Steven J CohenCFA

Results That Count - Bespoke Advantage
Family Office

Steven J Cohen CFA is a global non-custodial multi-family office consultancy specialising in
quality discrete investment management services for exclusive individuals and
multi-generational wealth. Headquartered in Zurich, Switzerland with other regulatory
licenses/permissions held in California, USA and British Columbia, Canada, professional
oversight is by the Chartered Financial Analyst Institute. Referrals are made to other
best-in-class specialists bringing the full range of family office services without conflict of
interest inherent in full service entities.
International contact details:
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 & Europe
Steven J Cohen CFA

+44 (0)7770 275 489

China, Asia, Australasia
Steven J Cohen CFA

+852  6224 8320
Steven J Cohen CFA

+ 1.310.923.5823
Artificial Intelligence (A.I.)
Steven J CohenCFA

Family Office Artificial Intelligence
使用人工智能 (粤语):
Our "Go To" solutions:

* Best practice adopted from the UK wealthiest family
* Experience in allocating for billion dollar portfolios
* Proven success throughout the economic and investment cycle
* Use of the most productive technologies (A.I.)
* See though transparency for client funds
* Best custodial service
* Best liquidity service
* Bespoke investment universe for specific ethical, organisational or performance requirements
* Highest professional qualifications
* Evolving solutions for private equity, venture capital, direct lending and real estate
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