Our primary focus is asset management. We facilitate opening the best bank/brokerage account relation on your behalf even by mail; we negotiate with banks on your behalf; we ensure that your instructions are carried out timely and correctly. And we communicate with you. Always.

Summary:

Opening and managing Swiss bank/brokerage accounts

Account Minimum: US$ 500,000 or equivalent in foreign currency

Asset Management & International Financial Consulting

Management Fee: 0.25% each quarter up to $5 million

Publishing of Swiss and European economic and financial news

Negotiable for larger accounts

Incorporation of international companies, trusts and foundations
 

Special Services: Charged on an hourly basis as incurred

International Incorporation
WHVP arranges incorporation of international companies, trust or foundations through associates in Liechtenstein and elsewhere. However, a thorough structure requires detailed study of your objectives and circumstances, legal and tax advice and may be expensive. We generally recommend formations only for assets exceeding US$ 1,000,000.

Julius Baer Holding Ltd. (see homepage www.juliusbaer.com) The Julius Baer Group is the leading pure-play wealth manager in Switzerland and has a strong international focus. The Group, whose roots date back to the 19th century, concentrates exclusively on the fields of private banking and asset management for private and institutional clients. A decisively client-centric approach as well as premium investment products combined with comprehensive investment know-how are the strengths of Julius Baer. Total assets under management 360 billion Swiss francs (2006) and the bank's debit rating from Moody's is Aa3. Its shares are listed on the SWX Swiss Exchange.
 

Bank Vontobel Ltd. (see homepage www.vontobe1.com) founded in 1924, is the core company within Vontobel Holding AG, listed on the SWX Swiss Exchange. The Vontobel families, together with the Vontobel Foundation, own a majority of the Vontobel Holding AG's equity and voting rights. Vontobel is an internationally-oriented Swiss private bank, specializing in asset management for sophisticated private and institutional clients. Vontobel's core competence is centered around Private Banking, Investment Banking and Asset Management & Investment Funds, all for the benefit of its clients and cooperation partners in all areas of asset management. Their integrated business model allows to combine know-how and resources in the best interests of its clients and cooperation partners. Total clients assets entrusted to the care of Vontobel Group are in excess of 71 billion Swiss francs (2006).

swissfirst Bank (Liechtenstein) Ltd. (see homepage www.swissfirst.1i) swiss first Bank (Liechtenstein) AG is the first bank in Liechtenstein to combine the world-famous, tried-and trusted Swiss tradition of private banking with the renowned expertise of the Liechtenstein financial center. You can rely on their strict adherence to the principles of discretion, security and efficiency. Moreover, their consultants are involved in an ongoing exchange of knowledge with international partners.

Swiss safety
The custodian banks carry all accounts in the name of their clients. Securities are traded and held in the bank's name but for client accounts, segregated from the bank's own assets.