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Serving Americans since 1991

Swiss Wealth Management

for US Clients

Internationally diversify your Wealth today

Grüezi and welcome!

We are specialized in helping US clients internationally diversify their assets and add a layer of asset protection to their wealth. 

We are a family business owned and managed by the second generation. Since 1991, we have specialized in serving US clients out of Switzerland. Additionally to being regulated in Switzerland we are also registered with the Securities and Exchange Commission in the US.

We are associated with several first-class private banks in Switzerland, Liechtenstein and Austria, which act as custodian banks for our client’s accounts. Our asset management principles are guided by conservative, long-term oriented capital preservation strategies. We have a strong focus on a high service level and long-standing relationships. We structure a portfolio, which will be insulated against US dollar depreciation, yet capitalize on overseas investment opportunities.

We have a strong team with an extremely low-turnover rate, so you can rely on dealing with the same person for years. Since we are independent, we work for you and always make investment decisions suitable to your needs. A detailed investment strategy will be established once it is decided to start a relationship with us and having the account opened.

We apply strict and conservative asset management principles. One of our main targets is capital preservation as well as very personalized service to suit the particular needs of our clientele. With the knowledge and expertise our team can offer, we know that with us you are in good hands.

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