AW✚SWITZERLAND

A DIRECTORY OF SWISS WEALTH MANAGEMENT, PRIVATE BANKING, AND OTHER SERVICES FOR US, CANADIAN, AND LATIN AMERICAN CITIZENS, RESIDENTS, AND EXPATS

americanswelcome.swiss • #awswitzerland

Establish a Second Home for Your Assets in Switzerland

Expand your investment horizon - Look beyond borders and explore opportunities in global markets

Reduce home-bias risk with diversification - Build a globally diversified portfolio to balance risk and maximize growth potential.

Access opportunities in Switzerland and worldwide - Leverage Switzerland's unique position as a gateway to international investments.

Engage a Swiss wealth manager - Work with experts who bring international perspective, proven expertise, and global experience to your financial strategy.

Secure your wealth in a leading Swiss private bank - Hold your assets in institutions renowned for stability, security, and excellent service.

Connect with top-tier Swiss wealth professionals - Build a network of experienced specialists to guide your financial journey.

Experience Switzerland’s renowned personalized service - Enjoy tailored, high-quality wealth management solutions that meet your unique needs.

Benefit from Switzerland’s stability and discretion - Take advantage of Switzerland’s long-term political and economic resilience, discretion, and reliability.

Plan for the future - Elevate your lifestyle - Achieve peace of mind

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SERVICES (CLICK ON SERVICE)

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SPOTLIGHT

THE NESTMANN GROUP
THE NESTMANN GROUP - US-BASED ADVISOR WITH A SWISS NETWORK

Swiss Asset Management for US Investors: Benefits, Risks, and How to Start

Brandon Roe
REYL OVERSEAS
REYL OVERSEAS INTESA SANPAOLO GROUP

Strategy Outlook July 2025

Roger Groebli, CEO 
LOBNEK WEALTH MANAGEMENT
LOBNEK WEALTH MANAGEMENT

Lobnek Newsletter July 2025

Marc Moret, CEO 
THE FORUM FINANCE GROUP
THE FORUM FINANCE GROUP

Outlook | 2H 2025

Egon Vorfeld, Managing Partner
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AW✚SWITZERLAND received the WealthBriefing Swiss Awards

2021 For the best marketing campaign  ·   2023 For the best use of social media

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