We offer US clients tailored solutions in a Swiss-based environment. To help you reach your financial goals, we bring you new perspectives on investing through a variety of jurisdictions, geographic areas, currencies, and managerial skills. We understand your needs for detailed tax reporting, so we call upon all the necessary resources and expertise to get you the information you need and also fulfill our own regulatory requirements. We are continuously expanding to keep meeting these high standards and your expectations.
No matter what your individual situation is, a relationship with Vontobel Swiss Financial Advisers can provide you with a wealth of advantages.
Our offering, your choice. Delegate your international investments to our experienced experts, or make your own investment decisions with advice and support from our experts concerning:
- Diversifying geographically
- Diversifying based on currencies, thanks to our multi-currency, multi-asset capabilities
- Broadening your international investment range
- Benefiting from our execution capabilities and comprehensive expertise with international investments
- Ensuring your US tax statements are properly prepared to report international income
Switzerland’s unique strengths
Switzerland is one of the world’s most stable countries and most successful economies, with a long tradition of democracy and neutrality. In particular, Switzerland provides:
- Historic, political, and economic stability
- A central location in the heart of Europe
- A unique blend of cultural values
- Reliable enforcement of contractual relationships under Swiss law
- Swiss client confidentiality
- Protection of client privacy – an essential aspect of all Swiss financial services