The Swiss Guard Solution TM
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Strategies for Protecting Wealth
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WEB CONFERENCING CENTER

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CLIENT PROFILE

Our services are suitable for, and we work exclusively with, international ultra high-net worth investors and families throughout the world, with a particular focus on Europe, Asia, Latin America and North America.

We assist our international clients to select, qualify and access superior global investment opportunities in a safe and convenient way. We are dedicated to their complete offshore wealth planning requirements, with a unique focus on long-term wealth enhancement, combined with asset protection and tax planning.

Our clients’ come from all walks of life, from all corners of the globe, but share many common characteristics. Professionally speaking, they most often come from five distinct career disciplines:

Consultation Request Form (PDF)

In order to comply with various national and international rules and regulations, we require all our clients to meet certain minimum standards pertaining to Know-Your-Customer Rules, Money Laundering, and Financial Requirements. We are required to gather certain information in order to determine if a Prospective Client is eligible under these Rules and Regulations.

By signing at the end of the Prospective Investor Questionnaire, the Prospective Client represents that all of the representations and warranties set forth in the Questionnaire are true and correct in all respects, and may be relied upon by SwissGuard International, GmbH.

All information provided in this Questionnaire shall at all times be treated confidentially by SwissGuard International.

Prospective Investor Questionnaire (PDF)



Swiss Guard International