Compliant Swiss custodian banks
In collaboration with a Swiss SEC-registered investment adviser
In collaboration with a Swiss SEC-registered investment adviser, an account can be established with a Swiss or Liechtenstein bank. The client chooses one of the qualified custodian banks that accepts American clients in collaboration with a Swiss SEC RIA and gives the Swiss SEC RIA a discretionary mandate with a limited power of attorney to manage the account (or an advisory mandate) held with the custodian bank. Swiss SEC RIAs may collaborate with several Swiss or Liechtenstein banks, the choice is yours. In addition, some swiss SEC-registered investment advisers provide a US custodian bank as well.