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UBS Swiss Financial Advisers
Diversify your wealth –
internationally
UBS Swiss Financial Advisers offers US investors a safe, easy and tax-compliant way to diversify their assets abroad.
Contents
Why invest abroad?
The advantages of an international portfolio
6 A Swiss wealth manager focused on US investors
8 Your choice – our broad international offering
Working together – its easier than you think
Making it easy to file your taxes
Contact us
PAGE
PAGE 11
PAGE
PAGE 10
Why invest abroad?
There are many good reasons, especially nowadays, why
you as a US investor* may be looking to diversify your wealth internationally.
An international portfolio means access to interesting investment opportunities around the world, many of which are not easily available from the United States. By providing geographical and currency diversification, it can also help increase the safety of your assets and provide a downside hedge against developments in US markets and/or the
US dollar.
At UBS Swiss Financial Advisers, we cater exclusively to the needs of US investors looking to diversify their assets outside the US. Working with us offers you a safe, easy and tax- compliant way to build an international portfolio custodied in Switzerland.
If you are considering this option, we invite you to get to know us. When it comes to international diversification, we think you will find that we are the right partner for your needs.
*For the purposes of this brochure, a US investor is any investor with a tax obligation in the United States.
The advantages of an
international portfolio
The last few years have seen immense changes in the economic and investment landscape, both in the United States and around the world. Much of what we used
to take for granted as investors has been challenged. At the same time new opportunities are being created, many in areas we might not have previously considered.
Like many US investors, you may as a consequence be looking to diversify your assets abroad.
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