★NEWS★

New listing!
Egon Vorfeld - Managing Partner

The Forum Finance Group, Geneva, Switzerland

A Swiss SEC-registered investment adviser serving US clients
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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 listing
New listing!

Roman Tschannen

Swiss Global Real Estate Advisor
based in Fort Lauderdale, FL, USA
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Justin Besterman has joined REYL Overseas as Executive Director and Senior Relationship Manager.
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 listing
Rainer Nigg, CEO of Ameliora Wealth-Management, a Swiss SEC-registered investment advisor in CityWire
"Clients are cutting back on US exposure"
Ameliora Wealth Management listing
rom BFI Infinity, a Swiss SEC-registered investment adviser tells how trade war tensions are affecting asset allocation.
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BFI Infinity listing
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
Holiday rentals and properties for sale available to American buyers
Smiling House listing
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 listing
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
Our February newsletter is here, and this month we look at the cyclicality of markets. Are cycles getting shorter? Is the information revolution shortening them?
Read our latest publication and don't hesitate to share your thoughts!
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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 listing
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 listing
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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Francesco Bernasconi, CEO of LFA, in the news...
"Lugano WM CEO: why small players will win the US market"
Anne Liebgott from 
AMERICANS WELCOME ★ SWITZERLAND
mentioned in the Reuters' article
"Swiss banks court rich Americans a decade after tax drama"
Citizenship and Residence Planning
Global Citizenship Review
Henley & Partners listing
FRESH PERSPECTIVE – INDEPENDENT APPROACH
LFA specializes in Swiss wealth management for US citizens and US persons
in the United States, Switzerland and abroad.
Martin Lessing, Co-President Global Wealth Management UBS, said at the Thomson Reuters "The Future of Wealth Management" event in Zurich...
...that with the world's increasing political volatility, investment diversification into other markets - moving away from a home-market bias - and investing in the longer-term, are his primary recommendations.
Explore international investment diversification "Made in Switzerland"
Swiss Wealth 2019: Forum Finance Group at the Top 50 awards ceremony
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Forum Finance Group listing
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 listing
In LOBNEK's June newsletter, they take a look at inflation and its conspicuous absence in the context of prolonged central bank intervention and mixed economical signals. What does it mean? Should you worry about your investments? 
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LOBNEK Wealth Management listing
Alpen Wealth is Growing!

Oliver Ernst, Head of Practice is pleased to announce that Susan Renard has joined Alpen Wealth Advisory Group as head of client services to assist in identifying and implementing administrative and communications initiatives to further enhance the service experience.

More about Alpen Wealth Advisory Group

 

"Very positive attitude towards banks - 2019 survey about the banks in Switzerland"

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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 listing
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 listing
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!

CANADA 🇨🇦

A new section specifically for Canada and Canadian citizens and residents has been added to 

AMERICANS WELCOME ★ SWITZERLAND
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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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