Working with leading global custodians to provide security and
accurate reporting, fully utilising permitted tax strategies. Use of
members' existing custodian and taxation vehicles also undertaken.
Custodian and Tax Efficient Accounts
Personnel: CEO & CIO - Steven J Cohen

  • 25 years investment experience
  • Economics degree from University College London
  • Chartered Financial Analyst 2001
  • Regulated in Switzerland, the USA and British Columbia (Canada)
  • 1998-2002 In-house Investment Committee Member to top of
    Sunday Times Wealth List family.
  • 2002-7 £750 million UK equity portfolio out-performance of:
    pharmaceutical, media, electricity, chemical and non-life
    insurance benchmark, at major UK bank.
  • Across total liquid mandates since mid 2007, continually positive
    cumulative returns, exceeding all major stock indices.
Fee schedule available on request.
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
UK & Rest of World
Steven J Cohen CFA

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


British Columbia Securities
Commission Foreign Investment
Steven J CohenCFA

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