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- Custodian
- Bank Vontobel
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-03-2011
- Office Locations
- 1
Office Locations
About Whvp
WHVP is a Zurich-based, SEC-registered investment advisor specializing in Swiss offshore banking and wealth management for American clients seeking diversification and privacy. The family-owned firm works with private custodian banks in Switzerland and Liechtenstein and manages conservative, long-term portfolios focused on capital preservation across foreign currencies, global equities, bonds, and precious metals. Named Wealth Briefing’s 2021 best for servicing North American clients.
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Owner & Executives
Julia Fernandez Lopez
Chief Operating Officer, MEMBER OF THE BOARD
- CRD
- --
- Ownership
- Less than 5%
DANIEL PAUL KOLLER
Chairman, Founder and Managing Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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ROBERT ARMAND VRIJHOF
Advisor
- CRD
- #5908579
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,126,965 | $1,212,940 |
| Non-Discretionary | $92,068,952 | $7,672,413 |
| Total | $235,195,917 | $1,809,199 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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