In wealth management, facing unique financial challenges demands efficient, well-planned solutions.
Whether it's establishing and optimizing globally-diversified investment strategies and portfolios, mitigating risks across international markets, or ensuring compliance with regulatory frameworks, a trusted advisor with extensive international experience is crucial for navigating the many facets of international wealth management.
I focus on broadening investment horizons beyond domestic parameters. With in-depth expertise and experience as a Swiss banker and independent asset manager, I am uniquely positioned to analyze each individual’s circumstances, identify opportunities, and craft tailored solutions aligned with their goals against the backdrop of Switzerland, the global leader in cross-border private wealth management. Clients retain the autonomy to select their preferred custodian bank from a range of options spanning Switzerland, Europe, Asia, Canada, or the US.
I enjoy providing added value through collaborative ventures with forward-thinking advisors to elevate their clients' wealth strategies towards a more global perspective. For family offices and independent asset managers worldwide with exposure to the US and Canada and seeking solutions, my expertise proves invaluable in navigating complex cross-border matters, either by advising clients directly or by assisting their trusted family officers.
Operating as fiduciaries, we uphold a philosophy that places clients' best interests at the forefront, characterized by transparency, integrity, discretion, and ethical conduct, ensuring that our clients are entrusted to safe and competent hands.
Naturally, you are always welcome to mix business with pleasure and visit Switzerland to experience the captivating atmosphere of Switzerland as a high-end financial center firsthand… and see the sights!
Our offices are conveniently located in Geneva, Zurich, Lugano, and Bäch/Wollerau (headquarters).
The easiest way to get started and learn more is to schedule a call or video call...
I'm not more than a call or click away!
With best regards from Switzerland!
James Phillips, Partner
Contact details
I am looking forward to touching base personally through a call or video chat.
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