★NEWS★  #AWSWITZERLAND

With a decision issued on April 12, 2022, the Swiss Financial Market Supervisory Authority FINMA granted Capital Trustees the license to operate as a professional trustee in Switzerland.

Barbara Demergazzi, Head Legal & Compliance of Capital Trustees, was asked to explain the reasons leading #FINMA to recognize the Firm's expertise:
1. a solid organization resulting from long term strategies and consolidated best practices. These have been acquired also thanks to the requirements we already satisfy as members of the SATC - The Swiss Association of Trust Companies. This allowed us to codify our existing operative models rather than having to reorganize them in light of the application process.
2. a strong risk management approach and conflicts of interest policy, which are part of our daily professional practice. This is in fact an important requirement for both FINMA and the Supervisory Organization.
3. establishing an open dialogue with the Authorities. Since processes are not standardized, this has been crucial in order to make the whole application more efficient.
CAPITAL TRUSTEES

NEW PORTFOLIO MANAGER

NEW PORTFOLIO MANAGER 

"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".

ANNOUNCEMENT pdf
AVALOR INVESTMENT

AWARD WINNER OF THE CATEGORY "SERVING NORTH AMERICAN CLIENTS"

INVESTMENT MIGRATION INSIGHTS
"The Americas region is booming — between 2019 and 2021, Henley & Partners saw a spike of 320% in new enquiries from the region. Demand has predominantly been driven by geopolitical upheaval in the USA along with shifting political dynamics in several Latin American countries, as well as the global coronavirus pandemic (and its local mismanagement) and the associated travel restrictions and mobility risk.
American citizens were by far the number one consumer of residence and citizenship by investment programs in the region — in 2021, 68.5% of new enquiries from the Americas came from the USA. This upward trend is continuing as Henley & Partners America has already received over 166% of 2021 enquiries by early February 2022, making 2022 on track to be another year of growth."
HENLEY & PARTNERS

NEW PARTNER 

ROGER GROEBLI RETURNS TO REYL OVERSEAS INTESA SANPAOLO AS CEO

GLOBAL CITIZENSHIP PROGRAM INDEX

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.

GLOBAL RESIDENCE PROGRAM INDEX

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.

HENLEY & PARTNERS
DANIEL ZURBRUEGG, CEO OF BFI INFINITY, A MEMBER OF THE BFI CAPITAL GROUP
BFI INFINITY
LFA is the US-dedicated member of the LFG Group
Citywire Switzerland - LFG Group
LFA
BFI INFINITY

A member of the BFI Capital Group

Invest in real estate and acquire alternative residence or citizenship

Investment Migration Real Estate Index 2022

Henley & Partners

RETO METTENLEITER, PRIVATE CLIENT SERVICES HAS JOINED ALPEN PARTNERS, ALPENPARTNERS INTERNATIONAL

ALPEN PARTNERS (for an international clientele including Canadians)
ALPEN PARTNERS INTERNATIONAL (for US clients)
Cross border payments and FX risk management

SUBSCRIBE TO DEAGLO'S DAILY CURRENCY MARKET NEWS

DEAGLO

Resilience-Building Residence and Citizenship Programs Have Proven Their Worth

Dr. Juerg Steffen

Dr. Juerg Steffen is CEO of Henley & Partners and author of books on high-net-worth relocation to Austria and Switzerland.

ARTICLE
HENLEY & PARTNERS

"Use Your IRA to Invest Internationally"

with Jamie Vrijhof-Droese, Managing Partner of WHVP, Zurich

PODCAST
WHVP

COMPLIMENTARY EBOOK 

Private Wealth Management in Switzerland

Download a copy
LFA

LFA Launches New Website

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. 

LFA

BFI Infinity Insights  January 2022 FROM CEO, DANIEL ZURBRUEGG

"A post-pandemic world is emerging"

BFI INFINITY

NEW CEO OF PICTET NORTH AMERICA ADVISORS, GENEVA & ZURICH

Karine Genevey, CEO

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.

