Steven J CohenCFA

Results That Count - Bespoke Advantage
Family Office & Wealth Manager

At our multi-family office or shared investment firm we manage family
and individual non-property and non-business assets, essentially daily
quoted: stocks, bonds, funds, currencies, commodities and all other
securities. Accounts are held in your, trust, pension or corporate  
segregated account. You can access you account online 24/7 as well as
communicate with the qualified investment professionals that design the
algorithms and procedures that ultimately drive our investment
performance. We are an experience, successful, professional firm utilising
supervised technology for a multi-generational, five star plus service.
News & Blog:           "Insight"
International contact details:
Skype: steven.j.cohen
Steven J Cohen CFA
Rolandstrasse 16
8004 Zurich

+41 (0)7675 367 38

Financial Intermediary
FINMA SRO Polyreg Membership
Steven J Cohen CFA


Investment Adviser Firm
SEC Firm CRD # 280027
SEC Individual CRD # 6546951
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
Presentation (basic performance):
Download App for Android Phone

Download App for iPhone          

and take the compatibility test to identify if you would
benefit from becoming a member of our office.

Our updated app Bolsa2 also includes firm: regulatory,
professional and portfolio login links, multiple news
feeds, our own social network and network deal flow.
Kindly uninstall previous versions before installing the
new version.
Presentation (full technical):