NEWS  #AWSWITZERLAND

ALPEN PARTNERS

NEW ON AW‚úöSWITZERLAND

"The SIP Medical Family Office¬ģ is the world-leading independent consultant for International Health Management and Global Health Insurance,¬†based in Zurich, Switzerland.

For over 25 years, individuals, families, and companies as well as their advisors have been relying on our expertise to protect their health around the world."

SIP MEDICAL FAMILY OFFICE

ALPEN PARTNERS
QUARTERLY UPDATE Q1 2023

"Until investors gain visibility regarding the economic recovery and the final
level-off in interest rates we will likely experience additional phases of vola-
tility in the coming months. However, it is widely anticipated by policy mak-
ers and investment houses that the recession/slowdown will be muted in
the historical context, therefore the chances for a solid rebound in the
course of 2023 are high."

Investment Outlook Q1 2023 pdf

AMELIORA WEALTH MANAGEMENT

ALPEN PARTNERS
REVIEW & OUTLOOK 2023

"Uncertainties in different guises…

Another sharply contrasting year came to a close with its dizzying array of events that gave reason to both fear and hope for the future, and although some reassuring signals appeared along the way, they didn’t last long, tainted by bouts of uncertainties that brought back memories of a ravaging pandemic in full swing, bringing economies to a standstill and reminding us of just how vulnerable we are. That disconcerting feeling never really went away even though its main driver was rapidly fading, it was to be replaced by another threat hovering above our heads like the sword of Damocles."

Review & Outlook 2023

LOBNEK WEALTH MANAGEMENT

ALPEN PARTNERS
WHVP BLOG

"There are many benefits that can be achieved by using offshore investing in building a portfolio due to the advantages gained in privacy, the use of other sound financial jurisdictions to create a nest egg, and access to foreign investment opportunities that may not be available in the U.S. stock market. Using offshore investment accounts can allow investors to move portions of their portfolio out of their domestic economy and market for diversification opportunities and risk mitigation purposes."

Moving Offshore: A Strategic Decision For Americans

WHVP

ALPEN PARTNERS
URS VRIJHOF-DROESE, MANAGING PARTNER, WHVP

"It’s time for a big picture discussion.

As a client of WHVP, I contacted Managing Partner Urs Vrijhof-Droese. His global perspective is excellent.

WHVP are asset managers, investing clients’ money around the globe. There are no model portfolios, for over 30 years they’ve invested real money and been held accountable.

Their investment challenges are complex. They must factor in various currencies as part of the equation. Unlike many US portfolio managers, they also invest in precious metals to hedge against inflation."

The Global Outlook for 2023

WHVP

ALPEN PARTNERS
CAPITAL TRUSTEES

Jessica Schaedler has joined CAPITAL TRUSTEES as a Member of the Executive Committee and Leading Trust Advisor.

CAPITAL TRUSTEES

ALPEN PARTNERS
NUEVO EN AW‚úöSWITZERLAND

GESTORES PATRIMONIALES SUIZOS AL SERVICIO DE CIUDADANOS, RESIDENTES Y EXPATRIADOS LATINOAMERICANOS

También colaboramos con asesores latinoamericanos para crear una estrategia patrimonial internacional, con base en Suiza, que complemente la estrategia patrimonial aplicada en el país de origen.

El tipo, alcance y precios de los servicios y productos pueden variar de un gestor patrimonial y de un país de LATAM a otro y pueden cambiar sin previo aviso en cualquier momento. Ciertos servicios y productos no están disponibles en todos los países de LATAM ni en todos los gestores patrimoniales que aparecen a continuación. Además, pueden estar sujetos a restricciones legales en determinados países.  

LATINOAMERICANOS

ALPEN PARTNERS

NEW ADDRESS

HYPOSWISS ADVISORS SA

Rue Bovy-Lysberg 10, 1204 Geneva

HYPOSWISS ADVISORS

THE BEAM NETWORK
"If you‚Äôre a female wealth owner looking for ways to cut through the financial jargon and get more involved in the management of your wealth ‚Äď welcome! We‚Äôre The Beam Network: a member-based learning platform and community for women who want to become the financial architects of¬†their¬†own¬†lives."¬†
ALPEN PARTNERS
NEW ON AW‚úöSWITZERLAND
US-BASED ADVISOR

"Define Your Legacy With Elevated Estate Planning Solutions

We empower families by showing them what’s possible and helping them successfully plan for today and protect for tomorrow."

Greg Herman-Gidden, Partner

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

GALBRAITH

ALPEN PARTNERS
NEW COMPANY PRESENTATION

"WHVP is a Swiss-based asset manager specialized in helping U.S. clients internationally diversify their assets.

