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Independent tax efficient financial planning (Zurich)


Steven J Cohen CFA

Independent tax efficient financial planning and wealth management for the international business community; assisting: retirements, pensions, inheritances, estates, university fees and general savings and investments.

Specialist solutions for citizens / residents of USA, UK, France & Switzerland include: supplementary, 2nd & 3rd pillar Swiss pensions, QROPS, 401k / IRA / Roth, assurance vie / PEA, offshore life assurance, trusts and, discretionary managed accounts.

Steven Cohen's biography includes: Graduating from UCL with an honours degree in Economics. Spending six years as a part qualified Chartered Accountant covering tax and cash flow issues. Establishing a successful retail clothing firm in Central London. Investment Committee Member to a family in the top 10 of the Sunday Times Wealth List. Obtaining the Chartered Financial Analyst designation. Index beating management of over £750m in equities for Lloyds TSB Wealth Management. Averaging over 7% annual return in global securities and derivatives between Protected content 2011. Being licensed to provide investment solutions in Switzerland under the provisions of FINMA & to US citizens under the provisions of the SEC.

Skype: steven.j.cohen
email: Protected content
Phone: Protected content

Birkenstrasse 12
Adliswil Protected content

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