Tuesday, December 06, 2016

The Swiss-held nest egg

As a US investor, you don’t need to rely on the American financial market only. You can take a step beyond your borders and establish a nest egg in Switzerland for safekeeping.

Prudent US investors recognize the need to be prepared for turbulence in the US financial markets and to establish an alternative strategy complementing the US strategy already in place. Market, institution, currency, and asset manager diversification is accomplished by establishing an investment account in another jurisdiction. That’s where Switzerland comes in.

Why Switzerland?

Switzerland is the world’s leading jurisdiction for international private wealth management. Moreover, Switzerland’s long-term political and economic stability, neutrality, expertise and commitment to quality provides a strong home for a portion of your assets. Switzerland is possibly the safest place in an increasingly unsafe world.
 You can establish your Swiss-held nest egg from the comfort of your home.

How to get started

There are over 40 Swiss wealth managers, registered as an investment adviser with the Securities and Exchange Commission in the United States happy to serve US clients in the US and abroad.
Being registered with the SEC allows Swiss wealth managers to communicate and act freely with American clients and to provide their wealth management services without restrictions while adhering to the regulations. You can even establish your Swiss-held nest egg from the comfort of your home (However, a trip to Switzerland is highly recommended.).
Visit WHERE AMERICANS ARE WELCOME and browse through the Swiss SEC RIAs at your convenience.

How to find your Swiss SEC RIA

Swiss SEC RIAs come in all shapes and sizes – individual advisers, independent wealth managers, multi-family offices and the subsidiaries of Swiss banks with a focus on American clients.

Minimum amounts of investment range between USD 50,000 and USD 20,000,000, so there are options for almost every kind of US investor.

WHERE AMERICANS ARE WELCOME is the world’s leading directory listing the Swiss SEC-registered wealth managers open for business with US clients.

Visit the Swiss platform WHERE AMERICANS ARE WELCOME - Swiss Wealth Management for US Clients and browse through the Swiss SEC RIAs at your convenience. Take a look at the details of their SEC registrations, read their ADV Part 2 brochures, which provide detailed insight into their wealth management services including their investment approach and fees.

Once you have thoroughly reviewed the information, you can easily get in touch with the Swiss SEC RIA(s) of your choice and request further information on establishing your account. They are not more than a phone call or click away.
WAAW also lists other wealth management-related service providers such as US tax advisers, estate planning lawyers, trust advisers, trusted advisers, citizenship and residential planning advisers etc.
Through a collaboration with a Swiss SEC RIA you can gain a cutting edge over your competition.

For American financial advisers

There is no reason to ignore jurisdictional and international diversification "Made in Switzerland" when advising your clients on the future well-being of their assets. Many Swiss SEC RIAs are happy to establish relationships with American financial advisers in order to co-advise clients on the long-term benefits of a Swiss-held nest egg. Through a collaboration with a Swiss SEC RIA you can gain a cutting edge over your competition, get prepared for jurisdictional diversification and provide your clients with added value. Getting in contact is easy. Just make a phone call, write an email or, even better, come to Switzerland and meet with your selection of Swiss SEC RIAs firsthand.
 Get the touch and feel of Switzerland as home to a portion of your assets firsthand.

Come to Switzerland – Individuals, couples, families, groups

While it is easy to establish your relationship with a Swiss SEC RIA from the US, it is recommended that you visit Switzerland to get the touch and feel of the country as a home to a portion of your assets firsthand. WAAW is happy to organize your stay and agenda for an efficient visit, covering all the bases. Naturally, sightseeing is also an important part of your trip and WAAW is happy to organize and accompany you on excursions. For further information please contact: AnneLiebgott@americanswelcome.swiss

 „In God we Trust“

 ...is stated on the US dollar. However, in this day and age, with volatility and uncertainty ever on the rise, placing trust in a secure Swiss-held nest egg is a prudent step to take.

WAAW is happy to be able to help you get established.

