★NEWS★  #awswitzerland

BFI Infinity is the SEC-registered member of the BFI Capital Group

BFI's Fireside Conversation IV - Tuesday, DECEMBER 8, 5pm CET

"NEW ERA IMPLICATIONS FOR INVESTMENTS AND ASSET ALLOCATION"

Sign up for the Fireside Conversation (Zoom)

BFI Infinity

HYPOSWISS ADVISORS 

REVIEWs & OUTLOOKs | PUBLICATIONS 

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HYPOSWISS ADVISORS
Cross Border Payments and FX Risk Management
DEAGLO Currency Reports CHF/USD
DEAGLO
“We haven’t seen the likes of this before,” said Paddy Blewer, a London-based director at citizenship and residency-advisory firm Henley & Partners, referring to queries from U.S. individuals. “The dam actually burst -- and we didn’t realize it -- at the end of last year, and it’s just continued getting stronger.”
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Henley & Partners, Zurich and Geneva
Swiss Asset Management Talk with host Jamie Vrijhof-Droese from WHVP and guest, Rainer Nachbauer from Kaiser Partner Private Bank in the AAA-rated Principality from Liechtenstein
WHVP
★ New listing 

US-based adviser

KEVIN J. MOORE & ASS0CIATES

Pasadena, CA

The law firm of Kevin J. Moore & Associates provides sophisticated estate planning services to its clients. This includes the creation and implementation of estate and tax plans to minimize tax exposure and shield assets from lawsuits and creditors, as well as the administration of estates through the trust and probate process.

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Newest edition of 

The Swiss View Newsletter

WHVP

US INVESTORS CAN ESTABLISH A SWISS NEST EGG

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René Marty, CEO of REYL Overseas

"NETWORKING IN AN ONLINE WORLD."

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REYL Overseas
The Forum Finance Group's November 2020 monthly newsletter

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The Forum Finance Group
Daniel Zurbruegg, CEO of BFI Infinity
BFI Infinity
★ New listing 
Marc-André Sola, Chairman
Tax Optimization: The 1291 Ohio Pension Plan (1291OPP)

The 1291OPP is a pension plan under Malta law, specially tailored for American citizens or residents. While the plan is governed by Maltese law, the U.S. / Malta double tax treaty (signed in 2010), proves to be very effective and makes Maltese pension plans very attractive to American members. The plan allows investors to make unlimited contributions - also contributions in kind - and to grow the funds virtually without exposure to Maltese or U.S. taxation.

When the member reaches age 50, withdrawals can start. Payments can be structured as tax-free lump sum payments or as taxable annual income payments.

Factsheet pdf
1291 Group
Alpen Partners International is proud to announce Veronika Künzler and Pierre Tissot as the co-heads of Alpen Partners' Environmental, Social, and Corporate Governance (ESG) division.
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Alpen Partners International
Citizenship & Residence Planning

The Wealthy Have Their Election Escape Plan Ready

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New at HYPOSWISS ADVISORS, Zurich

Stephanié Egger-Fratini - Relationship Manager for Canadian clients 🇨🇦 

HYPOSWISS ADVISORS is registered as a Portfolio Manager with the Ontario Securities Commission (OSC), the Québec Autorité des Marchés Financiers (AMF), the Alberta Securities Commission (ASC) and the British Columbia Securities Commission (BCSC).

HYPOSWISS ADVISORS

Big Changes Come For Swiss External Asset Managers; Future Looks Positive

Tom Burroughes, Group Editor, London, 2 November 2020

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LOBNEK Wealth Management's November 2020 newsletter

"Boolean Thinking in a Fuzzy World"

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LOBNEK Wealth Management
Citizenship & Residence Planning

On October 13, 2020, Henley & Partners published a new Henley Passport Index. How has the Henley Passport Index been impacted by closed borders? Which countries are American citizens now looking to and why?

