★NEWS★ #americanswelcome

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

WB Swiss EAM Awards 2022 - Alpen Partners from ClearView Financial Media on Vimeo.

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."

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

WB Swiss EAM Awards 2022 - The Forum Finance Group from ClearView Financial Media on Vimeo.

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

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

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

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

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★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:

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.

BFI INFINITY is a member of the BFI CAPITAL GROUP

NEW PORTFOLIO MANAGER

Pierre Gabris, Founder & Managing Partner in ACCLAIM Magazine with Tom Burroughes

APRIL 2022 NEWSLETTER

NEW PORTFOLIO MANAGER

AWARD WINNER OF THE CATEGORY "SERVING NORTH AMERICAN CLIENTS"

INVESTMENT MIGRATION INSIGHTS

NEW PARTNER

ROGER GROEBLI RETURNS TO REYL OVERSEAS INTESA SANPAOLO AS CEO

By Scott Schamber, Managing Director

DANIEL ZURBRUEGG, CEO OF BFI INFINITY, A MEMBER OF THE BFI CAPITAL GROUP

LFA is the US-dedicated member of the LFG Group

The Swiss View

Invest in real estate and acquire alternative residence or citizenship

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

Cross border payments and FX risk management

Resilience-Building Residence and Citizenship Programs Have Proven Their Worth

Dr. Juerg Steffen

"Use Your IRA to Invest Internationally"

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

COMPLIMENTARY EBOOK

Private Wealth Management in Switzerland

BFI Infinity Insights January 2022 FROM CEO, DANIEL ZURBRUEGG

AMELIORA WEALTH MANAGEMENT

Hyposwiss Advisors

NEW CEO OF PICTET NORTH AMERICA ADVISORS, GENEVA & ZURICH

Karine Genevey, CEO

ANDRES DÜBI, Partner, joins Alpen Partners