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The financial crisis situation imposes the high net-worth investor another way of thinking about assets: low correlation with financial markets, greater diversification; international tax planning, to recover a positive yield, safety, low taxes. Some opportunities and strategic products will benefit toward permanent positive yield, in any market situation, in mutual or hedge funds form. The increasing risks outline the necessity for the assets diversification to deal with the uncertainties and to help from better investments. This could begin with a portfolio survey, to discover the strengths and weaknesses of the current assets.
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The wise investor will take advantage of the situation to define the "investor profile" or reason of tolerance to the risks. This will redefine the client portfolio by benefiting from a diversification of the assets with a margin loan and take advantage of a leverage effect to increase both the assets and the yield. We manage the tax planning process and the formation of offshore company, providing access to a tax agreement. This eases the tax rate over the investment yields.
We offer move process in Switzerland under the lump sum tax scheme for the high net worth investors. As an alternative, move could be done in Mauritius to use a tax treaty in force with several jurisdictions or under the IRS scheme which consists to buy an IRS property from EUR500,000 to get a residence permit and tax optimization.
The banking secrecy
The investor may choose to open a non-resident bank account in jurisdictions such as Liechtenstein, Luxembourg or Switzerland, which are all concerned by the banking secrecy. The last G20 did not change the banking secrecy, especially with several exceptions such as U.S.A. (Delaware and Nevada); UK (Jersey, Guernsey and Isle of Man) as well as China (Hong-Kong and Macau). The investors could still use an offshore company like the Seychelles or a Jersey foundation with a corporate account, targeting a jurisdiction of the OECD white list. Nevertheless, the banking secrecy in still in use in Switzerland and in other European countries for the benefit of the international private investor.
Geneva, financial center
We offer financial services from Geneva, the worldwide center of private wealth management, in a very confidential environment. This financial center has about 140 banks, as well as financial advisers, wealth managers, lawyers, accountant, auditors and notaries. The value of Geneva lies in this finance industry, with clients from any part of the world, from a minimum investment of EUR50,000. Whatever the investor's strategy, target, occupation, family and tax situation, the best financial and legal solutions are available in one place, Geneva.