NEWS  #AWSWITZERLAND

ALTALPHA STRATEGIES
NEW LOGO & WEBSITE

"Ta-dah 🥁. It is wonderful to finally unveil our new logo which was chosen by you.

A huge thank you to everyone who took part in the poll and voted for the one that made it to the top. 

Invest without borders

International Payments, FX Strategy Analysis, Hedging Execution and Reporting for Global Investors and their Portfolio Companies" 

Subscribe to Deaglo's Daily Currency Report

DEAGLO

ALTALPHA STRATEGIES
THORSTEN KRAUSS IS NEW PARTNER & CHIEF INVESTMENT OFFICER

"I previously served as CIO and Member of the Management Board at Vontobel Swiss Wealth Advisors AG, the SEC unit of Bank Vontobel that serves US clients. Prior to that, I worked as Head of Portfolio Management at Notenstein Private Bank. I started his career as a Portfolio Manager in institutional asset management at Union Investment AG, Frankfurt.

I am Partner and CIO of Alpen Partners. I hold a Master’s Degree in Engineering from University of Stuttgart and a PhD in Engineering from University of Karlsruhe. I am also a Certified Financial Analyst (CEFA).

In my free time I enjoy traveling, fitness, skiing, and family life. I am Swiss and German citizen." 

ALPEN PARTNERS for Canadian clients

ALPEN PARTNERS INTERNATIONAL for US clients

ALTALPHA STRATEGIES
WHVP travel schedule 2023

"Schedule a personal meeting with us in 2023!

Orlando - January 7 - 12

Miami - January 13 - 18

New York City - May 29 - June 2

Texas - September 25 - October 7 (locations tbd)

WHVP

ALPEN PARTNERS
Key Takeaways:
  1. Pre-Christmas bullish cheer in November yet still a very bearish year

  2. Base case for 2023 - Recession, lower inflation, higher unemployment.

  3. But a much better year for assets in prospect...

Roger Groebli, CEO

Strategy Outlook December 2022  pdf

REYL OVERSEAS

TO BIG TO SAVE

"In our December monthly newsletter, we take a look at the mess caused by the bankruptcy of FTX and what it means for the future of cryptocurrencies and the global economy in general. Did you like Bitcoin when it was above USD 60'000? Do you still like it now that it is below USD 20'000? Are cryptocurrencies a new kind of asset class, and should you have some in your portfolio mix?"

Marc Moret, CEO

LOBNEK Newsletter December 2022

LOBNEK WEALTH MANAGEMENT

ALTALPHA STRATEGIES
NEW ON AW✚SWITZERLAND

"AltAlpha Strategies, by BFI Consulting, is our effort to provide innovative and effective alternative investment strategies and advisory services that are suitable for the challenges and the opport-unities of a rapidly changing big picture – a new era of investing.

As part of the AltAlpha offering, we have launched three collective investment strategies for institutional and professional investors who are interested in co-investing alongside BFI and its founders.

The AltAlpha offering is set up to deliver the required PFIC information to US investors."

ALTALPHA STRATEGIES

TUOMAS AHONEN HAS JOINED LFA AS A PORTFOLIO MANAGER

"I am greatly looking forward to working with LFA's American clients seeking international investment diversification for their portfolios."

LFA

ALPEN PARTNERS

BASELINE WEALTH MANAGEMENT EXPANDS ITS TEAM

Lukas Schneider - Portfolio Management, Trading Team

Eric Martins - Client Services

Narek Margaryan - Office Manager

BASELINE WEALTH MANAGEMENT

Greta Vaicekauskaitè - Compliance Officer

"The Canadian Investment Industry Regulator sets a very high standard for its financial industry.

I am happy that I have successfully passed the Chief Compliance Officer Qualifying Examination of the Canadian Securities Institute."

ALPEN PARTNERS for Canadian clients

ALPEN PARTNERS INTERNATIONAL for US clients

BLOG

"How are the latest financial trends changing the investment landscape? How will developments in monetary and fiscal policy affect the investment outlook?

Check out our blog detailing our latest thinking on these issues and more with regard to what is driving the investment markets."

