Anne Liebgott
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.
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
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
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.
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
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
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
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
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
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
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
