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The international financial crisis situation imposes the high net-worth investor another way of thinking about assets: greater diversification, low or no correlation to financial markets, 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 benefit from better investments. This could begin with a portfolio survey, to discover the strengths and weaknesses of the current assets of the private investor.
The wise investor will take advantage of the situation to define the "investor profile" or factor 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. The process will be completed with international tax planning and the formation of an offshore company, providing access to a tax agreement, easing the taxation of the investments yield.
The banking secrecy
The investor may choose to open a non-resident bank account in some selected countries such as, Austria, Belgium, Liechtenstein, Luxembourg or Switzerland, which are all concerned by the banking secrecy laws. 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 in association with a corporate account, targeting a jurisdiction of the G20 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
Our financial services are marketed from Geneva, in the worldwide center of private wealth management, in a very confidential environment. This financial center has about 140 banks, 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 an minimum investment of EUR50,000. Whatever the investor's strategy, target, professionnal, family and tax situation, the best financial and legal solutions are available in one place, in Geneva. Feel free to contact us for any specific information.
Guillaume-Tell Street, 6 - C.P. 1557 -1211 Geneva 1 - Switzerland
Phone: +41 78 873 58 45 - Contact: Michel Bigot