Brazil — Switzerland wealth advisory
Over the last 10 years, the real has lost 47% of its value against the Swiss franc.
Protect what is yours — in Switzerland
Wealth transfer, diversification and protection for Brazilian investors — with rigorous compliance and discretion.
- Complimentary first consultation
- Portuguese-speaking advisors
- Professional secrecy
01 Why trust us
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Based in Switzerland
Operating from Zurich, the most solid financial centre in Europe.
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Rigorous compliance
Structures aligned with Brazilian Central Bank, tax authority and Swiss regulatory requirements.
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Absolute discretion
Professional secrecy and Swiss-grade data protection, from the very first contact.
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Brazilian context
Advisors who understand the Brazilian reality — tax, currency and family matters alike.
Who we are
Meet the people who look after your wealth
02 The challenge
Moving wealth abroad is complex — and mistakes are expensive
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Bureaucracy in two countries
Central Bank, tax authority and Swiss banking requirements — each with its own rules and deadlines.
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Currency risk and timing
Converting at the wrong moment, without a strategy, can erase years of returns.
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Tax compliance
Foreign-asset declarations and double-taxation rules demand absolute precision — penalties are severe.
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Demanding Swiss banks
Without the right introduction and documentation, account openings end in refusals or months of delay.
03 The solution
A single partner for the entire journey
AlpsInvestment coordinates every step — legal, tax, currency and banking — so your capital reaches Switzerland safely and in rigorous compliance. You stay informed; we handle the complexity.
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Tailored strategy
Every family has different goals, horizons and structures. Your plan is designed for your case — never a template.
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Swiss banking network
Direct relationships with first-tier Swiss institutions, and the right introduction of your profile.
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Ongoing partnership
After the transfer we stay at your side: reporting, strategy reviews and permanent support.
04 The process
From first conversation to protected wealth
A clear path in five steps — you always know where you stand and what comes next.
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Confidential consultation
A 30-minute initial conversation to understand your goals. Free of charge, no obligation.
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Tailored strategy
We define the ideal structure: account type, custody arrangement and the correct tax framework.
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Documentation & compliance
We prepare the full dossier required by Swiss banks and Brazilian authorities — no rework.
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Secure transfer
We coordinate the FX operation with authorised institutions, with complete traceability and correct registration of every step.
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Ongoing support
Periodic reporting, strategy reviews and a dedicated advisor, always available.
05 Why Switzerland
The world’s vault for over a century
Not tradition by accident: the result of political stability, a strong currency and a legal system that protects investors — generation after generation.
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Century-old stability
Political neutrality, solid institutions and decades of economic predictability.
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The Swiss franc
One of the strongest, most stable currencies in the world — real protection against volatility.
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Legal protection
A legal framework that treats investor and wealth protection as a priority.
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Global diversification
Access to markets, currencies and asset classes unavailable in Brazil.
06 Client experiences
The peace of mind of those who made it across
Identities withheld at our clients’ request. Testimonials reflect individual experiences and are no guarantee of results.
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The complexity that had paralysed me for years was resolved in weeks. Every step was explained before it happened — no surprises.
R. M. Entrepreneur, São Paulo
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What I valued most was the discretion. The entire process was handled with the professionalism you expect from a Swiss institution.
C. A. Physician, Rio de Janeiro
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Today our family sleeps well knowing part of our wealth is protected in Swiss francs, in our own name.
Business family Curitiba
07 Frequently asked
What every investor asks before starting
Is it legal to transfer money from Brazil to Switzerland?
Yes — legal and regulated, provided it is correctly declared. Sending funds abroad is permitted by the Brazilian Central Bank; the law requires correct declaration, including the CBE filing for those holding US$ 1 million or more abroad. We handle all of these reporting obligations.
In whose name is my money held?
Always in your name or in a structure you control. AlpsInvestment advises and coordinates — custody is yours, at a Swiss bank, untouched by third parties.
How is confidentiality protected?
Professional secrecy, data stored in Switzerland, and compliance with both Brazilian LGPD and Swiss data-protection standards. Confidentiality applies towards private third parties; all tax-transparency obligations — including the automatic exchange of information (CRS) between Switzerland and Brazil — are fully met.
Is there a minimum amount to start?
Our structures are generally designed for portfolios from US$ 250,000. In the initial consultation we assess the ideal scenario for your case, free of charge.
Will I pay tax twice?
The Brazil–Switzerland double-taxation treaty, effective since 2022, exists precisely for this. Correct tax planning — a core part of our work — aims to ensure each gain is taxed only once.
How long does the full process take?
Typically between 4 and 8 weeks, depending on the chosen bank and documentation speed. You receive a clear timeline at the strategy stage.
Do I need to travel to Switzerland?
No. The entire process can be handled remotely with digital documentation. A visit to the bank is optional — and if you wish, we arrange it.
08 First step
One confidential conversation. No cost. No obligation.
Fill in the form and a senior advisor will contact you within one business day — in the channel you prefer.