Global Wealth Management

Global Wealth Management, L.C. (GWM), a name synonymous with personalized investment counseling, was founded in 1995 in Miami, Florida, by two visionary Swiss partners, Thomas U. Heierli and Ernst Eisenhut. Over the course of nearly three decades, GWM has consistently delivered exceptional financial services to discerning investors, solidifying its reputation as a trusted advisor. Transitioning to the next generation of leadership in late 2023, GWM was acquired by a Zurich-based holding company, ushering in a new era of growth and innovation under the astute stewardship of Managing Partners Olaf Herr and Silvan Noetzli.

Rooted in a legacy of financial expertise, GWM is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC) and boasts a sister company, Wealth Management Group AG (WMG), a registered investment adviser with the Swiss Financial Market Supervisory Authority 'FINMA'. This dual registration underscores GWM's unwavering commitment to regulatory compliance and adherence to the highest ethical standards in both the United States and Switzerland.

Swiss Security and Global Reach

GWM's strategic positioning, with its subsidiary and custodial banks located in Switzerland, presents several compelling advantages, particularly in today's dynamic and often volatile global landscape. Switzerland is renowned for its political and economic stability, providing a secure haven for valuable assets. Additionally, Switzerland's robust banking laws and stringent privacy regulations offer an unparalleled level of protection for client information.

GWM's unwavering commitment to personalized service extends to investors worldwide. Our team, operating from Switzerland, manages all financial records and server infrastructure within the country.

Discretionary Mandate Portfolio Management

For investors seeking a hands-off approach to portfolio management, GWM provides customized Discretionary Mandate services. Our experienced professionals leverage their in-depth market knowledge and strategic insights to develop and execute a comprehensive investment strategy tailored to your individual goals and risk tolerance.

GWM believes in a global, diversified approach to portfolio management, aiming to preserve capital while promoting long-term growth. We carefully select investments across a range of asset classes to mitigate risk and maximize returns.

Investment Advisory Mandates

For clients who prefer a more active role in investment decision-making, GWM offers personalized Investment Advisory Mandates. Our Swiss investment professionals provide expert guidance, in-depth market analysis, and timely notifications to empower you to make informed investment choices.

We provide tailored investment advice, evaluate asset allocation strategies, and offer clear and transparent fee structures. Our goal is to equip you with the knowledge and confidence to navigate the complexities of the global investment landscape.

Building Long-Term Relationships

At GWM, we believe that lasting financial success is built on strong, transparent relationships with our clients. We are dedicated to providing exceptional service, clear communication, and ongoing support to ensure that your investment objectives are met.

Our team of Swiss experts is committed to upholding the highest ethical standards and building a trusted partnership with you for the long term.