
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 am an expert when it comes to the corporate governance of external asset managers. I head WHVP’s investment committee and advise a group of international clients with respect to international investment diversification.
Before joining WHVP, I gained valuable work experience in the client relationship management of an insurance company as well as in the administrative area of another external asset manager. Additionally, I have been working for a Swiss start-up company that builds watches out of original rocket material and have been engaged in various volunteer positions within the organization of the START Summit, Europe’s leading student-run conference for entrepreneurship and technology.
I am a Board Member at the Swiss Registered Investment Advisors Association (SRIAA). I have authored the book "Corporate Governance of External Asset Managers in Switzerland and Liechtenstein" (DIKE Verlag, 2021). I hold a Master in Law and Economics from the University of St. Gallen and hold the Chartered Financial Analyst (CFA) Level I certificate.
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