Rue de Hesse 7, 1204 Geneva
Hufgasse 17, 8008 Zurich
Minimum amount of investment: USD 1,000,000 - can be negotiated
An association based on trust with the investor is the prerequisite for successful investments. HYPOSWISS ADVISORS seeks to perpetuate the capabilities of the HYPOSWISS Group in serving its North-American clientele with a high standard of quality coupled with strong and active personal relationships.
HYPOSWISS ADVISORS is registered as a Portfolio Manager with the Ontario Securities Commission (OSC), the Québec Autorité des Marchés Financiers (AMF), the Alberta Securities Commission (ASC) and the British Columbia Securities Commission (BCSC).
Hyposwiss Advisors is licensed by FINMA, the Swiss Financial Markets Supervisory Authority.
I am an investment senior professional who brings more than 20 years of experience servicing private clients, family offices and institutions in the global wealth and asset management industry.
I began my career at Credit Suisse, where I held a variety of roles in the core competency areas of client service, portfolio management and as Head of Credit Suisse Private Bank division Canada and International clients.
Before joining HYPOSWISS ADVISORS SA, I served as a senior relationship manager for Canadian clients at a Canadian registered wealth manager located in Switzerland.
We are proud to be the first and only Swiss-based wealth management company serving US and Canadian investors thanks to our registration both with regulatory authorities in the US (SEC) and in Canada (Alberta, British Columbia, Ontario and Québec).