Am Schanzengraben 23, 8022 Zurich
From the US +1 888 772 58 30
No minimum amount of investment, USD 5,000,000 preferred
As an SEC-registered investment adviser focusing on asset management and global investments, we define the true meaning of jurisdictional diversification.
Simultaneously, our clients could benefit from adding an extra layer of asset protection to their already-existing domestic or international structures as we work hand-in-hand with their attorneys and advisors.
Our portfolio experts have a comprehensive international background. Our team is focused exclusively 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.
We work with and provide services to Canadian citizens as well.
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.