Our clientele benefit from independent counseling by professionals
and timely notification to make a final investment decisions by themselves.
Advantages
 | Custom tailored investment advice |
 | Bank independent asset allocation and investment evaluations |
 | Notification about investment decisions made within Wealth Management Group |
 | Transparent fee structure |
Disadvantage
 | Client needs to be contacted before any investments can be bought or sold.
Unavailability of a customer at a specific moment may lead to losses or reduced gains. |
 | Time differences between continents may lead to uncomfortable scheduling of telephone
conversations. Therefore, we recommend our Portfolio Management Services for foreigners and frequent
travelers. |
WMG’s services are not available to investors from countries where WMG is not registered as an investment adviser. US investors may contact Global Wealth Management, L.C. at
+1-305-851-2476 / gwm@wmg-ch.com. |