SWISS & US & CANADIAN CUSTODIAN BANKS

GET ESTABLISHED IN SWITZERLAND FROM THE COMFORT OF YOUR HOME

Through a Swiss wealth manager, a custodian account can be established with a Swiss and/or, in the case of some Swiss wealth managers, a US custodian or Canadian custodian.

A US or Canadian client chooses a custodian in collaboration with a Swiss wealth manager and gives the wealth manager a discretionary mandate with a limited power of attorney to manage the account (or an advisory mandate) held with the custodian.

Swiss wealth managers may collaborate with several Swiss and/or US and Canadian custodians, the choice is yours.

SOME SWISS CUSTODIANS

BANQUE PICTET

Geneva, Zurich

VONTOBEL SWISS WEALTH ADVISORS

Geneva, Zurich

Bank J. Safra Sarasin, Bordier & Cie SCmA, Dreyfus Banquiers, DZ Bank, EFG International, Julius Baer, Rahn + Bodmer, Reichmuth & Co., Syz, UBP, UBS.

The Swiss custodian adheres to FATCA requirements and issues all the statements and documents required for timely FBAR and correct tax reporting with the IRS.

SWISS SEC RIAS WORKING WITH US CUSTODIANS

ALPEN PARTNERS INTERNATIONAL

Bäch|Wollerau, Zurich, Geneva, Locarno 

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BASELINE WEALTH MANAGEMENT

Geneva, Zurich

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BFI INFINITY

Zurich

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HYPOSWISS ADVISORS

Geneva, Zurich

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LFA

Lugano, Zurich

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REYL OVERSEAS

Zurich

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SOME US CUSTODIANS

Merrill Lynch, Morgan Stanley, HSBC, Citi, Interactive Brokers, Alex Brown/Raymond James.

By using a US custodian, US clients are not subject to FATCA and FBAR reporting requirements.