★NEWS★

"Who is Global Gold and what makes it unique?"
Global Gold
LOBNEK Newsletter August 2019

"More Than Just a Summer Break"

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LOBNEK Wealth Management
★ New listing ★
CAPITAL TRUSTEES SA
Lugano, Zurich, Switzerland
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"2 reasons why you should invest internationally RIGHT NOW"
Daniel Zurbrügg, CEO of BFI Infinity
BFI Infinity

"The New Environment for US Citizens in Switzerland"

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★ New listing ★
Egon Vorfeld - Managing Partner

The Forum Finance Group, Geneva, Switzerland

A Swiss SEC-registered investment adviser serving US clients
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REYL Overseas is a member of the REYL Group.
REYL & Cie received the Outstanding Private Bank for UHNW Clients award at Private Banker International’s ceremony held in London, June 13, 2019.
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REYL Overseas
★ New listing ★

Roman Tschannen

Swiss Global Real Estate Advisor
based in Fort Lauderdale, FL, USA
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Justin Besterman has joined REYL Overseas as Executive Director and Senior Relationship Manager.
REYL Overseas
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.
Pictet North American Advisors
rom BFI Infinity, a Swiss SEC-registered investment adviser tells how trade war tensions are affecting asset allocation.
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BFI Infinity
Citizenship is a booming business
Henley & Partners Switzerland
Message from the Founder and CEO, Mariett Ramm
U.S. versus Global Investments: A paradigm shift?
Daniel Zurbruegg, CEO, BFI Infinity
BFI Infinity
René Marty from REYL Overseas on LinkedIn
"A gentle, thoughtful approach toward U.S. clients"
REYL Overseas
The Key Box Storage Solution
Global Gold
"The right move or a red flag? WMs react to the Fed’s dovish turn"
Daniel Zurbruegg in Citywire
BFI Infinity
★ New section for Real estate ★
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Holiday rentals and properties for sale available to American buyers
Smiling House
U.S. tax specialists focused on your U.S. tax needs
Meet Grensy Quintero, CPA - Senior Manager
Moore Stephens Emerson GmbH
Marc Moret, CEO of LOBNEK Wealth Management in the news on Citywire
Tapping the American dream: the Swiss WMs targeting US clients
LOBNEK Wealth Management
View the new client presentation
Professional global asset management company with Swiss standards
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FINAPORT
For the first time, Citywire Switzerland’s Top50 report reveals Switzerland and Liechtenstein’s most influential independent asset managers.
LFA on page 32 of CityWire's TOP 50 magazine
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LFA
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.
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New!
LFA offers ESG Investing mandates to US clients
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LFA
LOBNEK Wealth Management in the news!
"Wealth managers reveal what to expect from 2019" with Gianpiero Sturzo
LOBNEK Wealth Management
"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."
BFI Infinity
HYPOSWISS ADVISORS in the news!
HYPSWISS ADVISORS
Geneva Advisory expands to Zurich
HYPOSWISS ADVISORS
★ New listing ★
Welcome to AW★S' first US-based adviser!
ALPEN WEALTH Advisory Group
Chicago, IL, USA
ALPEN WEALTH
From the Swiss Banking Association and the Boston Consulting Group
Switzerland - A strong hub for investment management
HYPOSWISS
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.
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Francesco Bernasconi, CEO of LFA, in the news...
"Lugano WM CEO: why small players will win the US market"
LFA
Anne Liebgott from 
AMERICANS WELCOME ★ SWITZERLAND
mentioned in the Reuters' article
"Swiss banks court rich Americans a decade after tax drama"
Citizenship and Residence Planning
Global Citizenship Review
Henley & Partners
FRESH PERSPECTIVE – INDEPENDENT APPROACH
LFA specializes in Swiss wealth management for US citizens and US persons
in the United States, Switzerland and abroad.
An introduction to LFA, a Swiss SEC-registered investment adviser serving US clients (pdf)
LFA

CANADA 🇨🇦

A new section specifically for Canada and Canadian citizens and residents has been added to 

