Global Wealth Management

Global Wealth Management

Founded in 2009, Global Wealth Management was established to serve international families and individuals navigating cross-border investment complexity. The firm maintains a dual-office structure in Miami Beach, Florida, and Zurich, Switzerland, positioning itself at the intersection of US private markets and non-US wealth. Its client base spans Latin America and Europe, with a focus on high-net-worth individuals, families, trusts, and business entities that require US-facing investment management alongside Swiss-style wealth stewardship. The firm deploys capital across public and private markets through discretionary and non-discretionary mandates. Its offerings include direct portfolio management, investment advisory, and access to alternative asset classes — notably private credit, real estate, and hedge fund strategies. The Miami hub provides proximity to US alternative managers and real-asset opportunities, while the Zurich office anchors its European private banking relationships and cross-border structuring capabilities. The firm constructs bespoke portfolios that blend traditional liquid securities with private market allocations, tailored to each family's liquidity needs and jurisdictional constraints. Global Wealth Management's team size and total assets under management are not publicly disclosed, consistent with its private, relationship-driven model. The firm does not maintain a visible public-facing executive team on its website, and principal names are not listed in available records. Without a public LinkedIn presence or detailed firm communications, its current leadership structure remains opaque. The Zurich office is registered under the Swiss legal entity at the domain gwm-ch.com, while the Miami Beach registration as a Registered Investment Advisor anchors its US regulatory status. Structurally, the firm functions as a multi-family office and registered investment advisor, distinguishing itself through a genuine dual-jurisdiction operating model rather than a single booking center with a representative office abroad. This architecture matters for non-US families who need US-compliant investment management without consolidating all assets onshore, and who value having an advisor equally fluent in Swiss regulatory expectations and US alternative manager due diligence. The firm's small, undisclosed footprint suggests a concentrated client book managed by a lean team prioritizing discretion over scale.