SWITZERLAND

READY FOR JURISDICTIONAL AND GLOBAL INVESTMENT DIVERSIFICATION?

Global 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 CANADIAN-LICENSED WEALTH MANAGERS WELCOME YOU

Forward-thinking and entrepreneurial Swiss wealth managers have registered with the SEC as Registered Investment Advisors (SEC RIA) and a few 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 North 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 DECISIONS

AW✚Switzerland allows you to explore and evaluate the background of Swiss wealth managers you may consider doing business with. Take advantage of this evaluation process before initiating contact.


ESTABLISH YOURSELF IN SWITZERLAND FROM HOME!

Your Swiss wealth manager will guide you through the precise and efficient account opening process, ensuring a smooth establishment of your account.


REPORTING AND TAX DOCUMENTATION

You will receive all the necessary documents for accurate and timely reporting and tax preparation.


ADDITIONAL SERVICES

Switzerland-based service providers, including lawyers, trust advisors, tax advisors, and more, are also ready to assist North and Latin American clients with their international wealth management needs.

Insurance-based solutions, such as Private Placement Life Insurance, can be integrated into the equation and are available to North and Latin Americans (when established outside their home jurisdiction). These policies have gained popularity as the advantages of comprehensive wealth management solutions for estate planning purposes have become better understood and effectively utilized.

Alpen Partners International
Bäch|Wollerau, Zurich, Geneva, Lugano

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Alpen Partners International

Bäch|Wollerau, Zurich, Geneva, Lugano

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Ameliora Wealth Management
Zurich

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BFI Infinity
Zurich

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HIA Helvetia Investment Management
Lugano

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Hyposwiss Advisors
Geneva, Zurich

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LFA
Lugano, Zurich

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LFG ZEST
Lugano, Zurich

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LOBNEK Wealth Management
Geneva, New York

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Pictet North American Advisors
Geneva, Zurich

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PORTAS CAPITAL
dietikon, Zurich

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REYL OVERSEAS INTESA SANPAOLO
Zurich

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swisspartners Advisors
Zurich

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The Forum Finance Group
Geneva

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Vontobel Swiss Wealth Advisors
Geneva, Zurich, Miami, New York

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WHVP
Zurich

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