Personalized Investment Counseling for USA & Swiss Persons

Discretionary Mandate

Global Wealth Management, L.C. (GWM) provides portfolio management services to high-net-worth individuals, families, trusts and other business entities. There is no minimum investment requirement, however, USD 1’00’000 minimum, or equivalent in other currencies, is recommended for investment mandates.

Our custom-tailored investment profile outlines the parameters for a short- to long-term investment strategy, taking into consideration risk parameters for each client individually.

We believe in global diversification to achieve capital preservation with long-term growth and a hedge for possible future devaluations of our clients homebased currencies.

All partners and portfolio managers of GWM/WMG have broad long-term expertise in managing global and international investment portfolios.



Custom tailored investment approach for each client individually


Independent asset allocation and investment strategy


Transparent fee structures for portfolio management and custodian