LOBNEK WEALTH MANAGEMENT SA
New York Office
c/o Patterson Belknap Webb & Tyler
1133 Avenue of the Americas, New York, NY 10036, USA
Branch Office Geneva
7, rue de la Confédération, 1204 Geneva
Minimum amount of investment: Generally USD 1,000,000
LOBNEK is a Delaware company founded in 2013 and established as a Registered Investment Advisor with the SEC in 2016. Lobnek Wealth Management Inc. is a fully-owned subsidiary of Lobnek Wealth Management S.A. in Geneva, Switzerland and has its offices in New York, NY, USA. Â
While focusing on our U.S. Clients, we abide by the highest standards of the traditional Swiss financial expertise as we embrace the transparency and technology of the modern world. In particular, we aim to serve our clients with interests both in and outside of the USA.
We are completely independent from financial institutions and product providers, thus fully eliminating potential conflicts of interest. We operate in full transparency and we provide total accountability for our services.
Our goal is to serve our clients to the best of our abilities in order to become their trusted partner in all financial matters.
Licensed as a Portfolio Manager by FINMA, the Swiss Financial Markets Supervisory Authority.
Registered as an Investment Advisor with the SEC in the United States.
MARC A. MORET - FOUNDER & CEO
I founded Lobnek in 2006 after roles at Morgan Stanley, Merrill Lynch, and WM Partners.
I hold a Master of Law with honors from the University of Fribourg.
➨ Get in touch with me for further information and an initial conversation
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