Hi Everyone,
I'm the President of EuroAmerican Financial Advisors, we are a cross-border investment advisory firm focused on serving high-net-worth American expats living in, or relocating to Europe. We’re seeing growing interest among clients in diversifying assets outside the U.S., and we’re actively exploring compliant custody solutions across jurisdictions.
One option we’re particularly interested in is establishing custody in Switzerland, where I would like to find a solution where I could be individually licensed (e.g. Private banker at a Swiss Bank) and would continue to serve as the clients' advisor.
I’d value it if anyone has contacts they could recommend.
Kind regards,
Shane