Schaffhauserstrasse 418, 8050 Zurich
Minimum amount of investment: USD 250,000
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.
Additionally to being regulated in Switzerland we are also registered with the Securities and Exchange Commission in the US.
I started my banking career in 2009 at Credit Suisse, where I worked in different departments, amongst others in Credit Risk Management, Consumer Finance and Private Banking. My experience is topped off with several years of working experience at a Financial Planner specialized in providing tailor-made international insurance and investment solutions. I hold a Bachelor in Business Administration with a major in Banking & Finance as well as a Master of Business Administration (MBA) from the University of St. Gallen.