![](/ws/media-library/adf56e2c2c79456bb8a5e01ded4b0869/logo-whvp.png)
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 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.