Citywire - For Professional Investors

Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Schwyz firm joins platform for Swiss SEC-registered advisers

1 Comment
Schwyz firm joins platform for Swiss SEC-registered advisers

Silvercoast Partners has joined Where Americans are Welcome, a Swiss wealth management platform.

According to Joseph Haering, partner at Silvercoast, the decision was taken to improve the visibility of the firm, which was launched in May 2016 and won SEC approval the same year.

Where Americans are Welcome is a platform that lists Swiss wealth management firms working with US clients and provides practical information for individuals who want to book their accounts in Switzerland.

Silvercoast, the most recent addition to the platform, focuses on high net worth and ultra high net worth individuals in the US, though it also serves Swiss and international clients.

This client focus can be traced to Haering’s background: before starting his own firm he worked at Credit Suisse as head of its North America wealth management and private banking business. The asset manager has more than 30 years of experience in investment management, private banking and global wealth management.

When it comes to asset allocation Haering and his team predominantly invest in equities and bonds. Within his equity allocation 70% is invested in US equities, while on the fixed income side he favours municipal bonds.

Silvercoast is also a member of VQF BOVV, an organisation for independent investment management firms, and is recognised by Finma. 

 

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.