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.
By Michael Donev, Esq.
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
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.
A full-service law firm, Bratschi Ltd. offers national and international clients a broad range of first-class legal services, providing clients with one-stop assistance, including notarial services. Bratschi is present in seven major business centers in Switzerland.
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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."
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:
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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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Oliver Hohermuth, Principal, CEO
Rising Star Financial
Protect your wealth and assets through international diversification in both investments and jurisdictions.
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BELVOIR Wealth Management, Zurich, Switzerland
Since 2004, BWM is an independent, SEC Security and Exchange Commission-registered, multi-family office based in Zurich.