CEO, AW★SWITZERLAND
Phone: +41 79 767 07 58

Anne, a Swiss national, developed the new Swiss platform AW★SWITZERLAND - Directory of Swiss wealth management services for US citizens, US residents and US expats, which lists the Swiss wealth managers registered with the SEC as an investment adviser and able to provide cross border ... more

ALL CONTRIBUTIONS

E Does Distance Matter When Choosing A Wealth Manager?
Trust is a key factor when establishing a relationship with a wealth manager or an investment advisor. But does distance make a difference? And have you considered Switzerland?
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Why Switzerland? AAA!
Swiss financial institutions maintain the toughest capital requirements and continue to be the safest in the world.
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Comments

Latest Comments
What Happens To Your U.S. Brokerage Account When You Leave America?
3 years ago

Thank you for the article Douglas. With a US brokerage account is an FBAR necessary as you have mentioned?

1 to 1 of 1 comments

STOCKS I FOLLOW

BEXIX Baron Emerging Markets Fund
CLSHX Advisorone Shelter Fund Class N
FLNJYX FT Corp
FSLKNX FT Corp
GLFOX Lazard Global Listed Infrastructure Ptf Open Shs
ICFO ICF CORPORATION
IRKTY IRKUT CORPORATION
KNSC KENERGY SCNT INC
LAGFX Lord Abbett Global Fund Inc. Global Allocation
LBGCX Legg Mason Partners Lifestyle Series Inc
LROIX Legg Mason Global Asset Management Trust
NQUSS6570 Nasdaq OMX Indices USA
NSFE NATIONWIDE SAFET PRP
RDXJMUSD Russell Indices
SQQQ ProShares UltraPro Short QQQ
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TWEETS

PERSONAL BLOG

Latest Posts
Swiss Wealth Management: The Changed Environment For US Investors
Swiss wealth management for US clients has evolved over the past years...

Work Experience

CEO
WHERE AMERICANS ARE WELCOME
February 2014 - Present (6 years 8 months)

International and jurisdictional investment diversification for US clients "Made in Switzerland."

Education

Education in Canada, United States and Switzerland
Bachelor of Science (BS
Marketing, Communication, Business Development

Publications