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.
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."
Anne Liebgott from AW★SWITZERLAND on
Mission Money Matters with Adam Torres
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:
★ 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.
★ New listing ★
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
★ Meet ★
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.