Our family business was founded in 1991 and is currently run by the second generation."

Company Presentation pdf

WHVP

ALPEN PARTNERS
MONEX

Read and sign up for Daily Market Updates.

Sign up

MONEX

ALTALPHA STRATEGIES
LFA BLOG

"More sophisticated investors prefer global portfolios that include a hedge for their currency risk. American investors are currently at risk due to high inflation, a current or pending recession, and a national debt that exceeds $30 trillion. Rising interest rates will make this massive debt more expensive to service."

BLOG

LFA

ALTALPHA STRATEGIES
VONTOBEL IN FINEWS

"In the future, Peter Romanzina will be looking after wealthy Americans, but only if they bring their money to Switzerland and Vontobel.

When the long-serving head of research at the Zurich-based investment firm took over as head of subsidiary Vontobel Swiss Wealth Advisors (VSWA) in November, it came as a surprise. Romanzina will also lead the new unit created by the merger of Vontobel SFA (formerly UBS Swiss Financial Advisers) and VSWA at the end of the first quarter of 2023.

The unit will manage around 10 billion francs in assets, becoming the Swiss market leader in offshore business with US citizens. Given the new focus on the Americas in Swiss banking, the traditional Zurich-based institution Vontobel is now also in the spotlight."

Full finews.com article

VONTOBEL SWISS WEALTH ADVISORS

ALTALPHA STRATEGIES
THE SWISS VIEW

"In The Swiss View's first edition of 2023, we will discuss our outlook on the ongoing economic environment for the year ahead. 

While last year was all about inflation and increasing interest rates, we believe 2023 will become more about a lack of corporate profits, an end of private savings, and eventually, a recession."

Jamie Vrijhof-Droese, Managing Partner

The Swiss View

WHVP

ALPEN PARTNERS

US-BASED ADVISOR

David Gershel from Becker, Glynn, Muffly, Chassin & Hosinski LLP has been promoted to Counsel.

"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." 

BECKER, GLYNN, MUFFLY, CHASSIN & HOSINSKI, LLP

ALPEN PARTNERS
BLOG

"While the U.S. is not in a recession yet, many economists say one is coming, and companies are preparing for one too. Further, the USD has been retreating in value against a basket of international currencies, especially against the Swiss franc, erasing the gains it had made over the year and increasing the pain of the incredibly high inflation numbers. To add to the further woes of the U.S. situation, the U.S. market rallies do not seem sustainable and continue to wane. On top of all this, there has been a constant flow of information this year about the number of companies announcing job cuts in the U.S."

JOB CUTS, RECESSION, AND THE MARKET

WHVP

ALPEN PARTNERS

NEW ON AW‚úöSWITZERLAND

"Formerly known as Tempus, Monex USA has provided corporate clients with industry-leading foreign exchange, risk management, and international payment solutions for over 23 years. Headquartered in Washington, DC, Monex USA has New York and Beverly Hills offices. As part of the global financial group of Monex, the company leverages a combined annual FX volume of over $247 billion and 2,800 employees to help more than 70,000 clients from a broad range of industries successfully navigate the global currency markets. With nearly four decades of experience, Monex is one of the world's largest commercial foreign exchange providers, with a presence in Mexico, the United Kingdom, Spain, Canada, Holland, Singapore, Luxembourg, and the United States.‚ÄĚ

Kevin Schwab, Managing Director

MONEX

ALPEN PARTNERS

INSIGHTS

"Individuals who classify as having a high net worth don't have the typical financial needs of the average investor.

With high level of wealth, investors need to access to top-tier investments, impenetrable security, and protection against risks of all kinds. High-earning individuals can't rely on the services provided by the average domestic bank. Private banks unlock the wealth management high net worth individuals need."

What is Swiss Private Banking pdf

ALPEN PARTNERS for Canadian clients

ALPEN PARTNERS INTERNATIONAL for US clients

ALPEN PARTNERS

NEW ON AW‚úöSWITZERLAND

"Choosing the wrong type of visa or making errors in the visa application process can have grave consequences, such as lengthy delays or in some cases even being permanently barred from re-entry to the US. On the US tax planning front, the most effective strategies can be achieved by pre-emptive tax planning in advance of your arrival in the US when you are not subject to income or transfer (gift or estate) taxes. Helm Immigration will devise the most appropriate strategy for you in advance of your arrival in the US.‚ÄĚ

Mike Dye, US Immigration Attorney

HELM IMMIGRATION

ALPEN PARTNERS
NEW ON AW‚úöSWITZERLAND
US-BASED ADVISOR

"Audit, assurance, tax, trust and estate, family governance, and asset protection services are fundamental to you and your family, your business, and investments. They prepare you to act on opportunity, manage risk, and maintain compliance. A strong advisory partner adds intellectual bench strength to your team. CohnReznick will help you address every circumstance with discrete services or holistic integrated solutions."