LFA

THE DIGGER QUARTERLY

"After more than a decade of being constantly on the verge of a full-blown crisis -political, economic, monetary, or all of them at once - today, the European Union appears to be closer to that edge of the cliff than ever before."

Scott Schamber, Managing Director

"Clouds gathering over Europe" pdf

BFI BULLION

Quarterly Update Q4 2022

"For almost a decade, investors could count on central banks turning on their money taps in the event of an “whatever” crises or deflationary threats to stimulate the economy through more and more credit supply which ultimately led to higher asset prices.

As inflation has truly become a problem in recent months, central banks no longer offer a safety net. In contrast to the past they even threaten the economy with much tighter credit conditions with creates uncertainty among market participants and lead asset prices falling sharply this year."

Andreas Gilgen, CIO

Investing without the safety of central banks pdf

AMELIORA WEALTH MANAGEMENT

WHVP BLOG

"As an independent asset manager, we must find top-level private banks to partner with for the benefit of our clients. Independent asset management firms do not hold the funds of their clients but rather work through a limited power of attorney to manage the clients' funds held by the bank. It is a perfect setup for the client as it allows them to have a partner who has the expertise and an established relationship with an offshore bank to ensure a top-level bank is serving them. In the search to find these banks, there are many considerations we take into account before establishing a partnership with them."

Private Banking Paradise: Switzerland or Liechtenstein?

WHVP

BFI INFINITY INSIGHTS

"In the last edition of our Insights Report, we were focusing on the rapidly rising inflationary pressures, as well as on the expected rate hikes from central banks around the world. We would like to revisit the points we raised back in spring and present an outlook for the coming months."

Daniel Zurbruegg, CEO

A Monetary U-Turn Looming? pdf

BFI INFINITY

NEW ON AW✚SWITZERLAND

"We are a ‘problem solver’ offering a full spectrum of services to HNWI & UHNWI including relocation and corporate and tax structuring services, as well as lifestyle management services, real estate and private equity investment scouting."

Rita Rekhman Lysenko - Founding Partner

TIMES MANAGEMENT

CHRISTIAN KAMER, MANAGING PARTNER, IN IMPERIUM

"Inflation affects all aspects of the economy, from consumer spending, business investment and employment rates to government programs, tax policies, and interest rates.

Understanding inflation is crucial to investing because it can reduce the value of investment returns. With inflation rising recently to its highest level in four decades, investors should understand the factors driving inflation, the impact on their portfolios, and steps to consider as the investment landscape changes."

"The Bite of Inflation and What To Do About It" pdf 

ALPEN PARTNERS for Canadian clients

ALPEN PARTNERS INTERNATIONAL for US clients

WHVP BLOG

"In many cases, investors make poor financial decisions when experiencing panic or anxiety because of personal or widespread events. Over the last two years, the Coronavirus is one such event that has affected nearly every industry and home as people and governments continue to take action to keep themselves and their community safe. The virus can continue to evoke fear and panic as the number of affected individuals rises. However, these emotions can negatively impact investing activities if not checked."

"Four Emotions To Be Aware of During Times of Market Volatility"

WHVP

Leaders League - Switzerland Best Law Firm

"We are pleased to announce that Bratschi Ltd. is being distinguished for the following practice areas:

- Banking & Finance
- Capital Markets
- Mergers & Acquisitions
- Tax Law
- Real Estate
- Restructuring & Insolvency
- Wealth Management"

BRATSCHI

The Centi-Millionaire Report

The Emergence of a New Class of Super-Rich

"The USA accounts for an incredible 38% of global centi-millionaires, despite only constituting 4% of the world’s total human population.

Punching above its weight, Switzerland ranks 6th on the list, performing exceptionally considering its small overall size and population."

Download the report

HENLEY & PARTNERS

JULIA FERNENDEZ
WHVP - JULIA FERNANDEZ

"As most of you know, we are in the second generation of leadership at WHVP. We strive to be authentic in communicating with all our clients, business partners, and prospective clients. With this in mind, we want to present an inside look at who we are as a company and the individuals that make up our team. As a registered investment advisor in Switzerland and the USA working to help Americans bring true diversification to their portfolios, we want to bridge the geographical gap by letting you get to know our team members both professionally and personally. Today we will sit down with Managing Partner Julia Fernandez to learn more about her illustrious career in the Swiss financial service industry and her time at WHVP."