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Henley & Partners
Al Emid, US financial journalist, writes in the Iris blog about international investment diversification mentioning Anne Liebgott and the Swiss platform AW★SWITZERLAND for US clients.
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Interview with the CEO, Dominique Spillmann

"The three main reasons why U.S. investors consider Switzerland are, first, the desire to diversify their portfolio geographically, second, to find the best place for custody of their asset protection structures and assets, and finally, to work with specialists in a truly global investment universe."

swisspartners Advisors
CITIZENSHIP & RESIDENCE PLANNING

Henley & Partners’ 14th Global Citizenship Conference

The world’s largest and most significant on investment migration — will be held this year as a virtual event.

It will take place between 10–26 November 2020 in the form of a series of webinars featuring pre-eminent specialists in the investment migration field as well as government ministers, international due diligence firms, distinguished academics, and others who are leaders in their fields.

Register for the event
Henley & Partners
★ New listing 

US-based adviser

David Warren – Co-Founder and Chairman of the Board of Bridgeford Trust Company and President/CEO of Bridgeford – sits down with guest, Jamie Vrijhof-Droese – Managing Partner at WHVP – for a discussion on WHVP’s origins, focus, and services as well as their work with U.S. citizens.

PODCAST "Managing the Funds of Private Clients"

WHVP
★ Special Report 
SEC-registered, BFI Infinity is a member of the BFI Capital Group

On the Brink of a New Era - Are You Prepared?

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BFI Infinity
Urs Vrijhof-Droese from WHVP, Zurich a Swiss SEC-registered investment adviser on Swiss bank accounts for US clients with Angelo Robles from the Family Office Association
WHVP
Ameliora Wealth Management's Investment Outlook Q4 2020

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Ameliora Wealth Management

Enforcing U.S. Judgments in Switzerland

by Michael Donev, Esq.

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swisspartners Advisors

Commodities: A Tectonic Shift Underway

by Dirk Steinhoff from BFI Infinity, a member of the BFI Group
BFI Infinity
In this day and age, many people have international investments around the globe so they can geographically diversify their portfolios. For Americans, Europe has always been a viable place for investments. In particular, France has been an important market.

Investments in France? Here is what you need to know.

By Michael Donev, Esq.

swisspartners Advisors
Hangama Wanner, founder of KayHan Swiss
"Could the current worldwide economic crisis and uncertainty be an unprecedented opportunity for the Residency and Citizenship by Investment industry?"
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KayHan Swiss

★NEW LISTING★

Swiss SEC-registered investment advisor

ALPEN PARTNERS INTERNATIONAL AG

Zurich, Bäch, Switzerland
with Pierre Gabris, CEO
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An American South Dakota Trust from Bridgeford Trust Company in Pierre and Sioux Falls, SD together with the Swiss SEC-registered asset manager WHVP in Zurich is a powerful combination.

Sune Sorensen, Partner at the Malgrem Strategic Institute (MSI), and Partner at BFI Infinity, writes for the BFI Capital Group
Under the "Macroscope": The Decade Ahead

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BFI Infinity

Rue du Général-Dufour 20, 1204 Geneva, Switzerland 

+41 58 258 17 50
geneve@bratschi.ch
bratschi.ch

Bratschi Ltd.
In the Global Innovation Index 2020, Switzerland is the world’s most-innovative economy.

sigma resilience index 2020: global resilience put to the pandemic test

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★ New listing 
Stella Wolfsgruber, Partner

AVALOR INVESTMENT AG

Zurich, Switzerland
To serve US clients, Avalor, a leading, independent Swiss wealth manager is registered with the SEC.
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★ New listing 

GLOBAL GOLD

Zurich-Ebmatingen
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Thanks to its environmental expertise, quality awareness and a strong financial sector with extensive specialist knowledge, Switzerland is already well positioned to increase sustainable investments.

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There are Swiss SEC-registered wealth managers dedicated to ESG/sustainable investing.
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Did You Know about Lombard Lending?

"Recently, I realized that many of our clients are not aware of the possibility of Lombard Lending. One of my clients was racking his brain about how to finance a project without liquidating his investments with us. I was surprised about his surprise when I told him about the option of using his portfolio as collateral for a private bank loan. Yes, you can retain your portfolio investments while increasing your financial flexibility."

