Your Trusted Swiss Wealth Manager
for
Global American Clients

We are a leading Swiss-based, SEC-registered investment advisor with a physical presence in Zurich and Geneva.

Publications

Investment Outlook Q1 2022

As we entered 2022, our two recently identified structural trends, energy transition and the re-industrialization of developed countries have been confronted by the grey swan of the Russian invasion of Ukraine, as have markets and economies globally.

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Investment Outlook Q4 2021

As we are approaching year end, an increase in aggregate demand from reopening economies and the effect of stimulus plans are accelerating growth and stoking inflation around the world.

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Investment Outlook Q1 2021

2020 was a challenging year in many ways. The development of the global economy during the year can best be summarized as a roller coaster ride.

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Our clients

We are built to meet the needs of US taxpayers. Our mission is to advise private clients, families and institutions with a US nexus in the complex business of managing their wealth.

 

Client disclosures:

 

What does US nexus mean?

UBP IAS provides investment advice to individuals, trusts, estates, charitable organizations and other entities that are “U.S. Persons,” as defined by the U.S. Internal Revenue Code of 1986, as amended. This definition could include U.S. nationals and permanent U.S. residents.

 

Practical example: Are you relocating?

If you are a non-American moving to USA, as a US taxpayer you will be subject to SEC and IRS regulations. This means that your current assets and portfolios might not be adapted to American rules and this can lead to unnecessary layers of taxes and other costs.

If you are an American moving abroad, as a US taxpayer you will need dual tax reporting (US & local) and you might find difficulties when trying to open an account with local banking institutions.

 

 

Contact us

Are you interested in our services or do you have questions? If so, please contact us. We would like to hear from you.