Schaffhauserstrasse 418, 8050 Zurich
Minimum amount of investment: USD 500,000
We protect Americans' Wealth through Swiss Offshore Banking
An established family business since 1991 - now managed by the second generation - we are specialized in helping US clients to internationally diversify their assets and to add a layer of asset protection to their wealth.
An independent asset manager, our asset management principles are guided by conservative, long-term oriented capital preservation strategies. Our focus is personalized service.
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.
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
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