Article by Daniel Zurbruegg, CEO, BFI Infinity

Privately vaulted gold and silver in switzerland

The origins of the Pictet Group
Pictet North America Advisors PNAA registered with the SEC in 2007 to serve US and Canadian clients.
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Want To Escape From America? 12 Countries Where You Can Buy Citizenship

(And A Second Passport)

Read the article

Henley & Partners
Meet Frank Suess, Partner and Executive Chairman of BFI Infinity, SEC-registered and dedicated to serving US clients.
BFI Infinity

WealthBriefing

Swiss External Asset Management Awards for Excellence 2021

A Swiss SEC-registered investment adviser will receive the award in the category:

SERVING NORTH AMERICAN CLIENTS 

Awarded to a manager with an outstanding separate and identifiable offering to North American clients. 

AW★SWITZERLAND is category sponsor.

Overview

Rene Marty is CEO of REYL Overseas, the SEC-registered, US-dedicated arm of the REYL Group.
REYL Overseas
Swiss, SEC-registered HIA Helvetia Investment Advisors has a new website!
HIA Helvetia Investment Advisors
Minimum amount of investment USD 100,000

Congratulations to Darlene Hart, CEO of US Tax & Financial Services and her teams in Geneva, Zurich and abroad to 30 years of excellent work!

"Understanding tax obligations, particularly the complex US tax system in connection with the exchange of information on a global scale requires a specialist team that works in this environment every day."

US Tax & Financial Services
Swiss Asset Management Talk with host Jamie Vrijhof-Droese from WHVP and guest, Pavla Melkova, US tax expert from Taxpat on services for US clients.
WHVP
Taxpat
Daniel Zurbruegg - CEO
Marc Moret, CEO of LOBNEK Wealth Management, Geneva, a Swiss SEC-registered investment advisor in Citywire June 2020
See the full Citywire report
LOBNEK Wealth Management
Anne Liebgott from AW★SWITZERLAND on
Mission Money Matters with Adam Torres
CITIZENSHIP AND RESIDENCE PLANNING
"The Ultra-Rich Are Now Buying ‘Pandemic Passports’ So They Can Move to Safer Countries
Applications for new nationalities have increased 42 percent since last year, according to citizenship broker Henley & Partners."

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Henley & Partners

US-based adviser

"In a Utopian Land of Milk and Honey"

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Rising Star Financial
Frank Suess - Partner & Executive Chairman
BFI Infinity

A member of the BFI Group

★ New Section 

Henley Passport Index has measured passport power for the past 16 years, but global mobility has fundamentally been grounded by COVID-19 with more than half the world’s population living in lockdown.

However, the pandemic might make both HNWI and sovereign states reconsider their perception of investment migration.

In fact, we believe that post-pandemic, demand will grow, both from globally-minded HNWIs but just as importantly from sovereign states that recognize investment migration’s unique ability to create societal value through a debt free injection of capital into an economy, creating new employment and potentially driving significant economic diversification and growth.

For more information about your alternative residence and citizenship options:

Jacopo Zamboni
Henley & Partner
★ Meet 
Hangama Wanner, Founder & Managing Partner
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 
Giampaolo Bonalumi, CEO

HIA Helvetia Investment Advisors SA

Lugano, Switzerland

SEC-registered, independent Swiss investment advisor

Minimum amount of investment USD 100,000

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FINAPORT Asset Management is the Swiss SEC-registered member of the FINAPORT group, providing asset management to American clients.
"Switzerland is resistant and innovative during times of crisis"

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★ New listing 
Dominique Spillmann
Michael Donev, Esq.

swisspartners Advisors

Zurich, Switzerland

SEC-Registered investment advisor, serving US and Canadian clients

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★ 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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★ Updated listing 
Meet the new team!
KENDRIS TRUSTEES (USA) LLC
★ Meet 
Susanna Giase
Director, Senior Client Advisor, CFP
BELVOIR Wealth Management, Zurich, Switzerland

Since 2004, BWM is an independent, SEC Security and Exchange Commission-registered, multi-family office based in Zurich.

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