Choosing a Swiss financial adviser


What are the important factors?

When it comes to choosing a foreign financial adviser to help with the geographical diversification, asset protection, and international investing one needs to look at important factors such as service offerings, performance, management fees, just to name a few.

On the other hand, considering markets like Switzerland, those underlying factors might be similar and even identical from one SEC RIA to the next. There are a number of financial advisors in Switzerland, registered with the SEC, who are in the identical business of providing long-term capital preservation options and geographical diversification to Americans with the same custodian banks and within somewhat similar management fee schedules.

This begs the following question –

if all those underlying factors are basically the same, then what would a potential client look at when making his or her choice whom to trust with his or her money outside of the US?


We invite you to find out more about how to choose your Swiss financial advisor in our latest publication. Feel free to contact us in case you have any questions – we are happy to help.

Read here