International Customers
International life paths bring additional questions about currencies, account structures, liquidity and coordination. We support suitable clients from selected domicile countries, as far as this is legally and regulatorily allowed.
Wealth doesn't stop at a country's border
Anyone who lives in one country, is entrepreneurially active in a second and has family connections in other regions needs above all one thing: clarity. Different currencies, banks, legal systems and financial obligations must be brought together in a consistent investment strategy.
Plutos Vermögensverwaltung Schweiz AG combines Swiss wealth management with international experience within the Plutos Group. Responsibilities remain clear: we provide wealth management within the scope of our license. Tax, legal, or inheritance-related matters are coordinated, if necessary, with independent specialists mandated by you. ...
Here's how we can help you:
Defining an Appropriate Reference Currency and Currency Structure
Aligning liquidity needs with planned obligations across multiple countries
Structuring a globally diversified portfolio
Selection of a suitable custodian bank from among available banking relationships
Clear reporting and personalized support across time zones
Coordination with your tax, legal and estate planning experts, without replacing their advice
Clear regulatory boundaries
Whether we are permitted to serve a client depends, among other factors, on their residence, nationality, client segment, tax status, desired services and the requirements of the custodian bank involved. For this reason, we review each international inquiry on a case-by-case basis before providing in-depth advice. Due to regulations governing cross-border financial services, consultations generally take place in Switzerland.