Financial Advice & Family Wealth Analysis

Independent financial advice is a must for a successful long-term investment strategy.
GWM’s consolidated statement evaluates up to five different investment portfolios.

We analyze diversification and measure performance while consolidating Asset Allocation, Currency Allocation, Country Allocation, Custodian Diversification and Investment Growth of a family’s total net worth on one personalized statement.

GWM’s ‘Family Wealth Analysis Statement’ is furnished to our client once a year or upon request by the customer.

This tool offers clients with more than one managed investment portfolio a thriving approach to get on top of their total wealth and detect possible risk factors before negative impacts.

Advantages

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Independent and custom-tailored financial advice

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Maximizing returns while investing and allocating your assets based on your needs (e.g. age factor)

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Only one adviser to work with - Global Wealth Management LC

GWM’s services may not be available to investors from countries where GWM is not registered as an investment adviser. Therefore, please contact us at info@gwm-ch.com or by phone.

GWM is a registered investment adviser with the SEC (CRD No. 150743) in the USA and with the VQF/BOVV Financial Services Standards Association & Industry Organization for Asset Managers in Switzerland (member No. 13058).
Registration does not imply a certain level of skill or training.

Email: info@gwm-ch.com | Phone: +1-305-851-2476 / +41 44 586 24 76