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DirectoryFinance & InsuranceExternal Asset ManagementZurichSwiss USAdvisors Ltd
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Swiss USAdvisors Ltd

Summary

About the company

The core activity of Swiss USAdvisors Ltd. is the provision of wealth management services, particularly for US taxpayers with assets outside the United States. This includes individually managed portfolios, investment advice and management, as well as consulting services in various areas.

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Products & services

Industry:External Asset Management
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✓ Offered5
Wealth management
Wealth management for US taxpayers with assets outside the United States; individually managed portfolios, custodian bank selected by the client, full or limited discretionary services.
Investment advice and consulting
Investment advice and consulting on estate planning, tax advice, wealth planning, retirement planning, portfolio analysis, philanthropy and business consulting.
ESG investment solutions
ESG integration in the investment process, sustainable investment solutions and ESG strategies across all investment approaches.
Currency overlay
Active and passive currency overlay for managing currency risks in international portfolios, including the definition of objectives, risk tolerance and investment parameters.
Corporate and real estate services in Switzerland
Incorporation and management of AG and GmbH, relocation of companies to Switzerland, location and expat support, banking relationships and real estate services.

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Location

Fraumünsterstrasse 13
8001 Zurich

At a glance

Legal form
Corporation
UID
CHE-259.834.569
Founded
2011 · 15 years
Last commercial register change
February 6, 2026
Employees
1 to 10

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