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YOUR SWISS GUIDE TO INTERNATIONAL DIVERSIFICATION

Uncompromised, tailor-made services, no matter the size of your portfolio.
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SWISS EXCELLENCE FOR U.S. CLIENTS OF ANY SIZE

LFA is part of the group headed by LFG Holding, which holds one of Switzerland's largest portfolios of independent asset managers, with over 50 professionals, 700 clients, and over USD 2.5 bn. of assets under management.

We deliver our services exclusively to clients with U.S. income tax obligations, providing expertise in international asset and foreign currency management and access to a network of Swiss tailor-made products and service providers.

For us, managing your wealth means:

  • Depositing your assets in the safest of Swiss Banks
  • Overseeing all administrative procedures associated with your investments
  • Developing a customized portfolio management strategy based on your specific needs

We aim to be a seal of Swiss excellence by providing you with exclusive, high-quality customer service. We focus on creating long-term, personalized investment strategies aimed at diversifying, protecting, and growing your wealth, regardless of the size of your portfolio.

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SWISS WEALTH MANAGEMENT FOR US CLIENTS

What can you expect with LFA as your wealth manager?

Foreign Currency Exposure

Foreign Currency Exposure

Complement your current investments in US dollars with enhanced diversification and stability using investments that are denominated in global currencies, such as the Swiss francs - a currency with an exceptional track record for long-term strength and stability.

Access to Swiss Private Banking

Access to Swiss Private Banking

LFA is an independent firm that has business relationships with more than a dozen Swiss banks. Our independence gives us access to open architected solutions from several best-in-class service providers.

Integrated Tax and Risk Management

Integrated Tax and Risk Management

We can partner with your accountant and attorney to manage your overseas tax exposure and protect your assets using trusts that are administered by Swiss banks.

Portfolio Stability

Portfolio Stability

True portfolio stability can be achieved by adding different asset classes and global currencies to your investment mix. Utilizing strategies like hedging, alternative investments, and precious metals can help build a stable and diverse portfolio.

Complimentary ebook: Private Wealth Management in Switzerland

Swiss wealth managers at LFA have a rich tradition of providing long-term, personalized wealth management services to investors in the United States.

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Blog Articles

Is the Swiss Franc a Hedge Against Global Uncertainty?

Is the Swiss Franc a Hedge Against Global Uncertainty?

In today’s volatile global economic environment, uncertainties seem to be a constant. From political upheavals to trade wars and currency... Read More
Swiss Banking: A Legacy of Trust and Innovation

Swiss Banking: A Legacy of Trust and Innovation

If there’s one thing that never goes out of style, it’s trust. And when it comes to managing your wealth,... Read More
Secure Your Family’s Legacy: Swiss Wealth Management for Generations

Secure Your Family’s Legacy: Swiss Wealth Management for Generations

Securing your family’s wealth across generations requires strategic planning and expert guidance. Swiss wealth management offers a reliable solution, combining... Read More
Inflation Eating Away at Your Savings? How Global Investing Can Fight Back

Inflation Eating Away at Your Savings? How Global Investing Can Fight Back

Inflation has become an increasingly pressing concern, eroding the purchasing power of savings and threatening long-term financial security. As prices... Read More
Are US Markets Limiting Your Investment Growth Potential?

Are US Markets Limiting Your Investment Growth Potential?

Are US markets limiting your growth potential? At LFA, a leader among Swiss wealth management firms, we understand the concerns... Read More
Geopolitical Instability: How Swiss Neutrality Can Benefit Your Investments

Geopolitical Instability: How Swiss Neutrality Can Benefit Your Investments

Geopolitical instability can play havoc with your finances. What if there was a safe haven for your investments?  LFA is... Read More

LFA is a global investment specialist and one of the largest independent management firms in Switzerland that exclusively serves US clients who are seeking international diversification through a boutique of services. We provide discretionary and non-discretionary money management services that include multi-currency, multiple asset classes with state of the art risk management and tax efficient strategies.

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