★NEWS★  #awswitzerland

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.

From Citywire Switzerland's Fund Data Manager article
"EMs vs DMs: Where do wealth managers think ESG is most effective?"
Elio Barzilay from SEC-registered HYPOSWISS Advisors serving US and Canadian clients

Elio Barzilay

Hyposwiss Advisors

When considering ESG investments, the distinction between developed and emerging markets seems a bit artificial, as most of the global companies have operations, supply chains and sales on both sides of the divide. Moreover, even blue-chip companies listed in ‘developed markets’ and deemed ‘sustainable’ do not have 100% ESG-compatible activities, and arbitrages between conflicting objectives need to be performed. International pharmaceutical companies are a telling example.

Although repeatedly recognised as very sustainable by the Dow Jones Sustainability index, they conduct animal testing to develop life-saving treatments.

Other examples include electric car and battery companies, which use metals and rare-earth elements from countries known for government corruption and poor labour conditions.

In this context, the question is not where the company is listed but what the company stands for. Our strategy is to define top ESG goals, openly communicate them to our clients and select the most relevant investments accordingly.

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
The Forum Finance Group's September 2020 monthly newsletter

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The Forum Finance Group

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.
LOBNEK Wealth Management's September 2020 newsletter

"BEWARE THE SUBTLE INFLECTION POINTS"

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LOBNEK Wealth Management

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

‘Do not glorify the recovery’, Zurich IAM warns

Article

WHVP

Newest edition of 

The Swiss View Newsletter

WHVP

Inflation could be arriving sooner than we thought

by Dirk Steinhoff from BFI Infinity, a member of the BFI Group

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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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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.