

#americanswelcome

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 ★

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
Citizenship is a booming business
Henley & Partners Switzerland
U.S. versus Global Investments: A paradigm shift?
Daniel Zurbruegg, CEO, BFI Infinity
BFI Infinity
René Marty from REYL Overseas on LinkedIn
"A gentle, thoughtful approach toward U.S. clients"
REYL Overseas
★ 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
Tapping the American dream: the Swiss WMs targeting US clients
LOBNEK Wealth Management
View the new client presentation
Professional global asset management company with Swiss standards
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FINAPORT
Grégoire Pictet, CEO of Pictet North America Advisors in the news!
Pictet North America Advisors SA
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
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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Review & Outlook 2020
LOBNEK Wealth Management

"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
INVESTMENT PERSPECTIVES 2020
The Forum Finance Group

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
Ameliora Wealth Management
Investment Outlook Q4 2019
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
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 Special section ★
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What is BFI Infinity offering...
BFI Infinity
LFA in finews.ch (in English)
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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
Interview with René Marty, CEO of REYL Overseas
"Why are U.S. investors an attractive group of clients?"
REYL Overseas
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"
LFA
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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LFA
Pictet North America Advisors in the news!
"Les banques suisses veulent reconquérir l’Amérique"
Pictet North America Advisors
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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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