Whvp

RIASEC Registered

Total AUM

$235M

Discretionary

$143M

61% of AUM

Avg account

$1.8M

Accounts

130

Employees

Advisory reps

Firm details

Headquarters: Zurich,
CRD number: 156928
Registered since: June 3, 2011
Website: whvp.ch
Custodians: VONTOBEL SECURITIES LTD., DREYFUS SOEHNE & CIE AG, BANQUIERS, KAISER PARTNER PRIVATBANK AG
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.28%
Individuals27.24%
Insurance Companies0.48%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Whvp is an independent registered investment adviser that has been SEC-registered since 2011. The firm serves both individual/family and institutional clients and bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Ownership is listed as a combination of a foreign entity and an individual, and the firm does not act as a capital allocator. Its advisory activities include discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, plus the publication of periodicals and delivery of educational seminars and workshops. Whvp is not identified as an active ESG investor.