AMERICANS WELCOME ★ SWITZERLAND
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Reported by Reuters
Fitch Affirms Switzerland at 'AAA'; Outlook Stable
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Beck Asset Management Ltd.
BFI Infinity's Q3 Investment Outlook
BFI Infinity
★ New section for Fintech ★
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★ New section for Cyber security ★
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Global Gold's The Digger Quarterly July 2019
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Global Gold
The mid-year review is online! Check out the recommendations for the second half of the year.
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The Forum Finance Group
Citizenship & Residence Planning
The Henley Passport Index
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Henley & Partners
 mentions ongoing plans for REYL Overseas Ltd and the REYL Group's values. 
REYL Overseas
Swiss Wealth 2019: Forum Finance Group at the Top 50 awards ceremony
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Forum Finance Group
★ New 🌍ESG Special section ★
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★ New listing ★

JM METTRAUX CONSEIL

US tax matters | Citizenship and residence planning
Zurich, Switzerland
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What is BFI Infinity offering...
BFI Infinity
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.

More about Alpen Wealth Advisory Group

 

"Very positive attitude towards banks - 2019 survey about the banks in Switzerland"

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Does distance matter when choosing a wealth manager?

LFA in finews.ch (in English)
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LFA listing
"The long-term AAA-rated environment for your assets...Switzerland!"
Rene Marty, CEO, REYL Overseas
REYL Overs
"Fear of fees? WMs reveal their charging structures"
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LOBNEK Wealth Management
Check out and subscribe to BFI Infinity's YouTube channel with Daniel Zurbruegg, CEO
BFI Infinity
LFA 10th Year Anniversary!
Message from Francesco Bernasconi, CEO
LFA
★ New section for Precious metals ★
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Global Gold
Interview with René Marty, CEO of REYL Overseas
"Why are U.S. investors an attractive group of clients?"
REYL Overseas
★ New listing ★
U.S. tax specialists focused on your U.S. tax needs
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LFA in the news on CityWire
How clients pushed a Lugano WM to adopt ESG
LFA
Karolina Bakari has joined HYPOSWISS ADVISORS in their new Zurich Representative Office as a Relationship Manager.
Meet Karolina Bakari
HYPOSWISS ADVISORS SA, Geneva
has a new Representative Office in Zurich
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Francesco Bernasconi, CEO of LFA on LinkedIn Pulse
"The Swiss dimension is a dimension of safety for an investment portfolio"
LFA
Swiss Money Management goes American!
Daniel Zurbruegg, BFI Infinity
"Swiss Money Management goes American! Find out about our new U.S. custody solution and how you can access the world's most promising investment markets without keeping your money offshore."
BFI Infinity
Pictet North America Advisors in the news!
"Les banques suisses veulent reconquérir l’Amérique"
Pictet North America Advisors
Francesco Bernasconi, CEO of LFA, a Swiss SEC-registered wealth manager, on LinkedIn 
UBS, Vontobel...LFA
LFA
★ New section for US-based advisers ★
In their quest to provide their clients with added-value and advise them on adding an international dimension to their US-based investment portfolios, US advisers have developed relationships with Swiss wealth managers, tax advisers, trustees and other wealth-management related service providers.
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Grégoire Pictet, CEO of Pictet North America Advisors in the news!
Pictet North America Advisors SA
BFI Infinity, a Swiss SEC-registered investment adviser
BFI Infinity blog
BFI Infinity
Daniel Zurbruegg from BFI Infinity writes for ORBIS28.
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BFI Infinity
"The Canton of Zurich and the Zurich Banking Association work to create the conditions in which the banking center can flourish."
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Zurich moves up the ranks significantly to the top 10 of the world's financial centers, according to the twenty-fourth edition of the Global Financial Centres Index (GFCI 24).
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★ New listing ★
US Tax & Financial Services
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See the video from BECK Asset Management with Isak Mosbacher
BECK Asset Management
Geneva WM CEO: 'I'm very pro-America'
LOBNEK Wealth Management
Watch the new video from
LOBNEK Wealth Management with Marc Moret, CEO
LOBNEK Wealth Management
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AMERICANS WELCOME ★ SWITZERLAND 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.
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