Global Wealth Management, L.C. (GWM) was founded in 1995 in Miami/Florida by the two Swiss partners Thomas U. Heierli and Ernst Eisenhut. GWM is registered as an investment adviser in the USA with the SEC (Securities and Exchange Commission) and with the 'VQF/BOVV' Financial Services Standards Association & Industry Organization for Asset Managers through its branch in Switzerland.
We believe in being registered as an investment adviser in two countries is an extensive benefit for our clients. GWM's expertise of more than 25 years in international and global portfolio management, combined with custodians in a safe country like Switzerland, is more important nowadays than ever before.
We believe in being registered as an investment adviser in two countries is an extensive benefit for our clients. GWM's expertise of more than 25 years in international and global portfolio management, combined with custodians in a safe country like Switzerland, is more important nowadays than ever before.
Services
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.
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. At an additional fee, GWM's 'Family Wealth Analysis Statement' is furnished to our client once a year or upon request.
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