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Updated by Anne Liebgott on Mar 28, 2016
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Swiss SEC-registered wealth managers welcome American clients!

Here's a list of Swiss wealth managers registered with the SEC in the United States as an investment adviser and able to provide US tax-compliant wealth management services to Americans in the US.

1

Ameliora Wealth Management Ltd.

Ameliora Wealth Management Ltd.

Gutenbergstrasse 10, 8002 Zurich, Switzerland

T: +41 43 336 10 90 F: +41 43 336 10 99

Minimum amount of investment: USD 1,000,000

www
Contact
SEC Registration
ADV Part II

At Ameliora Wealth Management, we take pride in being truly independent investment advisers. We are Swiss-based, but focus exclusively on the unique needs of U.S. clients.

Read the interview with Rainer Nigg from Ameliora Wealth Management Ltd here

2

Beck Asset Management AG

Beck Asset Management AG

Birmensdorferstrasse 123, 8003 Zurich, Switzerland

T: +41 44 462 40 40 F: +41 44 462 40 41

Minimum amount of investment: None, USD 500,000 recommended

www
Contact
SEC registration
ADV Part II

Hold your assets with a Swiss custodian bank and managed by a totally independent SEC-registered Swiss investment advisor. We offer you Swiss quality services shaped by Jewish and US ethics.

Read the interview with Isak Mosbacher here

Read the Mishpacha advertorial here

3

E. Agustoni, Golden Eagle Services

E. Agustoni, Golden Eagle Services

P.O.Box 175, Feldstrasse 5, 8902 Urdorf, Switzerland

T: +41 43 322 98 70 F: +41 43 322 98 71

Minimum amount of investment: USD 250,000

www
Contact
SEC registration
ADV Part II

Seek and Find – Golden Eagle finds the answers to your financial questions.

4

LFA Lugano Financial Advisors SA

LFA Lugano Financial Advisors SA

Via Cantonale 2, 6900 Lugano, Switzerland

T: +41 91 921 37 52 F: +41 91 921 38 09

Talstrasse 65, 8001 Zurich, Switzerland

T: +41 43 497 35 81 F: +41 43 497 35 83

1395 Brickell Avenue, Suite 640, Miami, FL 33131, USA

T: (305) 602-4337

Minimum amount of investment: USD 1,000,000 recommended

www
Contact
SEC Registration
ADV Part II

We offer our client transparent, disciplined and precise investment strategies by integrating the American aspects of tax requirements and SEC regulations from the beginning; assuring the client a professional, balanced and intelligent management style.

Read the interview with Michel Guignard here

5

Mirelis Advisors S.A.

Mirelis Advisors S.A.

Rue de la Corraterie 14, 1204 Geneva, Switzerland

T: +41 22 310 76 40 F: +41 22 310 76 39

Please contact Mr. Elio Barzilay for a free appointment or conference call.

Minimum amount of investment: USD 1,000,000 - can be negotiated

www
Contact
SEC registration
ADV Part II

An association based on trust with the investor is the prerequisite for successful investments. Mirelis Advisors seeks to perpetuate the capabilities of the Mirelis Financial Group in serving its US clientele with a high standard of quality coupled with strong and active personal relationships.

Read the interview with Elio Barzilay here

6

Pictet North America Advisors SA

Pictet North America Advisors SA

48 Route des Acacias, 1211-73 Geneva, Switzerland

T: +41 22 307 90 00 F: + 41 22 307 90 01

Freigutstrasse 12, 8002 Zurich, Switzerland

T: +41 43 283 64 00 F: + 41 43 283 64 01

Minimum amount of investment: USD 3,000,000

www
Contact
SEC registration
ADV Part II

Our sole mission is to advise private clients, families and institutions in the complex business of managing their wealth.

Read the interview with Felix Weibel here

Read the Pictet North America Advisors SA brochure here

7

Reyl Overseas Ltd.

Reyl Overseas Ltd.

Talstrasse 65, 8001 Zurich, Switzerland

T: +41 58 717 94 00 F: +41 58 717 94 01

333 Lee Parkway, Suite 626, Dallas, TX 75219, USA

T: (214) 665-9426 F: (214) 665-9590

2062 Alameda Padre Serra, Suite 102

Santa Barbara, CA 93103, USA

T: (805) 770-2349

Minimum amount of investment: USD 1,000,000

www
Contact
SEC registration
ADV Part II

Our team combines first-hand knowledge of U.S. and international markets, providing financial expertise and exceptional personal service with a refreshingly innovative, flexible and transparent approach.

Read the interview with Oliver E. Hohermuth here

Watch the YouTube video "REYL Overseas Expands to the US" here

8

Swiss Infinity Global Investments GmbH

Swiss Infinity Global Investments GmbH

Gartenstrasse 23, 8002 Zurich, Switzerland

T: +41 44 200 23 10 F: +41 44 200 23 19

Minimum amount of investment: USD 1,000,000

www
Contact
SEC registration
ADV Part II

Helping US clients to protect and grow their wealth.

Read the interview with Thomas Merrick here

Watch Daniel Zurbruegg speak at the Total Wealth Symposium 2015 here

Subscribe to the Swiss Infinity Global Investments GmbH newsletter here

9

UBS Swiss Financial Advisers AG

UBS Swiss Financial Advisers AG

Löwenstrasse 49, 8001 Zurich, Switzerland

T: +41 44 237 88 00 F: +41 44 237 87 98

Minimum amount of investment: USD 500,000

www
Contact
SEC registration
ADV Part II

Our sole focus is helping US investors safely and easily invest abroad.

Read the UBS SFA brochure here

Watch the UBS SFA video portrait here

10

WHVP Weber Hartmann Vrijhof & Partner Ltd.

WHVP Weber Hartmann Vrijhof & Partner Ltd.

Schaffhausertrasse 418, 8050 Zurich, Switzerland

T: +41 44 315 77 77 F: +41 44 315 77 78

Minimum amount of investment: USD 500,000

www
Contact
SEC registration
ADV Part II

Our asset management principles are guided by conservative, long-term oriented capital preservation strategies. Our focus is personalized service.

Sign up for the free WHVP quarterly newsletter here

Watch Robert Vrijhof speak at the Total Wealth Symposium here

Read the interview with Robert Vrijhof here

Read the WHVP brochure here