# White Lighthouse Investment Management

White Lighthouse Investment Management is a Bank / Wealth / Trust based in 1003 Lausanne, Switzerland.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** 1003 Lausanne, Switzerland
- **Region:** Europe
- **Address:** Lausanne, Switzerland
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** white-lighthouse.com
- **LinkedIn:** https://www.linkedin.com/company/white-lighthouse-investment-management

## Regulatory record

- **CRD number:** 172284
- **SEC file number:** 801-79053
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172284

## About

White Lighthouse Investment Management is a Swiss-based wealth manager addressing the specific friction points that arise when American expatriates, or non-Americans holding US assets, need integrated financial planning. The firm's existence is a direct response to the compliance burden created by FATCA and the US tax code's citizenship-based taxation. Its location in Lausanne, a hub for international organizations and private banking, places it near a high density of potential clients. The firm's strategy is built on cross-border advisory rather than discretionary asset management alone. It combines investment management with financial planning that must reconcile the Swiss three-pillar pension system, US IRA and 401(k) rules, and tax treaties. Operational scale is opaque. No public regulatory filings disclose assets under management, and the firm does not publish a team headcount. As a small Swiss wealth manager, it may operate under an independent asset manager license from FINMA or via affiliation with a larger supervisory organization. No philanthropic vehicles or operating businesses are publicly associated with the firm. The structural differentiator is the firm's identity as a bilingual regulatory intermediary. It sits at the intersection of two of the world's most demanding financial compliance systems and offers not just advice but navigational capability. For a client who is unwelcome at many Swiss private banks — precisely because of US person status — White Lighthouse provides a rare onboarding path that keeps both sides of the Atlantic compliant.

## Questions

### Who is White Lighthouse Investment Management's target client?

The firm serves expat Americans living abroad and non-American citizens who hold financial interests in the United States. Its practice is built on the incompatibility between US citizenship-based taxation and most foreign private banks' refusal to onboard US persons post-FATCA. This creates a structurally underserved niche.

### How does the firm's approach differ from a standard Swiss private bank?

Standard Swiss private banks often apply a blanket 'no US persons' policy to avoid FATCA reporting burdens. White Lighthouse Investment Management actively pursues these clients. Its offering is planning-led, integrating Swiss and US retirement account rules, cross-border estate planning, and multi-currency portfolio construction — a service set most Swiss banks do not provide for US-connected accounts.

## Related profiles

- [White Knight Strategic Wealth Advisors](https://altss.com/profile/white-knight-strategic-wealth-advisors)
- [White Mountains Insurance Group](https://altss.com/profile/white-mountains-insurance-group)

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Last updated: 2026-08-11T02:43:31.692Z

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