Your Swiss Guide to International Diversification
For U.S. investors seeking global investment strategies beyond domestic markets, LFA offers Swiss-based wealth management tailored to your goals and risk profile.
Swiss Wealth Management for U.S. Investors
LFA is part of LFG Holding, one of Switzerland’s leading firms of independent asset managers, with over 50 investment professionals, approximately 700 clients, and more than USD 2.5 billion in assets under management.
We work exclusively with U.S. investors, subject to U.S. tax reporting, and provide Swiss-based wealth management that is structured for cross-border requirements.
Our focus includes global portfolio management, foreign-currency exposure, and access to carefully selected Swiss private banks and investment partners.
What can you expect with LFA as your wealth manager?
Management & Forex
Risk Mitigation
How Swiss Wealth Management Works for U.S. Clients
As a Swiss-based wealth management firm serving U.S.-based investors, LFA is often asked how wealth management works in Switzerland. Here’s how we manage assets for U.S. clients:
Ongoing administrative and operational oversight, including reporting and coordination across custodians
Customized portfolio management, aligned with your objectives, risk profile, and global diversification goals
Custody at a Swiss bank, supported by long-standing institutional relationships
Ongoing administrative and operational oversight, including reporting and coordination across custodians
Customized portfolio management, aligned with your objectives, risk profile, and global diversification goals
Custody at a Swiss bank, supported by long-standing institutional relationships
Our Latest Blog Articles
Financial Markets DEEP DIVE
How Does a Weak U.S. Dollar Affect Your Retirement Plan? (The Role of Swiss Francs in Diversification)
How moving the debt, not the assets, solved the problem
COMPLIMENTARY OFFER:
Discover the LFA Difference: Swiss Wealth Management for U.S. Investors
Download our complimentary offer to explore how LFA’s Swiss wealth managers can help U.S. investors achieve long-term financial success through tailored portfolio diversification.
