Swiss & US custodians

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 and/or, with some Swiss SEC RIAs, a US custodian.

A US client chooses a custodian 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 held with the custodian (or an advisory mandate). Swiss SEC RIAs may collaborate with several Swiss and/or US custodians, the choice is yours.

The Swiss custodian adheres to FATCA requirements and provides all the statements and documents required for timely reporting as well as for preparing the forms needed to file taxes correctly with the IRS.

Swiss custodian banks
See the custodian banks here
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.