SWISS, US, CANADIAN, AND SINGAPORE CUSTODIAN BANKS FOR AMERICAN, CANADIAN, AND LATIN AMERICAN CLIENTS

GET ESTABLISHED IN SWITZERLAND FROM THE COMFORT OF YOUR HOME

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

A US, Canadian or Latin American client chooses a custodian bank 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 bank.

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

SOME SWISS CUSTODIAN BANKS

HYPOSWISS PRIVATE BANK
Geneva, ZURICH
VONTOBEL SWISS WEALTH ADVISORS
Geneva, Zurich

Bank J. Safra Sarasin, Banque Pictet, Bordier & Cie SCmA, Dreyfus Banquiers, DZ Bank, Edmond de Rothschild (Suisse) S.A., EFG International, Julius Baer, Rahn + Bodmer, Reichmuth & Co., Syz, UBP, UBS.

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

SWISS SEC RIAS WORKING WITH US CUSTODIAN BANKS

ALPEN PARTNERS INTERNATIONAL

Bäch|Wollerau, Zurich, Geneva, Lugano

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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 CUSTODIAN BANKS

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.

SWISS SEC RIAS WORKING WITH SINGAPORE CUSTODIAN BANKS

ALPEN PARTNERS INTERNATIONAL

Bäch|Wollerau, Zurich, Geneva, Lugano

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SWISSPARTNERS ADVISORS
Zurich

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