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.
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.
"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."
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.
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.
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.