Urs Patrick Droese
Advisor at Whvp
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
None foundExperience Industry experience
5 years
Location
Remote
Whvp
Supported
Total advisors
1Clients per advisor
129 Very HighAvg AUM per client
$1,814,484 Very HighHNW client ratio
26% TypicalAbout
Urs Droese is an advisor at WHVP with five years of industry experience. He has been with Weber Hartmann Vrijhof & Partners Ltd. since 2018 and previously worked at Werenbach AG, Bellecapital Partners AG, and the University of Sankt Gallen. WHVP AG is a Zurich-based SEC-registered investment adviser serving U.S. residents, U.S. taxpayers abroad, and non-U.S. entities. The firm offers discretionary and non-discretionary wealth management focused on mid- to long-term portfolios largely invested in non-U.S. securities, combining top-down macroeconomic analysis with bottom-up security selection.
Client services
Based on Whvp
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Fee options
$500,000 - $3,000,000: 1.5% p.a. $3,000,000 - $5,000,000: 1.25% p.a. $5,000,000+: Negotiable
CHF 200 to CHF 500 per hour for additional services
Account minimum: $800,000 Minimum fee: CHF 2,000 per quarter (discretionary), CHF 1,250 per quarter (non-discretionary) Fee-only: Yes, WHVP is a fee-only investment adviser and does not receive remuneration from third parties.
Most active in
Urs D has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
5 years of industry experience
Weber Hartmann Vrijhof & Partners Ltd.
2018 - Present • 8 years
Zurich
Werenbach AG
2017 - 2018 • 1 year
Zurich
Bellecapital Partners AG
2017 - 2017 • 1 year
Zurich
University of Sankt Gallen
2015 - 2016 • 1 year
Sankt Gallen
Disclosures
Disclosures are events advisors must report to regulators, such as customer complaints, regulatory actions, employment separations, bankruptcies, and criminal or civil proceedings. A disclosure may be pending or contested, or settled for business reasons with no admission or finding of wrongdoing.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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