Interview with Managing Partner and COO of WHVP, Julia Fernandez

WHVP

Natacha Chiara Ebner Has joined REYL OVERSEAS, a member of the REYL Intesa Sanpaolo group, as a Senior Wealth Management Assistant.

REYL OVERSEAS

LFA BLOG

"The number one reason why more investors are thinking global is diversification. They are looking for global investment opportunities that help them protect their principal and produce better returns for their assets.  

At the same time, they are looking at investing in foreign markets for more stability – markets that may not be facing the dual impact of inflation and recession (sometimes referred to as stagflation)."

Why Is Global Investing Your Best Strategy During Periods of Market Volatility?

LFA

ANGELIKA STÜCKLER, MMAG, CIIA, CAIA HAS JOINED AMELIORA WEALTH MANAGEMENT AS senior portfolio manager and HEAD OF EQUITy

AMELIORA WEALTH MANAGEMENT

LFA BLOG

"Inflation, recession, and stagflation are just three of the current economic conditions that are causing substantial volatility in the global securities markets. Investing during these market conditions can be challenging, but it should not be a foregone conclusion that the only safe haven is a money market fund. 

As you prepare for a recession, there are investment alternatives that have the potential to protect principal and produce better rates of return."

Which Investments Can Produce Better Returns In A Volatile Market?

LFA

NEW ON AW✚SWITZERLAND

US-based advisor

"I founded Blake Harris Law because I am passionate about helping families protect their wealth and pass it to the next generation. Not only do I value building long-lasting client relationships, I also strive to provide each client with peace of mind about their assets."

Blake Harris, Esq. - Founding Principal

Blake has an excellent Swiss network including several Swiss SEC-registered investment advisors.

BLAKE HARRIS LAW

MUSSIE KIDANE, CFA, CHIEF INVESTMENT OFFICER, HAS JOINED PICTET NORTH AMERICA ADVSORS

"I joined Pictet North America Advisors (PNAA) in August 2022 as Chief Investment Officer to lead the overall investment activities. Previously, I was a Managing Director and head of the Fund and Manager Research team at Pictet Wealth Management for 15 years. I joined the Pictet Group in 2006 from Lombard Odier where I spent 6 years as analyst and portfolio manager. I graduated from the University of Geneva with double Master’s degrees in Quantitative Economics and in Finance and am also a CFA charter holder. Well-known to and respected by the European wealth/asset management community, I am a regular speaker at major industry events. Over the years, I have received numerous accolades among which are Citywire’s Europe’s Most Influential Selector Award in 2021 and Investment Europe’s Personality of the Year Award in 2016 representing Switzerland. I enjoy reading books in fields that range from philosophy to blockchain. I'm also an avid distance runner and have completed a number of the world’s major marathons."

PICTET NORTH AMERICA ADVISORS

IRS Scams Investigations to include Pensions, Insurance & Digital Currency
darlene hart, founder & ceo

"For about 20 years now, the IRS has been annually publishing a ‘Dirty Dozen’ list of common taxpayer “scams.” The intent is to warn taxpayers, tax professionals, financial institutions, and financial advisors of abusive transactions, including bogus tax avoidance strategies as well as consumer-focused scams that target average taxpayers."

BLOG

US TAX & FINANCIAL SERVICES

Reyl OVERSEAS IN THE WASHINGTON TIMES

"In 2011, REYL Overseas Ltd, an independent RIA owned by REYL, was established to serve US clients by combining Swiss tradition with the support of the product offering and network of Intesa Sanpaolo, the fourth largest European private bank. 'We have served US clients for over a decade optimizing their investment results by understanding their needs and the intricacies of the US tax regime.' explained Mr. Roger Groebli, CEO of REYL Overseas."

WASHINGTON TIMES

REYL OVERSEAS

NEW ON AW✚SWITZERLAND

US-based advisor

"A U.S. lawyer by training, with over 25 years of professional experience in the international financial services industry, I have worked with private banks, finance and legal professionals, and family offices all over the world on developing sophisticated wealth protection and planning strategies for international families."

