to take the necessary time to dedicate personal attention and provide tailor-made solutions.
to serve as the preferred adviser of our clients rather than an ordinary service provider.
to use our varied capabilities wisely so as to prudently create added value for our clients.
to be flexible and sensitive with regard to our structure from a human standpoint.
to offer through our investment advisor status, all the advantages of an institution specialized in Swiss private wealth management for North-American investors.
to build and maintain a trusting partnership with clients.
to have a longer-term asset growth perspective which will provide financial security for our clients from generation to generation.
to seek constructive development opportunities rather than growth at all costs.
#Swiss manager working for a swiss firm in the united states professional#
to create an optimal working environment so as to motivate each and every member of our professional staff.
to show that the structure of our shareholding is synonymous with stability, reliability and continuity.
to maintain a family majority in our ownership, strengthened by associates who share the same values.
Our investors rely on us and identify with us. Our international private clientele is demanding. The professionalism and strong financial base of our Group, have earned us the respect of our peers in the banking and financial community. All our initiatives, guided by over 60 years of banking experience, have led us today to our new institutional status, proof of our deep commitment. The protections of the US and Canadian rules and regulations are only available to residents of each country, province or territory.įounded by families with a strong tradition in banking and finance, we are asset managers specialized in private wealth management. *Registrations with the United States SEC and the Canadian Administrators do not imply a certain level of competence, education, skill or training. Public information is available at: Auditor
British Columbia Securities Commission (BCSC).
Québec Autorité des Marchés Financiers (AMF).
Hyposwiss Advisors SA has been registered with the following provincial authorities as a Portfolio Manager: Public information is available at: Canada CSA Registration* Hyposwiss Advisors SA has been registered with the US Securities and Exchange Commission (SEC) as an Investment Adviser since 2011. Hyposwiss Advisors SA is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as Portfolio Manager and is monitored by the supervisory organization Organisme de Surveillance des Instituts Financiers (OSIF).