Anne Liebgott Blog | The Swiss Safety Net For US Clients | Talkmarkets
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Anne, a Swiss national, developed the new Swiss platform AMERICANS WELCOME ★ SWITZERLAND - Swiss wealth management services for US citizens and residents, which lists the Swiss wealth managers registered with the SEC as an investment adviser and able to provide compliant, cross border ... more

The Swiss Safety Net For US Clients

Date: Saturday, April 15, 2017 8:55 AM EST

The Swiss Safety Net for US Clients

The Swiss Safety Net for US Clients

The world is becoming increasingly volatile. Bombs dropped recently in Syria, North Korea, are signs that the world is heading toward more turbulence and uncertainty. No one knows how the future will unfold but it pays to be prepared.

Switzerland is arguably the safest place in an unsafe world

Switzerland is arguably the safest place in an unsafe world, especially as a second home to a portion of your hard-earned assets. Switzerland continues to be recognized as the world's leading financial center for private wealth management (with over 25% of the global market) and not without good reason. AAA-rated with a stable outlook, long-term political and economic stability, Swiss neutrality, strictly regulated financial institutions, state-of-the-art knowledge and experience and traditional high Swiss quality make Switzerland an easy choice for the American investor seeking an alternative to a US-only-based investment portfolio. In addition, Switzerland is not part of the European Union and is spared their woes.


Hyposwiss Advisors SA, Geneva


Elio Barzilay from HypoSwiss Advisors (Geneva), states, "Switzerland has always been a small country differentiating itself by being able to provide optimum solutions for an international clientele."

It is easy to get established in Switzerland, Americans are welcome

Holding some assets with a Swiss custodian bank (jurisdictional diversification) managed by Swiss wealth manager dedicated to the particular needs of US clients (international diversification) with a different perspective to your at-home, US adviser is a prudent decision. As an American, it is easy to get established in Switzerland. There are over 50 Swiss wealth managers, which have registered with the SEC (Securities and Exchange Commission) in the United States as an investment adviser, and therefore welcome US clients and are able to provide the full range of cross border wealth management services to Americans domiciled in the US and abroad without restrictions. A trip to Switzerland, to meet personally with your new Swiss wealth manager and Swiss custodian bank is recommended but you can also get established without leaving home. Your Swiss wealth manager will be happy to accompany you through the process step-by-step. No need to worry about cross border reporting and tax issues, you'll receive all the required documents and there are many Swiss-based, US tax experts to make sure you get it right, right from the beginning. Alternatively, some Swiss SEC RIAs also offer a US custodian bank, coupled with their Swiss wealth management expertise.

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