Steven J CohenCFA

Results That Count - Bespoke Advantage
Family Office & Wealth Manager
Key Functions:

  • Swiss Pensions
  • UK Pensions
  • US Pensions
  • Wealth Management
  • Discretionary Asset Management
  • Family Office
  • Trusts & Estate
  • International Financial Planning
  • Structured Products
  • Exempt UK Capital Gains & Income Tax Accounts
  • 90% Government Compensated Regular Saving/Investment Accounts
  • Exempt Spanish Income, Capital Gains & Inheritance Tax Accounts
News & Blog:           "Insight"
International contact details:
Email: admin@c-bm.biz
Skype: steven.j.cohen
 
Switzerland
Steven J Cohen CFA
Strada 60
7130 Ilanz

+41 (0)7675 367 38


Financial Intermediary
FINMA SRO Polyreg Membership
USA
Steven J Cohen CFA
California


+1.310.923.5823

Investment Adviser Firm
SEC Firm CRD # 280027
SEC Individual CRD # 6546951
UK & EU
Steven J Cohen CFA



+44 (0)7770 275 489


UK & EU authorised Insurance
Agent sponsored
Rest of the World
Steven J Cohen CFA



+44 (0)7770 275 489
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