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ab 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
3 Why invest abroad?
4 The advantages of an international portfolio
6 A Swiss wealth manager focused on US investors
8 Your choice – our broad international offering
10 Working together – its easier than you think
11 Making it easy to file your taxes
12 Contact us
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 Unite
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