With our market centric service model, we meet the specific wishes and requirements of our clients in the US and Canada. As an innovative partner with extensive investment expertise, we fully leverage the strengths of our multi-currency platform for our clients, giving them the best opportunities for global diversification.
Exclusive partner for specific solutions
We offer investment options for the diversification of your portfolio through currencies combined with geographic segregation of your assets. Clients of Vontobel Swiss Wealth Advisors have the option to custody their assets in Switzerland or the US, or in both jurisdictions.
Our main services
Ability to custody assets in Switzerland and / or the US
We are registered as an Investment Adviser with the US Securities and Exchange Commission (SEC), and have the status of an Exempt International Advisor in the Canadian provinces of Alberta, British Columbia, Nova Scotia, Ontario and Québec.