Personalized Investment Counseling for USA & Swiss Persons

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Global Wealth Management, L.C. (GWM) was founded in 1995 in Miami/Florida by the two Swiss partners Thomas U. Heierli and Ernst Eisenhut. The company was sold to a holding company in Zurich Switzerland by the end of 2023 to pass the success of the past 28 years on to the next generation, which brought Olaf Herr & Silvan Noetzli as Managing Partners to the team.

GWM is registered as an investment adviser with the SEC (Securities and Exchange Commission) in the USA and owns the Swiss company Wealth Management Group AG (WMG), which is a registered investment adviser with the Swiss Financial Market Supervisory Authority ‘FINMA’.

GWM’s expertise of almost 30 years in international and global portfolio management, combined with its subsidiary and custodial banks being based in a safe and stable country like Switzerland, is for political & geopolitical, economic and safety reasons much more important nowadays than ever before.

On a global and international scale, our firm provides custom tailored financial services to the sophisticated investor to benefit from personalized

Discretionary Mandate

Financial Advice

Investmentadvisory Mandates