A complete list of active advisors currently associated with Whvp
Warmer can help you find a great advisor at Whvp or one who fits your needs even better.
WHVP AG is a Zurich‑based SEC‑registered investment adviser that provides discretionary and non‑discretionary wealth management to U.S. residents, U.S. taxpayers living abroad, and non‑U.S. entities. The firm serves individual and high‑net‑worth clients with accounts maintained at third‑party custodians. WHVP combines top‑down macroeconomic analysis with bottom‑up security selection to pursue mid‑to‑long‑term portfolios largely allocated to non‑U.S. securities, including equities, corporate and sovereign fixed income, foreign currencies and precious metals; the brochure notes the firm generally avoids investing in funds. Portfolios may include physical precious metal holdings or custodian‑backed metal accounts, and WHVP relies on custodian valuations for fee calculation and trade execution. Notable distinctions include a principal office and regulation in Switzerland (including FINMA oversight), explicit servicing of a material non‑U.S. client base and the ability to invest in non‑U.S. offerings under Regulation S. The firm also discloses concierge‑type services (for example, advice on watch or art acquisitions), CHF‑denominated billing with an exchange‑rate margin, and solicitor arrangements described in its brochure.
To learn more about the advisors currently working at Whvp, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Remote
| 5
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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