
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 have over 30 years of experience in the financial industry, with more than 20 of those years dedicated to WHVP. My focus is on managing international clients’ accounts, particularly helping them achieve international diversification. Over the years, I’ve developed specialized expertise in individual retirement accounts (IRAs) and navigating complex compliance considerations.
My career in private banking has given me a broad and valuable perspective. Before joining WHVP, I worked at Coop Bank and Bank Vontobel, where I gained experience across various departments within private banking and brokerage.
I hold a Swiss Banker’s Diploma and am fluent in English, German, and Spanish, allowing me to connect with clients from diverse backgrounds and provide tailored solutions to meet their unique needs.
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