NEWS  #AWSWITZERLAND
Beam LOUNGE PALO ALTO

Monday, October 24, 2022 | 6 to 8 pm

Location is TBA upon RSVP

"Join The Beam Network in Palo Alto for Women, Wealth and Wine! An evening of canapés, camaraderie and relaxed roundtable discussion.

Our co-founder Michelle Yue will be facilitating ‘Women and Wealth’, our first in-person event in the Bay Area. Members and invited guests will learn more about The Beam Network and participate in a relaxed roundtable discussion to unpick how women’s attitudes toward money and investing can shape their finances. We'd be delighted to see you there!"

Members and non-members welcome!

RSVP

THE BEAM NETWORK

NEW ON AW✚SWITZERLAND

"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

"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
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

"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
WHVP
SIMON LETTER

"Today I would like to show you that it is possible to move (part of) your retirement assets offshore to benefit from international diversification and an enhanced level of privacy and asset protection."

Jamie Vrijhof-Droese, Managing Partner

WHVP

NEW ON AW✚SWITZERLAND

"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

ArentFox Schiff

"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

A SLOPPY THERMOSTAT

"It goes without saying that the sweltering heat of the summer has probably left a lasting impression on most of the inhabitants of our increasingly “climate change” prone planet, and not without cause."

LOBNEK Newsletter September 2022

LOBNEK WEALTH MANAGEMENT
NEW ON AW✚SWITZERLAND

US-based advisor

THORN LAW GROUP

"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
ALTALPHA DIGITAL
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
SWISS SEC-REGISTERED INVESTMENT ADVISORS 

XIAOYING WANG HAS JOINED REYL OVERSEAS

“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
ALTALPHA DIGITAL
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
REYL OVERSEAS
WHVP
Vontobel completes acquisition of UBS Swiss Financial Advisers

Vontobel SFA - previously known as Vontobel Swiss Wealth Advisors - will become the largest Swiss-domiciled wealth manager for US and Canadian clients seeking an account in Switzerland for diversification purposes.

PRESS RELEASE pdf

VONTOBEL SWISS FINANCIAL ADVISERS
WHVP
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 Sàrl

"To mark the end of the pandemic and for the spring apéro 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
WHVP
LFA

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

LFA
WHVP
REYL OVERSEAS

Deaglo for crossborder payments and FX risk management has a new logo and website.

DEAGLO

NEW ON AW✚SWITZERLAND

US tax advisor Berney Associés, Geneva and surrounding region.

BERNEY ASSOCIÉS
BFI BULLION

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

THE FORUM FINANCE GROUP
BFI INFINITY

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

swisspartners Advisors
ALPEN PARTNERS INTERNATIONAL 
THE FORUM FINANCE GROUP 
WHVP

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