Helmer W. Arizmendy, Esq.

Helmer has an excellent Swiss network including several Swiss SEC-registered investment advisors.

BRIDGEFORD INTERNATIONAL

ANDREAS GILGEN, CHIEF INVESTMENT OFFICER, HAS JOINED AMELIORA WEALTH MANAGEMENT

"I have over 30 years of experience in financial markets and the financial services industry. I joined Ameliora Wealth Management Ltd. as Chief Investment Officer in August 2022. Before joining Ameliora Wealth Management Ltd., I worked as Chief Investment Officer and Head Portfolio Management at Liechtenstein-based Bank Alpinum AG. Prior to this I was Chief Investment Officer at Nectar Digital Wealth AG, Zurich. From 2002 to 2011, I was Head of Research and CIO for GL Funds AG, a Zurich-based fund-of-hedge-funds with peak assets of CHF 2bn. Prior to this I was responsible for third-party products research and portfolio management at Zurich-based Private Bank Switzerland Ltd. Before that I acted as a product manager for mutual funds at Julius Baer Investment Funds Services. From 1993 to 1998, I worked at UBS Zurich and New York mainly within its global asset management division.

I have a Master of Science in Business Administration, Zurich University of Applied Sciences, zhaw School of Management and Law and am also a Certified EFFAS Financial Analysts, The European Federation of Financial Analysts Society, Paris."

AMELIORA WEALTH MANAGEMENT

"In an increasingly unpredictable world, the desire and necessity to secure greater global access and choice has skyrocketed. High-net-worth investors across the world are seeking out alternative business, career, educational, and lifestyle opportunities on a global scale, enhancing their options and transcending the constraints imposed on them by their countries of origin to improve the resilience of their portfolios and ensure physical and financial longevity."

Investment Migration for Citizenship and Domicile Diversification by John Maniatis

HENLEY & PARTNERS

SWISSPARTNERS ADVISORS

ALPEN PARTNERS
PATRIK ZANETTI, SENIOR WEALTH MANAGEMENT CONSULTANT, HAS JOINED AMELIORA WEALTH MANAGEMENT

"I have over 20 years of experience in the financial services industry. I started my career in 2000 at UBS Wealth Management in Zurich where I worked as an advisor to affluent and high-net-worth clients from the Middle East. In September 2017, I moved to UBS’ SEC registered entity UBS Swiss Financial Advisers where I worked for four years as an advisor to high-net-worth US clients. Prior to joining Ameliora Wealth Management in September 2022, I worked for UBP Investment Advisors, UBP’s legal entity licensed by the SEC.

Thanks to my in-depth practical experience in Wealth Management, I provide strategic and holistic advice to wealthy individuals in the areas of investments, business and legacy including advisory and financial services to business owners and entrepreneurs.

I am a Certified Wealth Management Advisor (CWMA) with a Diploma issued by the Swiss Association for Quality (SAQ)."

AMELIORA WEALTH MANAGEMENT

ALPEN PARTNERS
CHAMBERS HIGH NET WORTH 2022: Practice Area Overview - Swiss trust industry

"Switzerland has historically enjoyed political and economic stability, factors that have allowed the country to retain its position as the world’s top wealth management centre and navigate steadily through periods of global uncertainty.

With the expansion of the global HNWI population and the increased use of trusts, Switzerland’s lawmakers acknowledged the relevance of the trust industry within the Swiss private wealth sector, laying out a series of regulatory developments."

SWITZERLAND: An Introduction to Trust Companies

CAPITAL TRUSTEES

NEW ON AW✚SWITZERLAND

US-based advisor

"I have strong knowledge and expertise in domestic and international tax and accounting matters as well as in corporate structures, income and estate planning for high-net-worth individuals, pre-immigration planning, and and voluntary disclosure cases."

Raimundo Lopez-Lima Levi,  Managing Partner

Raimundo has an excellent Swiss network including several Swiss SEC-registered investment advisors.

ABITOS

WHVP BLOG

"Since the S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding for investors. However, while the index's performance gives a good representation of the state of the U.S. market, it does not fully represent it. The S&P 500 can be a good reference to see how your offshore investments perform compared to the U.S. markets."

