★ What's new ★
AMERICANS WELCOME ★ SWITZERLAND
Swiss wealth management services for US citizens and residents
AMERICANS WELCOME ★ SWITZERLAND
For American expats in Switzerland and those to come
(Formerly known as WHERE AMERICANS ARE WELCOME - Swiss wealth management for US clients and WHERE AMERICANS ARE WELCOME-EXPATS - For Americans in Switzerland and those to come)
The Swiss and US custodians section is expanding to include bank listings from Swiss, Liechtenstein and US custodian banks the hold accounts for US clients in collaboration with a Swiss SEC-registered investment adviser.
US advisers section for US advisers that have a working relationship with a Swiss SEC RIA or other Swiss-based company
The Insurance-based solutions section is expanding to include Swiss SEC RIAs that can implement insurance-based solutions for estate planning purposes (PPLI, DVAs).
The SWISS WEALTH MANAGEMENT SEMINAR AND WORKSHOP presented by AMERICANS WELCOME ★ SWITZERLAND and the Swiss Institute for Financial Planning (see more information below)
AMERICANS WELCOME ★ ASIA americanswelcome.asia
New AWS features
(see a list of all the client-friendly listing features below)
The new contact form calls for a new layout of the client-friendly listing
Contact form directed to your email address included in your client-friendly listing
➨ Get in touch with Anne Liebgott for further information and an initial conversation
★ NEWS ★
Presenting new client-friendly listings, personnel changes, events, publications, new features on AWS and other relevant news items.
Keep the news coming!
Ongoing press coverage with every new client-friendly listing!
Through a close collaboration with Citywire, new client-friendly listings on AWS are announced.
In addition to the new listing announcement, an interview is scheduled with the journalist for publication on Citywire and/or in Citywire's special issues.
See In the news listings below
Mixing business with pleasure!
COME TO SWITZERLAND
Be it for individuals, couples, the whole families or groups, AWS will organize an exclusive, tailor-made program to make a client's stay efficient, spectacular, enjoyable and worth their while. They can mix business with pleasure and meet with Swiss wealth managers, custodian banks and more to establish personal relationships during their stay.
Anne Liebgott from AMERICANS WELCOME ★ SWITZERLAND is a certified Switzerland Travel Expert
AMERICANS WELCOME ★ SWITZERLAND with the Institute for Financial Planning, Zurich
SWISS WEALTH MANAGEMENT SEMINAR AND WORKSHOP
Zurich and Geneva, Switzerland
for US advisers
US advisers will partake in a one week program in Zurich and Geneva and go home with a certificate of qualification from IfFP. Some speakers will be provided by the IfFP, Zurich but the majority of the speakers (and workshops) will be by participating Swiss SEC RIAs and other wealth management-related service providers with client-friendly listings on AWS.
The AWS-IfFP seminar and workshop is in the planning phase and once participating Swiss SEC RIAs (as speakers, for presentations, workshops, personal meetings, sponsors etc. are lined up, the planning of the agenda (time schedule, venues, activities) will be determined in detail.
More information to follow.
Naturally, AWS-IfFP is open for suggestions during the planning phase.
In the news!
Swiss SEC RIAs with a client-friendly listing on AWS recently in the news
June 26, 2017 SEC-registered WM platform welcomes Zurich adviser
June 7, 2017 Adviser hires ex-UBS boutique head as CEO
June 8, 2017 UBS Top Shot Takes Over at Wealth Manager
Always nice to receive a compliment!
"I will be traveling to Switzerland to interview money managers since I have always valued the more balanced global viewpoints of Swiss-based wealth managers. I find reading your publication and appropriate websites to be quite helpful and fine counsel." R.R.
"Wow, great websites you established, something completely new and helpful! You gathered the most important areas together, no need to any further search on the internet, fantastic." A.L.
"AWS is fantastic, I will take a look and think of people that might be relevant." P.R.
"I found your site webs very amazing. I am very impressed and grateful to know that you have invested in the effort to help Americans to find the resources in Switzerland." A-M.A.
A client-friendly listing on AWS (and AWS EXPATS) now includes:
- Alphabetical listing, Regional listing, Individual listing
- Logo (can be a perpetual, animated .gif banner)
- Contact details
- Links to your website, contact page, SEC registration and ADV Part 2
- Your minimum amount of investment
- Strapline (1-2 sentence introduction to your services)
- Links to your blogs, newsletters, reports, events etc.
- Picture and short bio of your advisor(s) added to the listing
- Link to your LinkedIn profile
- Link to your LinkedIn company page
- Contact form directed to your email address
- Featured in the Frontpage * NEWS * Showcase
- Listing in the * NEWS * section
- Listings in the Meet the people section for one or more of your advisers
- Listings in the Events sections
- Listings in the Publications sections
- Interview/showcase to be added to the Publications sections with a link to your individual listing
- Introductions to interested US advisers seeking partnerships with SEC RIAs
- Mentions in articles, posts, interviews and podcasts
- New listing announcement and interview in CityWire publications
- Promotion over LinkedIn and twitter
- Participation options in the upcoming Swiss Wealth Management Seminar and Workshop
All for CHF 1,780 plus VAT CHF 142.40 for one year
If you sign up now, compliments of AWS, two additional months and two banner placements free!
Special two year listing offer with 25% off for the second year, all for CHF 3,105 plus VAT CHF 248.40 (including any new features to come).