Our Edge

  • Regulated in Switzerland, the USA
    and British Columbia (Canada)
  • Proven Experience
  • Quality
  • Professional & Ethical Standards
  • Highest Security
  • Bespoke Service
Your needs
  • Meeting university fees
  • Tax mitigation
  • Retirement savings growth
  • Building for property deposit
  • Depositor Protection
  • Pension Control
  • Cross-boarder savings plans
  • Estate & inheritance tax planning
  • Wealth management
Solutions
  • Supplementary, 2nd & 3rd Pillar
    Swiss Pensions
  • QROPS / QNUPS / SIPP
  • 401k / IRA / ROTH
  • International Protected Savings
    Account
  • Bespoke Discretionary Management
  • Trusts
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