Organization Name Description
AFEX Financial Services
UBS Financial Services Inc. Financial Services. Financial Services
Vontobel Swiss Wealth Advisors AG Financial Services

AFEX is a leading non-bank provider of global FX payment services and offers its clients a comprehensive range of payment services, enabling them to protect their bottom line by reducing foreign currency risk. AFEX serves over 35,000 corporate and private clients worldwide to offer competitive rates for payments to more than 180 countries.

Find out how AFEX can help you optimize your global payments, call our Swiss- American FX Specialist Agnes Rentsch in our Chicago office.

Agnes Rentsch
Business Development Executive
1 North Wacker Drive, Suite 2355
Chicago, IL 60606
+1 312 920 6806

UBS Financial Services Inc.
For over 150 years, UBS has been committed to bringing its global resources to bear on the portfolios of high net worth individuals to help them pursue their wealth management goals. Today, as the world’s largest wealth manager, we are strongly positioned to address the realities of the global economy, and to comprehensively meet the entire range of our clients’ sophisticated needs. Customized solutions are delivered by dedicated Financial Advisors who are aligned to help give clients confidence in reaching their goals no matter what the environment.

Allen G. Carter
Executive Director
One North Wacker Drive, Suite 2500
Chicago, IL 60606

Vontobel Swiss Wealth Advisors AG
Vontobel Swiss Wealth Advisors represents one of the select few Swiss asset managers specifically established to meet the legal and regulatory requirements of investors who are U.S. citizens and residents. With significant international investment experience, we are able to offer key portfolio services with the following benefits:

– Experienced SEC-registered adviser based in Switzerland
– Jurisdictional diversification in terms of custody (Swiss custody available through our affiliate Bank Vontobel AG)
– Political and economic stability of Switzerland
– Investments available in Swiss Francs – one of the world’s strongest currencies
– Geographical diversification of investments (international multicurrency approach)

Thomas Fritz, CAIA
Wealth Management Advisor

Vontobel Swiss Wealth Advisors AG
Gotthardstrasse 43 | CH-8022 Zürich

T +41 44 287 81 92
M +41 79 919 95 57
M +1 917 865 84 75

Vontobel Swiss Wealth Advisors is a member of the Vontobel Group and is registered as an Investment Advisor with the US Securities and Exchange Commission (SEC)

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