CBM Investment Management

Trust  Control  Performance
Spanish Collective Investment
insurance company (listed on the UK stock
exchange) for these benefits:

  • Gains on policies are not liable to Spanish tax
    until withdrawn (giving tax planing
  • No Spanish inheritance tax if nominated to a
    non-resident beneficiary
  • Available for portfolios in-excess of € 37,500
  • Access to 500 Spanish compliant funds from
    leading investment houses
  • Ability to select our in-house management
    team to execute investment policy
  • Spain Spanish Saving Investment Tax
    Compliant Bond
Steven J CohenCFA

Results That Count - Bespoke Advantage
International contact details:
Email: admin@c-bm.biz
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