AW✚SWITZERLAND FOR AMERICANS

A DIRECTORY OF SWISS WEALTH MANAGEMENT, PRIVATE BANKING, AND OTHER SERVICES FOR US, CANADIAN, AND LATIN AMERICAN CITIZENS, RESIDENTS, AND EXPATS

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Contact  Get listed on AW✚SWITZERLAND for Americans

SWISS SEC-REGISTERED INVESTMENT ADVISORS SERVING AMERICAN CITIZENS, RESIDENTS, AND EXPATS

YOU CAN GET ESTABLISHED IN SWITZERLAND FROM THE COMFORT OF YOUR HOME

Swiss wealth managers, registered as investment advisors with the US Securities and Exchange Commission (SEC), provide client-friendly access to their SEC registrations, ADV Part 2 Brochures, and ADV Part 3 CRS (Client Relationship Summaries), along with their websites and contact details.

Swiss SEC-Registered investment advisors (RIAs) are uniquely positioned to serve American clients both in the US and abroad. They can collaborate with local US advisors to design Swiss-based, globally diversified investment strategies that complement US-centric portfolios, offering a balanced and international approach to wealth management.
What SEC registration means
Alpen Partners International

Bäch|Wollerau, Zurich, Geneva, Lugano
Ameliora Wealth Management
Zurich, Miami
BFI Infinity
Zurich
HIA Helvetia Investment Management
Lugano
Hyposwiss Advisors
Geneva
LFA
Lugano, Zurich, Sion
LOBNEK Wealth Management
Geneva, New York
REYL OVERSEAS INTESA SANPAOLO
Zurich
swisspartners Advisors
Zurich
The Forum Finance Group
Geneva
Vontobel Swiss Wealth Advisors
Geneva, Zurich, Miami, New York
WHVP
Zurich
Services for expats and those to come
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