INDEPENDENT SWISS SEC-REGISTERED INVESTMENT ADVISOR SERVING US CLIENTS

LOBNEK WEALTH MANAGEMENT

LOBNEK WEALTH MANAGEMENT SA

New York Office

c/o Patterson Belknap Webb & Tyler
1133 Avenue of the Americas, New York, NY 10036, USA

+1 212 336 2494

lobnekinc@lobnek.com

Branch Office Geneva

7, rue de la Confédération, 1204 Geneva

+41 22 718 90 20  

info@lobnek.com

Minimum amount of investment: Generally USD 5,000,000

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.  

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.

LOBNEK WEALTH MANAGEMENT

LOBNEK's team welcomes you!

LOBNEK’s team has extensive financial experience in all sectors of our activity. Our abilities come from decades of experience in the financial and industrial fields prior to the creation of LOBNEK Wealth Management in 2006.

Meet the team

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