Functions:

  • Institutional & Private Wealth Management
  • Assigning correct risk criteria to investment
    strategies
  • Meeting future liability & spending
    requirements
  • Providing value added to portfolios
  • Relative and absolute performance objectives
Attributes

  • Proven Experience - £750 million asset out-
    performance of: pharmaceutical, media, electricity,
    chemical and non-life insurance equity
    benchmarks, for major UK Bank. Since established
    (mid 2007) liquid mandate cumulative returns that
    have been continually positive and exceeded all
    major stock indices.
  • Qualityin-house investment advisory to UK's
    2nd wealthiest family.
  • Bespokededicated global manager, access to
    funds, transparency.
  • Professional & Ethical Standardsduty to put
    member interests first, suitable investment choice,
    confidentiality, inform on compensation.  
  • Highest Security – choice of custodians and
    jurisdiction providing best asset safety, separation
    of manager control from funds.
  • Investor Protection - regulated in Switzerland,
    the EU and the USA.
International contact details:
Email: admin@c-bm.biz
Skype: steven.j.cohen
 
Switzerland
Steven J Cohen CFA
Rolandstrasse 16
8004 Zurich

+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 & Rest of World
Steven J Cohen CFA



+44 (0)7770 275 489
Canada
Steven J Cohen CFA



+1.310.923.5823

British Columbia Securities
Commission Foreign Investment
Advisor
Steven J CohenCFA

Results That Count - Bespoke Advantage