Global investment diversification is widely embraced by investors worldwide. Internationally-minded investors understand the importance of not keeping all their assets in a single investment, currency, or market.

While some investors believe that investing in an international mutual fund through their local bank or asset manager is sufficient for achieving international diversification, this may not always be the case.

Look Beyond Your Borders - Explore Switzerland

True global investment diversification involves holding a portion of your assets beyond your home country's borders, in jurisdictions that offer different market fluctuations, economic cycles, currency dynamics, financial institutions, and political directions. For families engaged in international activities, international banking often becomes a necessity for personal and business financial matters.

There are compelling reasons to explore real global investment diversification to complement your domestic investment strategy. When you decide to diversify your portfolio globally, it's crucial to seek stability and long-term security.

Switzerland, renowned as the world's foremost "Private Banker," continues to maintain an outstanding track record even during turbulent times.

Swiss SEC-registered and Canada-licensed Wealth Managers Welcome You

Forward-thinking and entrepreneurial Swiss wealth managers have registered with the Securities and Exchange Commission (SEC) as Registered Investment Advisors in the United States and several are also licensed in Canada. They specialize in providing legal, compliant, and professional wealth management services to US, Canadian, and other international clients with US-related planning requirements. Some also serve clients from Latin America.

Swiss wealth managers come in various sizes, from small and personalized one-man enterprises to larger multi-family offices and North America-oriented subsidiaries of banks. The minimum investment amounts range from none to USD 100,000, USD 250,000, USD 500,000, USD 1,000,000, or more, ensuring a suitable Swiss wealth manager for almost any US, Canadian, or Latin American investor. Most of these wealth managers are located in Zurich (German-speaking region), followed by Geneva (French-speaking region), Ticino (Italian-speaking region), and a few even have offices in the United States.

Evaluate the Background of Swiss Wealth Managers Before Making Desicions

AW✚SWITZERLAND enables you to discover and get in contact with suitable Swiss wealth managers before making any business decisions allowing you to assess their expertise, experience, and reputation. This evaluation process is crucial for ensuring that you choose a manager who aligns with your financial goals and values. 

Establish Yourself in Switzerland From the Comfort of Your Home

Your Swiss wealth manager will guide you through an efficient account opening process at a custodian bank of your choice. While Switzerland remains the premier jurisdiction for wealth management, custodian bank accounts in the US, Canada, Monaco, or Singapore are also available to suit your needs. Your Swiss wealth manager will ensure a smooth establishment of your account in your preferred jurisdiction, managing your assets under either a discretionary or advisory mandate. This seamless process allows you to establish your financial presence in Switzerland without the need to travel, saving you time and effort. You can enjoy the convenience and efficiency of having your wealth managed by Swiss professionals, who provide expert guidance every step of the way. Rely on their expertise to optimize your financial strategies and achieve your investment goals with confidence.

Reporting and Tax Documentation

With your custodian bank of choice, you will receive all the necessary documents for accurate and timely reporting and tax preparation. Your Swiss wealth manager will assist you in understanding and organizing these documents, ensuring compliance with international tax regulations. This comprehensive support simplifies the complexities of tax reporting, giving you peace of mind that all your financial affairs are in order. Whether you are dealing with multi-jurisdictional tax obligations or require specific documentation, your wealth manager will provide hands-on support.

Comprehensive Support from Swiss-based Service Providers

Other Swiss-based service providers, including lawyers, trust advisors, tax advisors, and more, are ready to assist North and Latin American clients with their international wealth management needs. These professionals offer a wealth of expertise in cross-border financial planning, legal structuring, and tax optimization. By leveraging their deep understanding of international regulations and market dynamics, they provide tailored solutions that align with your specific financial objectives and compliance requirements. Whether you need assistance with estate planning, trust formation, or navigating complex tax environments, these experts are committed to delivering high-quality, personalized service to ensure your financial bases are covered.

Insurance-based Solutions for Future-oriented Wealth Management and Estate Planning

Insurance-based solutions, such as Private Placement Life Insurance (PPLI), can be integrated into your overall wealth management strategy and are available to North and Latin Americans, provided they are established outside their home jurisdiction. These innovative insurance products offer a flexible and tax-efficient way to manage and protect your wealth now and in the future.

PPLI policies have gained popularity as the advantages of comprehensive wealth management solutions for estate planning purposes have become better understood and effectively utilized. Your Swiss wealth manager can implement PPLI within your financial plan, enabling you to benefit from enhanced asset protection, investment flexibility, and tax deferral, all of which are crucial for optimizing wealth preservation across generations.

Swiss wealth managers can implement PPLI in your overall wealth management strategy, ensuring you reap all the benefits PPLI has to offer. This is also important for people with foreign assets becoming US Persons when moving to the US....preplanning is essential in order to avoid US taxes on all your international investment holdings during your stay in the US!