Understanding the S&P 500 as a Benchmark for an Offshore Portfolio

WHVP

Laetitia Mantel is new CEO

"I have more than 10 years of experience in the international financial services industry. I have worked for SEC-registered Investment Advisors and Broker Dealers such as UBS Swiss Financial Advisers, Credit Suisse Private Advisors, and Vontobel Swiss Wealth Advisers in ZĂźrich. Before joining Ameliora, I was employed by a US law firm located in Zurich where I served as an External Compliance Consultant and an outsourced Chief Compliance Officer for several SEC-registered Investment Advisors throughout Switzerland."

AMELIORA WEALTH MANAGEMENT

Niclas Homann is new Partner & Chief Operating Officer

"I previously worked as head of the desk servicing Multi Family Offices and Independent Asset Managers at Bank J. Safra Sarasin in Zurich. Prior to that, I worked at UBS in Zurich serviNG MFOs primarily based in London and in the UBS product team focusing on estate planning solutions for international clients. I started my career in the Management Consulting area of PricewaterhouseCoopers.

I hold a Master of Science in Business and Economics from Lund University in Sweden. I am a Swiss and Swedish citizen." 

ALPEN PARTNERS for Canadian clients

ALPEN PARTNERS INTERNATIONAL for US clients

NEW ON AW✚SWITZERLAND

US-based advisor

"Entrusted by some of the world's wealthiest families, I discreetly advise clients on a broad array of tax, trust and estate planning matters spanning both the United States and abroad. My global practice includes working with ultra-high-net-worth individuals, and their private businesses, family offices and fiduciaries, to design and implement strategies geared toward tax optimization and fulfillment of various non-tax goals. Such strategies traverse traditional estate and wealth transfer planning, including in the context of international, multigenerational families; pre-immigration and expatriation planning; and structuring of foreign investments into the United States."

Kevin T. Keen,  Partner

Kevin has an excellent Swiss network including several Swiss SEC-registered investment advisors.

KATTEN MUCHIN ROSENMAN

PRESS RELEASE
Handover at Forum Finance

"Geneva-based independent asset manager The Forum Finance Group SA has announced the appointment of Hippolyte de Weck as CEO as of 1st October 2022. He replaces Etienne Gounod, who becomes Chairman of the Board of Directors. This change of generation at the head of the company is part of the governance system that Forum Finance put in place many years ago to organise the gradual retirement of managing partners from the age of 65.

Hippolyte de Weck joined Forum Finance as a managing partner in 2011. Prior to that, he worked within the UBS Group for 17 years, holding various positions in the areas of bond issuance, risk management and private wealth management in Frankfurt, Zurich and Geneva."

THE FORUM FINANCE GROUP

NEW ON AW✚SWITZERLAND

US-based advisor

"SophĂłs Advisors is an independent consulting firm specialized in risk management and international insurance as a tool within a wealth and estate planning context. We advise high net worth families and businesses on how to use diverse risk management tools to achieve different planning objectives, with particular expertise in life insurance solutions as a wealth transfer planning tool and captive insurance program set up and management."

Alejandro Gil, Managing Partner

Alejandro has an excellent Swiss network including several Swiss SEC-registered investment advisors.

SOPHÓS ADVISORS

NEW ON AW✚SWITZERLAND

US-based advisor

"I am a Tax Partner and a member of the Executive Committee, specializing in international taxation. I create strategic domestic and international tax minimization opportunities for my clients, who are high net-worth global business leaders and multi-generational families."

Lisa Goldman, Partner

Lisa has an excellent Swiss network including several Swiss SEC-registered investment advisors.

BERDON  LLP

Switzerland #1

WHVP BLOG

"At WHVP, we have created a culture and atmosphere that eliminates any potential negative feelings you have about offshore banking by showing you that there is really nothing to be afraid of." 

"What we believe in"

WHVP

DOMINIQUE SPILLMANN, CEO

"One of the most important concerns for wealthy individuals is finding a jurisdiction that is stable in terms of its legal, political, and economic environments. Those are in fact Switzerland’s strong points. With its over 700-year-old history, well-known political stability, and approximately 200 years of the same currency, Switzerland has established trustworthy partnerships and a secure political and economic framework."

