NEWS  #AWSWITZERLAND

"Taming the Bear"

In our July newsletter, we take a better look at intuitive reactions that might actually be the wrong move. What would you do if you came face to face with a bear? What if running away is the worst idea? How does this apply to a bear market? 

LOBNEK Newsletter July 2022

LOBNEK WEALTH MANAGEMENT

"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

REYL OVERSEAS

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

DEAGLO

New listing! US tax advisor Berney Associés, 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