Am Schanzengraben 23, 8022 Zurich
From the US +1 888 772 58 30
info@swisspartners-advisors.com
No minimum amount of investment, USD 2,000,000 preferred
As an SEC-registered investment adviser focusing on asset management and global investments, we provide comprehensive strategies for jurisdictional diversification.
Simultaneously, our clients
could benefit from our experience in providing investment advice for domestic and international clients, including complex structures.
Our team has a diversified international background and is focused on our clients in order to achieve their demanding goals. We strive to develop innovative ideas in complex markets whereby discretion and integrity dictate our actions.
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.
Providing Investment Advice in Canada pursuant to the International Adviser exemptions.
I have over 25 years of experience as private banker, asset and wealth manager. I am fluent in English, German, French, and Spanish.
I hold a Federal Swiss Banking Diploma and am an alumnus of The Wharton School of the University of Pennsylvania.
I started at Swiss Bank Corp. in 1987, where I worked in asset management and private banking for six years. I then focused on private banking at Bank Julius Baer mainly in New York for the next seven years. Once back in Switzerland, I held senior private banking positions at AIG and Pictet & Cie. for a number of years.
In 2008, I became the founder and CEO of swisspartners Advisors Ltd.