"Why Wealthy Americans Still See Switzerland as a Safe Harbor for Their Assets"

SWISSPARTNERS ADVISORS

HENLEY GLOBAL CITIZENS REPORT

Q3 2022

"A bespoke publication for those who follow private wealth and investment migration trends — from high-net-worth investors and their advisors, to industry professionals, and policy makers looking to leverage residence or citizenship by investment programs to support economic growth and employment creation. Featuring exclusive data highlighting the world’s wealthiest cities with the most millionaires, accompanied by global and regional investment migration and private wealth insights, this is a must-read for anyone interested in investment migration and millionaire hotspots."

REPORT

HENLEY & PARTNERS

NEW ON AW✚SWITZERLAND

US-based advisor

"I counsel high-net-worth individuals, multi-jurisdictional families, closely-held businesses, and fiduciaries on U.S. and international tax, wealth management, and estate and trust planning. This includes strategic planning related to income and transfer taxation, pre-immigration tax planning, U.S. and non-U.S. trusts, tax-efficient cross-border investment structures, structuring foreign and domestic investment in U.S. real estate and operating companies, and developing wealth transfer structures for multinational families."

David Gershel, Associate

David has an excellent Swiss network including several Swiss SEC-registered investment advisors.

BECKER, GLYNN, MUFFLY, CHASSIN & HOSINSKI, LLP

NEW ON AW✚SWITZERLAND

"I am a Geneva-based UK Solicitor and South African Barrister focused on the intersection of private client law, art law transactions and disputes. I advise private collectors, family offices, investors, entrepreneurs, artists, trustees and bankers on all aspects of art as an asset and on trust law issues."

Tiffany de Waynecourt-Steele, Art & Trust Law Advisor

HELM ART

NEW ON AW✚SWITZERLAND

US-based advisor

"Have peace of mind knowing that your loved ones will receive the assets that you worked hard for.

Take advantage of the wealth preservation services of Chatzky and Associates, ALC in San Diego, CA. Whether you need asset protection or estate planning, you can trust us to provide you with strategies that will safeguard your investments no matter what unfortunate situation may arise."

Michael Chatzky, Attorney, Owner

Michael has an excellent Swiss network including several Swiss SEC-registered investment advisors.

CHATZKY AND ASSOCIATES

BLOG

"Highlights of the Swiss attending the Jackson Hole Symposium"

"The Jackson Hole Symposium has drawn a lot of attention because of Jerome Powell's speech in which he re-stated that the Fed will continue to lift interest rates in their fight against inflation. However, some of you may not have seen the inputs of the event given by the Chairman of the Governing Board of the Swiss National Bank (SNB), Thomas J. Jordan."

WHVP

NEW ON AW✚SWITZERLAND

THE BEAM NETWORK 

By membership only

"We have built a safe, nurturing, and fun community for women around the world to become confident architects of their financial future. Our model is simple: Education. Engagement. Empowerment." 

THE BEAM NETWORK

NEW ON AW✚SWITZERLAND

US-based advisor

"As a trusted advisor to clients with significant wealth, I focus on domestic and international estate and tax planning, estate administration, and related litigation."

Kevin Matz, Partner

Kevin has an excellent Swiss network including several Swiss SEC-registered investment advisors.

ARENTFOX SCHIFF

NEW ON AW✚SWITZERLAND

US-based advisor

"Skilled tax attorneys for complex, comprehensive wealth & estate planning services."

Kevin E. Thorn, Managing Partner

Kevin has an excellent Swiss network including several Swiss SEC-registered investment advisors.

THORN LAW GROUP

DOMINIK MILDENBERGER, CHIEF COMPLIANCE OFFICER

"I am honoured and delighted to have successfully completed the Canadian Securities Institute Chief Compliance Officer qualification exam. I am grateful that I had the chance to go through this highly interesting and educational course. The Canadian Investment Industry Regulator sets high standards for the financial industry and regulates the action and behavior of the Chief Compliance Officer. This training gave me an excellent basis to meet the demands of one of the toughest financial industry regulators."