Lawrence M. Lipoff, CPA, TEP, CEBS 

Director, Trusts & Estates Tax Services

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

COHNREZNICK

ALPEN PARTNERS
COMPLIMENTARY DOWNLOAD

"THERE ARE MANY REASONS WHY AMERICANS DECIDE TO HOLD ASSETS IN SWITZERLAND

Find out more in this helpful guide."

Download

LFA

ALPEN PARTNERS
NEW ON AW‚úöSWITZERLAND

"The 1291 Group Ltd is a global financial services group, offering tailor-made wealth protection plans to private individuals and investment professionals.

The markets will change, the strategies also, but what stays is the worldwide connection of first-class knowledge and long-term experience we share with families, our clients and partners. Within our 1291 family you are connected to an international group of top professional experts in the field of Private Wealth Solutions.

We are licensed in over 30 countries, we work with over 48 insurance companies in over 15 different jurisdictions and offer tax compliant solutions for clients from over 50 countries."

Marc-André Sola, Founder

1291 GROUP

ALPEN PARTNERS
NEW ON AW‚úöSWITZERLAND
us-based ADVISOR

"Jetel Law is a boutique law firm dedicated to providing sophisticated international estate and tax planning advice to high net worth clients."

Amy Jetel - International Estate Planning Attorney

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

JETEL LAW

ALPEN PARTNERS
LFA BLOG

"If you want to invest in the best companies in the world, then your preferred type of portfolio would be global (U.S. and non-U.S.). Given this blurry distinction, how are you better off investing your assets in the global securities markets, and are there any risks you should be aware of?"

What are the Rewards and Risks When You Invest Outside U.S. Markets?

LFA

ALPEN PARTNERS
NEWSLETTER

"November continued on a relatively strong note, in particular Chinese stocks had a strong recovery. 

We maintain our modest underweight equity positioning but have decided to increase our fixed-income allocation as the asset class offers an attractive risk/reward profile."

Monthly Newsletter December 2022 pdf

THE FORUM FINANCE GROUP

ALTALPHA STRATEGIES
INSIGHTS

"Yesterday was the international day of banks. The day is annually commemorated worldwide to acknowledge the role of banks in providing people with important information for their financial security. In line with the idea of the day, we wanted to talk about what Swiss private banks offer Americans in terms of safety and privacy for their personal wealth information."

The Safety and Privacy of Swiss Investment Accounts for Americans

WHVP

ALTALPHA STRATEGIES
NEWSLETTER november 2022

"Our last newsletter provided a summary of some of our most important finance and infrastructure-focused highlights and developments of 2022, and our ongoing work to develop the legal, financial and ecosystem frameworks and instruments to support the accelerated development of DeepTech and Longevity as new asset classes of themselves (with even more to come in the next several months).

In this month's newsletter, we'd like to showcase some of the recent developments to have occurred in just the past month in terms of putting that decisive, foundational vision into practice."

Newsletter

DEEP KNOWLEDGE VENTURES SWISS SARL

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 LOGO & WEBSITE

"Ta-dah ūü•Ā. 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
NEW ON AW‚úöSWITZERLAND

"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 ‚Ästa 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 ‚Äúwhatever‚ÄĚ 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

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

NEW ON AW‚úöSWITZERLAND

"We are a ‚Äėproblem solver‚Äô 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

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

CHRISTIAN HELBLING HAS JOINED AMELIORA WEALTH MANAGEMENT AS A SENIOR WEALTH MANAGEMENT CONSULTANT

AMELIORA WEALTH MANAGEMENT

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 ‚Äď 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 ST√úCKLER, MMAG, CIIA, CAIA HAS JOINED AMELIORA WEALTH MANAGEMENT AS senior portfolio manager and HEAD OF EQUITy

AMELIORA WEALTH MANAGEMENT

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‚úöSWITZERLAND
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

NEW ON AW‚úöSWITZERLAND
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

NEW ON AW‚úöSWITZERLAND

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

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‚úöSWITZERLAND
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

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 Z√ľrich. 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‚úöSWITZERLAND
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

NEW ON AW‚úöSWITZERLAND

US-based advisor

"Sophós 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.

SOPH√ďS ADVISORS

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 ‚ÄĒ 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‚Äôs 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‚úöSWITZERLAND
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‚úöSWITZERLAND

"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‚úöSWITZERLAND

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‚úöSWITZERLAND

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‚úöSWITZERLAND
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‚úöSWITZERLAND
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

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