Bespoke Wealth Management
  • Regulated in Switzerland, the EU and
    USA
  • Proven Experience
  • Tailored Solutions
  • Professional & Ethical Standards
  • Asset Security
Approach

  • Member needs understood
  • Correct instruments selected
  • Bespoke discretionary management
  • On-line portfolio view and statements
  • Performance mandates exceeded
  • Easy withdrawal facility
  • Foundations, Endowments & Charities
  • Family office
  • Established trusts team
  • Coordination with member existing
    professional advisors & custodians
International Solutions

  • Cash
  • Currencies
  • Equities
  • Fixed Income
  • Derivatives
  • Funds
Referral Partner Service
Established network of other family offices
and ancillary providers for SPECIALIST,
INDEPENDENT and NON-CONFLICT OF
INTEREST:

  • family governance
  • intra- & extra- familial wealth planning
  • succession and inheritance planning
  • legal structures
  • philanthropy
  • accounting
  • corporate administration
  • citizenship
  • residency
  • impact and socially responsible
    investing
  • divorce
  • taxation
  • real estate
  • family intranet platform
  • deal flow
  • corporate financing
  • exclusive networking memberships
  • private equity secondary & fund exits
Steven J CohenCFA

Results That Count - Bespoke Advantage
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
California


+1.310.923.5823

Investment Adviser Firm
SEC Firm CRD # 280027
SEC Individual CRD # 6546951
UK & ROW
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
Family Office Services
Source: Hannah Shaw Grove CFA Institute Conference Proceedings Quarterly Second Quarter 2015
Investment Management
Advanced Planning
Administrative Services
Lifestyle Services
Investment Banking
Policy and governance
Manager selection
Portfolio construction
Direct investments
Research and analysis
Tax mitigation
Estate planning
Wealth transfer
Business succession
Asset protection
Charitable gifts
Financial reporting and
record keeping
Data aggregation
Bill payment
Tax preparation
Day-to-day office operations
Certified public accountant
(CPA)/accounting duties
Family security
Concierge services
Private health care
Philanthropy
Advisory services
Family education
Property management
Buying and selling
Business interests and
other assets
Capital raising
Loan sourcing
Investor sourcing
Whilst we understand the ease of using a one-stop-shop, we cherish our independent status to remove any conflicts of interest and
provide excellence in speciality (in all areas of investment management and some areas of advanced planing and investment
banking). However todays global family requirement are becoming more varied and complex. To assist in the areas where we do not
have in-house expertise we have cultivated a network of similar independent and best in class service providers to provide not only
specialist advice but also oversight to our own activities on
your behalf, or we are happy to work with your existing providers.