Invest-Partners Wealth Management AG
Gerard Hofmann is a seasoned financial professional currently serving as a Senior Partner at Invest-Partners Wealth Management AG since February 2022. With extensive experience in wealth management, Gerard has previously held roles as an Executive Director at both Bank Julius Baer Group and UBS AG, and as a Partner at Gotthard Partners AG. Gerard also represents Switzerland for OurCrowd and serves as a Board Advisor for the Foundation Combat Climate Change, which focuses on sustainable solutions to combat climate change. Gerard Hofmann holds an MBA in Economics from the University of Zurich, a certification in strategic and operational management from AKAD Business, and has furthered education through studies at the University of Chicago.
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Invest-Partners Wealth Management AG
Ein starker Partner mit Weitblick für Ihre Finanzen. Die Vermögensverwaltungsgesellschaft Invest-Partners Wealth Management AG wurde 2002 gegründet und ist in Zürich ansässig. Das Unternehmen zählt mittlerweile zwanzig Partner. Wir offerieren ganzheitliche, kreative Lösungen und unser Team besteht aus Experten mit unterschiedlichen beruflichen Hintergründen, von Investment Banking über Recht bis hin zu Buchhaltung und Immobilien. Wir verstehen uns nicht nur als ständige Berater unserer Kunden, sondern liefern unsere Expertise auch über die traditionellen Private Banking- und Investmentbanking-Dienstleistungen hinaus. Family Offices können von unserer langjährigen Erfahrung profitieren, indem sie sich für uns als Outsourcing-Partner entscheiden. Zurzeit vertrauen uns mehrere Family Offices. Unser Erfolg basiert auf dem Erfolg unserer Kunden. A strong partner with vision for your finances. The asset management company Invest-Partners Wealth Management AG was founded in 2002 and is based in Zurich. The company now has twenty partners. We offer holistic, creative solutions and our team consists of experts with different professional backgrounds, ranging from investment banking and law to accounting and real estate. We see ourselves not only as permanent advisors to our clients, but also deliver our expertise beyond traditional private bbanking and investment banking services. Family offices can benefit from our many years of experience by choosing us as their outsourcing partner. Currently, several family offices place their trust in us. Our success is based on the success of our clients.