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DirectoryFinance & InsuranceExternal Asset ManagementZurichSequoia Swiss Financial Advisors AG

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Sequoia Swiss Financial Advisors AG

Summary

About the company

The core activity of Sequoia Swiss Financial Advisors AG is the provision of financial advisory services.

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Industry:External Asset Management

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Asset management for US persons

Asset management for US persons with an account in Switzerland, including active management of financial assets, regular monitoring of securities and risk parameters.

International diversification and multi-currency solutions

International diversification of the portfolio, geographical separation of assets and multi-currency capabilities to access non-US dollar markets.

US tax reporting

US tax reporting with Substitute Form 1099 for the IRS, a customised tax certificate for income as well as capital gains and losses, and information for FBAR filings.

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Location

Weinplatz 7

8001 Zurich

At a glance

Legal form: Corporation
UID: CHE-172.871.460
Founded: 2011 · 15 years
Last commercial register change: August 30, 2023
Employees: 1 to 10

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