"It is with great pleasure that Zurich-based Avalor Investment AG announces that, on 2 March 2022, it was granted approval as a Wealth Manager under the Financial Institutions Act (FINIG) by the Swiss Financial Market Supervisory Authority FINMA within just 40 days. Avalor is thus one of the "early movers".
The Henley & Partners Global Citizenship Program Index provides a comprehensive benchmarking of the world’s 14 most important citizenship programs. Indispensable for all those considering citizenship by investment, this interactive tool enables investors to select the factors that matter most to them and their families.
The Henley & Partners Global Residence Program Index provides a comprehensive benchmarking of the world’s 25 most important residence programs. Indispensable for all those considering residence by investment, this interactive tool enables investors to select the factors that matter most to them and their families.
A member of the BFI Capital Group
Dr. Juerg Steffen is CEO of Henley & Partners and author of books on high-net-worth relocation to Austria and Switzerland.
LFA is thrilled to announce the launch of our new and improved website! The new site went live on January 19, 2022. The updated look and feel will make it easier to find information, read about what matters to you and your finances, and tocontact us if you have any questions.
Before joining Pictet North America Advisors SA (“PNAA”) in January 2022 as Chief Executive Officer, Karine Genevey was previously Head of Diversity & Inclusion at Banque Pictet (2020-2021), Head of Advisory at Pictet Wealth Management and Head of Investment Solutions at Banque Pictet (2015-2020). Prior to that, she was Head of Capital Markets at Deutsche Bank (2010-2015).
She holds a Ph.D. in Partial Differential Equations from University of Pierre-et-Marie Curie, Paris, and a MBA from INSEAD.
Karine and her team will be happy to answer any questions about Pictet’s services offering for private clients in North America.
Citizenship & Residence planning
Charlie has unparalleled experience in financial services – spanning Switzerland, the UK, its Crown Dependencies and Overseas Territories -- with a particular focus on risk management and control functions.
Charlie’s outstanding profile will reinforce Helm’s extensive client offerings and services, focused on robust and strategic solutions relating to multi-jurisdictional tax, wealth planning and succession issues.
Hyposwiss Advisors SA has been authorized by FINMA as an independent Portfolio Manager to pursue its strong growth as an international wealth management company.
Henley & Partners in partnership with Deep Knowledge Analytics has launched the Best Residence-by-Investment Cities for Business Index. This unique new index ranks the leading 25 capitals and cities around the world that international entrepreneurs, company owners, professionals and HNWIs can acquire residence in through investment migration programs. Using an interactive tool, users can select the different factors that matter most to them to make strategic, data-driven decisions about where best to locate their headquarters, executives, employees, and themselves and their families in the current and post-pandemic landscape.
"Professional athletes and entertainers are subject to unique circumstances, especially those who have a quickly growing career. This article looks at the challenges high-profile entertainers and athletes face and how our dedicated team appeases those concerns."
(SEC-registered and formerly known as Alpenrose Wealth Management International)
"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."