Bäch|Wollerau, Zurich, Geneva, Lugano
Global diversification is well accepted by investors around the world. Internationally-minded investors don't keep all of their assets in a single investment, in a single currency or in a single market.
Many investors think that by placing assets through their local bank or asset manager in an international mutual fund investing in non-domestic securities around the world, they've found a good way to achieve international diversification. But that is not necessarily the case.
Real global investment diversification means holding a portion of your assets beyond your borders, in other jurisdictions not subject to the same market fluctuations, economic cycles, currency developments, financial institutions and political direction like you have back home. For some internationally-active families, personal or business financial matters make international banking a necessity.
There are many strong motivators for exploring real global investment diversification, complementing the investment strategy you have at home. When you do decide to diversify your portfolio globally, you should do so in a way that may provide you with as much stability and long-term security as possible.
As the world's foremost "Private Banker", Switzerland continues to maintain an excellent track record even in the most turbulent of times.
A number of forward-thinking and entrepreneurial-minded Swiss wealth managers have registered with the SEC as an Registered Investment Advisor (SEC RIA) and some are Canadian-licensed as well, to focus on providing legal, legitimate and tax-compliant, professional wealth management services to US and Canadian clients, residents, and expats, as well as other international clients with US-related planning requirements.
The Swiss wealth managers come in all shapes and sizes, from the small and very personal one-man enterprise to larger, multi-family offices as well as the North America-oriented subsidiaries of several banks. The minimum amount of investment ranges between none, USD 100,000, USD 250,000, USD 500,000, USD 1,000,000 or more, so there is a Swiss wealth manager for almost any kind of North American investor. Most of the wealth managers can be found in Zurich (German-speaking region) followed by Geneva (French-speaking region, and Ticino (Italian-speaking region) and a few have offices in the United States too.
AW✚Switzerland enables you to browse through Swiss wealth managers . You can locate and thoroughly evaluate the background of the Swiss wealth manager you may want to do business with, as part of the evaluation process, before you get in contact.
Your Swiss wealth manager will guide you through the account opening process in a precise and efficient manner, so your account is established as efficiently as possible.
You will receive all the necessary documents for correct and timely reporting and tax preparation.
Other Swiss-based service providers such as lawyers, trust advisors, tax advisors and more are also happy to work with North American clients with their international, wealth management-related needs.
Insurance company-based solutions (Private Placement Life Insurance) can also be added to the equation and are available to North Americans (when established outside of your home jurisdiction). These insurance-based policies have become increasingly popular as the advantages of integrated wealth management solutions for estate planning purposes have become better understood and successfully put to use.