PICTET NORTH AMERICA ADVISORS

Citizenship & Residence planning

NATHALIE A. CALDELARI-MOCCETTI JOINS BASELINE WEALTH MANAGEMENT AS CHIEF COMPLIANCE OFFICER

BASELINE WEALTH MANAGEMENT

NEW ON AWSWITZERLAND

NORBERT SOMMERFELD, CPA / EA

US & SWISS TAX ADVISORS

Basel, Switzerland
MORE

Special Report

The Emerging World of Digital Assets - Why and How to Participate

By Frank Suess, Founding Partner & Executive Chairman of the BFI Capital Group
BFI Infinity is a member of the BFI Capital Group
BFI INFINITY

The Lesson Covid Taught Us About Safe Boxes and Storage Services for Gold

by Scott Schamber, Managing Director, BFI Bullion
BFI Bullion is a member of the BFI Capital Group
BFI BULLION

MICHEL CORMINBOEUF JOINS BASELINE WEALTH MANAGEMENT AS PARTNER

BASELINE WEALTH MANAGEMENT

Vontobel to acquire UBS’s Swiss Financial Advisers business serving US clients seeking geographic diversification

MORE
Meet Jacqueline Hess, CEO
of Vontobel Swiss Wealth Advisors, Zurich, Geneva, New York and soon Miami

LFA - The most important milestones in 2021

MORE pdf
LFA

NEW on Aw★Switzerland

CRYPTOCURRENCIES

NEW ON AW★SWITZERLAND

SEC-REGISTERED

vontobel swiss wealth advisors AG

Jacqueline Hess, CEO
Zurich, Geneva, New York
MORE

BERTRAND MOLLIERE, PARTNER

New Partner at Alpen Partners | Alpen Partners International
ALPEN PARTNERS (for Canadian clients)
ALPEN PARTNERS INTERNATIONAL (for US clients)

SWISS WEALTH MANAGEMENT TALK

"INVESTMENT STRATEGIES"

...and travel plans to the United States in November, December 2021 and January, February 2022

Helm Advisors welcomes Charlie Willcox, a FATCA and CRS expert to the team!

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.

HELM ADVISORS

Switzerland is still the leading centre in terms of competitiveness, size and performance.

New Partner at Alpen Partners International

André Blauth

Sustainability is key for the Swiss financial centre

"Building the safest private bank in the world."

NEWS RELEASE
GOLDEN SUISSE

Hyposwiss Advisors SA has been authorized by FINMA as an independent Portfolio Manager to pursue its strong growth as an international wealth management company.

ANNOUNCEMENT

HYPOSWISS ADVISORS

In Switzerland we've always cared deeply for nature. Sustainability is in our DNA. Learn more about our strategy to preserve Switzerland as a sustainable travel destination – for generations to come.

MORE

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.

BEST RESIDENCE-BY-INVESTMENT CITIES FOR BUSINESS INDEX
HENLEY & PARTNERS
Cross border payments and FX risk management
Intelligence Center
DEAGLO

PICTET NORTH AMERICA ADVISORS

Geneva & Zurich

PNAA WEEKLY VIEWS
PICTET NORTH AMERICA ADVISORS

Services Dedicated to Athletes and Entertainers

"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."

ARTICLE
ALPEN PARTNERS INTERNATIONAL

BASELINE WEALTH MANAGEMENT

(SEC-registered and formerly known as Alpenrose Wealth Management International)

The CEO of swisspartners Advisors (SPA), Dominique J. Spillmann

speaks with Meir Rabkin, Managing Director at Henley & Partners, about Swiss banking, asset management, asset protection, geographical diversification, and much more.
swisspartners ADVISORS
HENLEY & PARTNERS

"Switzerland: A safe country for storing private gold"

by David Leander from Swiss Gold Safe, Switzerland and Liechtenstein
MORE

Interview with Giuseppe Macaluso, Managing Director 

CAPITAL TRUSTEES is a professional Swiss trust company specialized in trust set-up and administration.
MORE
CAPITAL TRUSTEES
AWSWITZERLAND in the news!

How US Links Bear Fruit For An American-Swiss Business

MORE

The SEC addresses the issue of international investments for US investors.

Ready for jurisdictional and international investment Diversification?

MORE

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

Privately vaulted gold and silver in switzerland

Daniel Zurbruegg - CEO
Anne Liebgott from AW★SWITZERLAND on
Mission Money Matters with Adam Torres
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