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Swiss 3rd Pillar, International Financial Planning (Zurich)


Steven J Cohen CFA

Providing the leading advice on Swiss 3rd pillar pensions and vested 2nd pillar plans to individuals and companies. Licensed under the Swiss Financial Authority.

Independent financial planning for the international business community. Covering: retirement, university fees and, general savings and investments.

Private banking levels of service. Global Coverage.

His personal biography includes: Graduating from UCL with an honours degree in Economics. Spending six years as a part qualified Chartered Accountant including tax and cash flow issues. Establishing a successful retail clothing firm in Central London. Advising 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. Profitable fund management of global securities and derivatives for the last five years.

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skype: steven.j.cohen
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