ALPEN PARTNERS for Canadian clients

ALPEN PARTNERS INTERNATIONAL for US clients

BLOG

The Turning Tide: Monetary Policy vs. the Real Economy

"As the BFI Infinity team had predicted in the last quarter’s issue of their "Insights" the global monetary policy “U-turn”, spearheaded by the Federal Reserve back in May, was always more than likely destined to be short lived. So far, the Fed’s hawkishness has been in line with our expectations, as the US central bank and most of its peers are struggling to combat inflation."

BFI Infinity is a member of the BFI Capital group.

BFI INFINITY

XIAOYING WANG HAS JOINED REYL OVERSEAS AS A WEALTH MANAGEMENT ASSISTANT

“I work as a wealth management assistant at Reyl Overseas in Zurich. I speak English, Mandarin, Cantonese, and French and focus on clients with a North American nexus.”

REYL OVERSEAS

MERGER ZEST & LFG HOLDING

"We’re excited to announce that we have merged with Zest SA, another firm in Switzerland. Zest SA and LFG Holding SA (incl. LFA) will now become part of the same group, putting their asset management activities at the service of private and institutional clients. Following the transaction, our new group will reach 2.5 billion Swiss francs in assets under management, with about 700 clients and employing more than 50 people."

LFA

New office in LUGANO

"We expect our new premises to better host our Swiss, Italian, and other international clients and business partners and offer a unique wealth management experience in Lugano."

ALPEN PARTNERS for Canadian clients

ALPEN PARTNERS INTERNATIONAL for US clients

New office in Geneva

HELM ADVISORS for wealth structuring, trust advisory, single family office advisory, US immigration advice

HELM US TAX for US tax expertise

ALPEN PARTNERS

Interview with WHVP's Head of Legal and Compliance, Dr. iur. Daniel Koller

"The world of Swiss asset management can seem like a foreign topic because it is for most Americans. Using Swiss financial services can even carry a controversial stigma. So we thought it was high time to deepen the topic with the head of our Legal and Compliance, Dr. iur. Daniel Koller, to share his legal perspective on Swiss-registered investment advisors. Daniel has been with WHVP for more than seven years and has a long working history of serving international clients with Europe-based financial solutions. Our executive assistant, Jess Roberson, sat down with Daniel to talk about Swiss asset management for Americans from a legal perspective."

WHVP

ALPEN PARTNERS
NEW ON AW✚SWITZERLAND

Theme investing • Longevity

"Deep Knowledge Ventures was founded as a data-driven investment fund focused on the synergetic convergence of DeepTech, frontier technologies and renowned for the use of sophisticated analytical systems for investment target identification and due diligence.

Major investment sectors include AI, Precision Medicine, Longevity, Blockchain and InvestTech. Major short-term interests include AI and DeepTech, with a long term strategic focus on Longevity and Precision Health."

Stefan Hascoet, Head of Swiss actvities

DEEP KNOWLEDGE VENTURES Swiss SĂ rl

"To mark the end of the pandemic and for the spring apÊro in Zurich, Bratschi decided early 2022 to create a film with the world-renowned Swiss light artist Gerry Hofstetter - it is an expression of our values, which are reflected in Gerry Hofstetter's "Tiger on Eiger",  the largest work of art in the world."

Video "Tiger on Eiger"

BRATSCHI 

"Can Switzerland remain at the top in wealth management?"

Bank Julius Baer offers custodian accounts to US clients in connection with Swiss wealth managers registered with the SEC as investment advisors.
ALPEN PARTNERS

BASELINE Wealth Management receives its license from FINMA, the Swiss Financial Market Supervisory Authority.

BASELINE WEALTH MANAGEMENT

LFA

Luca Bosia from LFA receives the award from Citywire Switzerland's TOP 50 Independent Wealth Managers 2022.

LFA

NEW ON AW✚SWITZERLAND

US tax advisor Berney AssociĂŠs, Geneva and surrounding region.

BERNEY ASSOCIÉS

Nigel Turner from The Forum Finance Group receives the award from Citywire Switzerland's TOP 50 Independent Wealth Managers 2022.

THE FORUM FINANCE GROUP

Luana Monteleone from swisspartners Advisors has advanced to a Relationship Manager working with US and Canadian clients.

swisspartners Advisors

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