Gotthardstrasse 43, 8022 Zurich
+41 44 287 81 10
Rue du Rhône 31, 1204 Geneva
+41 44 287 81 10
1001 Brickell Bay Drive, Suite 2300, Miami, FL 33131, USA
+1 917 513 5888
1540 Broadway, 40th Floor, New York, NY 10036, USA
+1 833 977 4888 (Toll free)
Minimum amount of investment preferred: USD 1,000,000
At Vontobel Swiss Wealth Advisors, we focus on gaining a deep understanding of our clients’ needs and investment goals in order to offer them first-class, customized financial solutions. We harness the power of technology to deliver a high-quality, individual client experience – leveraging our investment expertise across multiple platforms and ecosystems. Our clients typically choose between Swiss or US custody and we can implement or adapt multi-asset and multi-currency investment strategies for them.
We believe that successful investing begins with the assumption of personal responsibility and that our clients want to invest for a better future. As their trusted partner, we are committed to helping them achieve that goal. Building on the Swiss values of stability and security, we offer opportunities for diversification based on a personalized, strategic and long-term asset allocation. Precision, integrity and confidentiality are the hallmarks of our successful relationship with our clients.
Vontobel Swiss Wealth Advisors provides services to Canadians too.
I am the CEO of Vontobel Swiss Wealth Advisors AG (VSWA) which is an SEC-registered investment advisor providing wealth management and advisory services to qualifying residents from North America as well as to US tax persons residing abroad.
joining VSWA, I was a partner at Deloitte, where I have been a member
of the Deloitte Swiss Executive for 8 years and most recently Managing
Partner of Deloitte Private in Switzerland. I have also served for four
years as Managing Partner of Deloitte Tax & Legal Switzerland and
have also served as Deloitte’s Swiss Managing Partner Talent. I was, in
addition, a member of the Board of Directors of Deloitte AG.
I am a Swiss Certified Tax Expert and Registered Trust & Estate Practitioner (TEP). I hold an A.B. from the University of Chicago, a J.D. from Cornell Law School and an LL.M. from KU Leuven. I am a member of the Tax Chapter Committee of the Swiss-American Chamber of Commerce as well as the Swiss Advisory Board of the American Swiss Foundation along with being a Founding Member of the Boardroom.
Swiss Values for North and Latin American Investors pdf