Personalized Investment Counseling for USA & Swiss Persons

Investment AdviCe

Global Wealth Management, L.C. (GWM) provides investment advice to high net worth individuals, families, trusts and other business entities. There is no minimum investment requirement, however, USD 500,000 minimum, or equivalent in other currencies, is recommended to achieve the necessary investment diversification.

Our clients can rely on GWM’s independent counseling by Swiss Investment Professionals and timely notifications to make final investment decisions.

Advantages

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Custom tailored investment advice

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Independent asset allocation and investment evaluations

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Notification about investment decisions made by GWM

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Transparent management fees and all-in fees with custodians

Disadvantages

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Client needs to be contacted before any trades can be executed

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Unavailability of a customer may lead to losses or reduced gains

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Time differences between continents may lead to uncomfortable scheduling of telephone conversations. Therefore, we recommend our Portfolio Management Services

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