Swiss SEC-registered investment advisers with client-friendly access to their SEC registration, ADV Part 2 brochure, contact details, interviews, publications, events and more.

Swiss SEC RIAs are happy to serve US clients in the US and abroad and to collaborate with US advisers to help create a Swiss-based, international wealth strategy for US citizens and residents, complementing the US-based wealth strategy implemented at home.
Find out what it means to be SEC-registered.

Ameliora Wealth Management Ltd.

Zurich, Switzerland
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Beck Asset Management AG

Zurich, Switzerland
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BFI Infinity Inc.

Zurich, Switzerland
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Finaport Asset Management Ltd.

Zurich, Switzerland   Singapore
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HYPOSWISS ADVISORS SA

Geneva, Switzerland
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LFA 

Lugano, Zurich, Switzerland
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Pictet North America Advisors SA

Geneva, Zurich, Switzerland
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REYL Overseas

Zurich, Switzerland  Dallas, USA
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Silvercoast Partners AG

Wilen, Switzerland
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Other Swiss SEC-registered investment advisers
Alpenrose Wealth Management
Alpenrose Wealth Management Intl. AG
Geneva, Bäch, Zurich, Switzerland
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BGL Family Office AG
Zurich, Switzerland
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Global Wealth Management LC
GWM Global Wealth Management LC
St. Gallen, Switzerland. Miami Beach, USA.
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Kaiser Partner Financial Advisors Ltd.
Zurich, Switzerland
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Parkview Ltd.
Zurich, Geneva, Switzerland
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Proventus AG Vermögens-verwaltung
Zurich, Switzerland
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Sloan Asset Management AG
Zurich, Switzerland
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Swiss American Advisors AG
Zurich, Switzerland
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The Forum Finance Group S.A.
Geneva, Switzerland
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Vontobel Swiss Advisors
Vontobel Swiss Wealth A dvisors AG
Geneva, Zurich, Switzerland
Dallas, New York, USA
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Avalor Investment AG
Avalor Investment AG
Zurich, Switzerland
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Capitalia S.A.
Geneva, Switzerland
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E. Agustoni
Golden Eagle Services
Urdorf, Switzerland
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HIA Helvetia Investment Advisors SA
Lugano, Switzerland
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Lighthouse Swiss Wealth Advisors AG
Zug, Switzerland
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Park Wealth Ltd.
Baar, Switzerland
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Quanta Finance SA
Geneva, Switzerland
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St. Columbanus AG
Teufen, Switzerland
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UBP Investment Advisers SA
Geneva, Switzerland
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UBS Swiss Financial Advisers Ltd.
Zurich, Switzerland
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Valeur Fiduciaria SA
Lugano, Switzerland
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WHVP Weber Hartmann Vrijhof & Partner Ltd.
Zurich, Switzerland
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Bellecapital International
Zurich, Switzerland
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Climber Capital SA
Nyon, Switzerland
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Huesler Financial Consulting AG
Lucerne, Switzerland
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Lobnek Wealth Management, Inc.
Geneva, Switzerland
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Penta Family Office SA
Geneva, Switzerland
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Rubin Overseas Ltd.
Zurich, Switzerland
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Sequoia Swiss Financial Advisors Ltd.
Zurich, Switzerland
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Strategic Swiss Advisors Sarl
Geneva, Switzerland
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Swiss USAdvisors Ltd.
Zurich, Switzerland
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White Lighthouse Investment Management
White Lighthouse Investment Management
Lausanne, Switzerland. Lexington, USA.
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EVT Financial Advisors AG
Zurich, Switzerland
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Steven J. Cohen CFA
Zurich, Switzerland
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Heritage & Partners SA
Geneva, Switzerland
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ISPartners Investment Solutions AG
Zurich, Switzerland
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Marcuard Family Office Ltd.
Zurich, Switzerland
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Pilotage Private Wealth AG
Zurich, Geneva, Switzerland
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Swiss Alpine Wealth Management LLC
Leysin, Switzerland
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Syz Swiss Advisors SA
Zurich, Switzerland
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Swisspartners Advisors Ltd.
Zurich, Switzerland
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Ventira Private Wealth Management Ltd.
Zug, Switzerland
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The listed Swiss SEC-registered investment advisers are according to the information provided in the SEC registrations and the ADVs Part 2 on the IAPD website.
AMERICANS WELCOME ★ SWITZERLAND is independent and unbiased and does not recommend, prefer, endorse, solicit or discourage any particular listed Swiss SEC RIA, other service provider or wealth management-related product. Furthermore, the website content, opinions, privacy policies or services provided are their own and are not endorsed by AWS in any way. This publication is for your information only and is not intended as an offer, promotion, or solicitation to buy or sell any financial instrument or perform any other financial transactions. All information and opinions expressed in this publication reflect our current views as of the date of the publication and may be liable to change without notice. Please read the disclaimer.