Swiss Bank Accounts
Growing concerns about U.S. domestic politics and government policies are leading more investors to consider international custody. Through our established partnership with Bank Vontobel of Switzerland, New Capital clients can establish Swiss custody for their portfolios.
Available to U.S. Clients Since 2022
New Capital was among the first to bring this platform to eligible U.S. investors when Vontobel expanded its services to American private clients through the acquisition of UBS Swiss Financial Advisers.
Invest in New Capital Portfolios — From Switzerland
New Capital clients can allocate assets held at Vontobel into New Capital’s model portfolios. This allows for consistent portfolio strategy and oversight, even across jurisdictions.
Structured for U.S. Tax Reporting
Accounts are configured to support U.S. tax compliance, including proper documentation for international income and reporting requirements.
Concierge-Level Coordination
Our team handles onboarding and ongoing account management, serving as your single point of contact from application through ongoing monitoring.
Multi-Platform Account Access
Accounts are accessible through secure online and mobile portals, making it easy to stay connected to your financial picture — both in the U.S. and abroad.
Integrated Performance Reporting
View your portfolio performance of all of your accounts in a consolidated reporting environment, supported by New Capital’s portfolio accounting software.
“Wealthy Americans are increasingly opening Swiss bank accounts... seeking financial and political safety.”
— CNBC, April 2025
Is It Time for you to Expand Beyond the U.S.?
Many wealthy investors are asking:
“Should I move part of my portfolio offshore — and if so, how do I do it right?”
We can help you evaluate the fit, manage the process, and coordinate your domestic and international positions under one strategic plan.
Schedule a Free 15 Minute Consultation
Financial Survival Guide 2025
Tool #5: Custody Diversification
In this episode of our Financial Survival Guide, we explore how custody diversification — including the option of a Swiss account through Vontobel — can help protect your assets and support a more resilient financial strategy.
Learn what it means to hold assets across multiple custodians and how it may fit into your long-term plan.
Disclosures
Investing involves risk, including potential loss of principal. Past performance is not a guarantee of future results. International investing carries additional risks, including currency fluctuation and political or economic instability.
Account access and integration features depend on platform availability and client eligibility. The referenced CNBC article is for informational purposes only and does not constitute an endorsement of New Capital Management or its services.