Schaffhauserstrasse 418, 8050 Zurich
Minimum amount of investment: USD 500,000
We Protect American Wealth Through Swiss Offshore Banking
For over three decades, our family-run firm has been the trusted partner for U.S. clients seeking to safeguard their assets through international diversification. Now led by the second generation, we combine tradition with forward-thinking strategies to offer a personalized approach to wealth management.
With a focus on conservative, long-term asset preservation, we bring the security of Swiss banking to your financial future. Licensed by the Swiss financial market authority (FINMA) and registered with the SEC, we operate at the highest standards of integrity and compliance.
Discover the peace of mind that comes with protecting what matters most.
Reach out today to learn how we can help secure your wealth for generations to come.
I manage client relationships, am active in investment research, conduct office administration tasks, and am involved in the marketing strategy. I started my career in the financial services sector here at WHVP in 2021 by doing a summer internship and then shifting to the Executive Assistant role until the end of 2023. Before entering the financial industry, I worked in client relation services in various fields, most notably as a community development coordinator for an international NGO in the South Pacific Region. I also play for the Swiss national rugby team while away from the office.Â
I hold a Bachelor of Science in Finance with a Minor in International Business from Southern New Hampshire University.
I am a native English speaker and am conversationally fluent in German.
MARCH 9, 2023
Rising Star under 40 - Thought Leadership
March 9, 2023
Client Communications - Overall Digital Engagement
March 3, 2022
Client Communications - Overall Digital Engagement - Female Executive
March 4, 2021
Serving North American Clients USA - Overall Digital Engagement
WealthBriefing Awards recipients are chosen by an independent panel of judges, with selections based solely on merit. These awards are not predetermined and cannot be purchased. Please note that the use of related marketing materials, including logos, official photos, videos, and publications, may be subject to a fee.