![WHVP](/ws/media-library/8f183f231d394af2bc9dddf4b46b65d1/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 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.