For further information, please visit

WAAW at http://www.americanswelcome.swiss

or contact :

T: +41 79 767 07 58 T: from the US 01141 79 767 07 58

Zelglistrasse 19, 8311 Brütten-Zurich, Switzerland

You can also follow WAAW's LinkedIn company page at:

“Be Prepared” for jurisdictional diversification – Establish a strategic alliance with a Swiss SEC-registered wealth manager

The first million dollar question at the moment is, what will happen next with Donald J. Trump as President of the United States? What will happen to the American economy, what will happen to the US dollar, what turbulences, what unexpected things will occur? What will your clients do? What should they do?

As an investment advisor, a wealth manager, an estate attorney, a CPA or anyone in an advisory position, you have an obligation towards your clients to provide advice and to introduce innovative yet doable solutions with regard to your client’s future financial well-being.

Sticking to a home bias only and not taking a closer look at other compliant opportunities outside of the American market may even be considered unthoughtful. Why should your client’s future financial well-being depend on the American system only, when it is compliant and easily possible to hold assets beyond their own borders as well. It is prudent to get to know the possibilities and options and establish a relationship with an expert on the subject of jurisdictional and international diversification. If your clients have never considered jurisdictional and international diversification in the past, they will be grateful for new insights and opportunities from you, as their trusted advisor.

"Be Prepared"

By adopting a prudent “Be Prepared” attitude and taking different markets, different financial institutions, different investments and currencies and different views and insights into consideration, you can develop an alternative strategy that complements the investment strategy already in place on the American market. And no matter how the American economy and market develops, an alternative investment strategy can be beneficial for an overall, diversified wealth management program.

First consideration: Switzerland

Switzerland, which celebrated its 725-year anniversary this year, remains the global leader for private wealth management, due to its long-term economic and political stability, its neutrality, its high-quality approach and state-of-the-art wealth management expertise. The country's solid triple-A status appears to be immune to the happenings around its border nations. Switzerland is a first consideration.

Legal and compliant Swiss wealth management solutions are provided by Swiss wealth managers registered as an investment advisor with the Securities and Exchange Commission in the US. Reporting requirements are well known and together with a US tax adviser, all requirements are adhered to in a timely manner.

Establishing a Swiss-made strategic alliance

A strategic alliance with a Swiss wealth management professional, registered with the SEC, is one of the best ways to add a new facet to your advisory services and provide added value to your clients.

Adding the element of jurisdictional and international diversification “Made in Switzerland” to your client’s overall wealth strategy is a forward-looking, sophisticated approach and many Swiss SEC RIAs are happy to work together with American professionals.

You can formalize an ongoing relationship with a Swiss SEC RIA for a long-term profitable relationship and maximize the potential of your client relationships, driving client satisfaction and loyalty. Bottom line: you can serve your clients better with a future-oriented, international approach.

Through an alliance, clients will benefit from both your expertise as their trusted professional with whom they already have a relationship, a professional that addresses the full range of their financial concerns and, by extension, from the skills and insights of a Swiss SEC RIA. You can move upmarket with your services and serve a whole new set of high-net-worth clients.

Getting started is easier than you may think

To get started, visit the Swiss platform at americanswelcome.swiss (WAAW). The platform lists the Swiss wealth managers registered with the SEC focusing on the individual needs of US clients for jurisdictional and international diversification.

Swiss SEC RIAs come in all shapes and sizes. From the small and very personal one-man enterprise to larger, multi-family offices as well as the US client subsidiaries of several banks. The minimum amount of investment ranges between none, or a low of USD 50,000 and USD 30 mn or more. Most of the Swiss SEC RIAs can be found in Zurich (German-speaking region) followed by Geneva (French-speaking region) and Ticino (Italian-speaking region). See Swiss SEC RIA alphabetical and regional listings.

Browse around, check out their SEC registrations and read through the ADV Part 2s and make a selection of the Swiss SEC RIAs you would like to get in contact with.

Or make the trip...

Naturally, a trip to Switzerland to check things out personally is also an option and you can mix business with pleasure. WAAW is happy to assist you with your agenda on your personal trip or you can attend an upcoming Swiss Wealth Management Seminar, designed especially for the American financial professional. For further information, please contact WAAW.

WHERE AMERICANS ARE WELCOME - Swiss wealth management for US clients

Anne Liebgott    From the US: +01141 79 767 07    anneliebgott@americanswelcome.swiss