Wealth management for US clients
We work with Swiss banks to offer investment opportunities held in Switzerland to individuals subject to US taxation.
Certain renowned private and universal Swiss banks are entirely specialised in providing holding opportunities in Switzerland to individuals subject to US taxation. These investment advisors are registered as securities brokers by the US Securities and Exchange Commission and the Swiss Financial Market Supervisory Authority.
Thanks to this cooperation, we transparently lead your wealth to success using different investment strategies. We take the time to fully understand your investment goals in order to choose your ideal investments. Our main concern is providing personalised, expert support to our clients. If you have any questions, please contact us.
When the winds of change blow, some people build walls and others build windmills.
Chinese proverb
Our services and products are divided into two main categories:
We will be delighted to respond to your inquiries and give you further information on the possibilities available to you.
Managed portfolios
These portfolios contain actively managed programmes with different asset classes. After you analyses your goals and priorities and create your personal investment strategy with us, your portfolio will then be managed by the bank.
Individual portfolios
Our investment advisors can tailor your individual investment programme to your needs. Unlike with managed portfolios, with this investment form you can make your own decisions and manage your portfolio.
Have we caught your attention?
We are looking forward to hearing from you.
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Max Muster
Max Muster
Max Muster
Max Muster
Max Muster
Max Muster