International Investors

We strive to educate and familiarize our international clients with the US capital markets in order to help them be opportunistic and reach their financial goals.

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Languages that we speak:

English, Portuguese, French, Arabic, Hebrew, Spanish, Russian, Chinese

GK has partnered with Vontobel Securities U.S. and Schwab International, both global financial institutions, to provide world class access and experience to our clients across the world. Our aim is to help you achieve your goals by offering you a broad range of solutions and access to our proprietary research, investment expertise and global wealth management capabilities no matter where you live.

Vontobel Securities U.S. is one of the leading and oldest Swiss banking and financial institutions that will serve as our custodial partner for our global clients. Vontobel Securities U.S. provides us with unparalleled service and access based on in-depth worldwide investment expertise to private clients, institutional investors, and financial market intermediaries in the domestic Swiss market and key international markets.

Schwab International is one of the largest US based custodians. Some international jurisdictions allow us to use Schwab for Non-US residents. Based on your residence and goals we will determine if this a better place to custody your assets.

What we can provide:

  • Service clients across the globe
  • Service US clients who would like their asset to be domiciled in Switzerland
  • Trading execution across many different markets
  • Access to different investment products and tools from leading financial institutions
  • Ability to hold and trade in multiple currencies
  • Tax reporting capabilities
  • State of the art technology to monitor and access your investments

Media

Advisors

Danilo Kawasaki, CFP® CPWA® Vice President and COO
Hatem Dhiab, CFP® Managing Partner
Email:
hatem@gerberkawasaki.com
Twitter:
hatemdhiab
LinkedIn:
hatemdhiab
Ayal Shmilovich Managing Partner
Email:
ayal@gerberkawasaki.com
Twitter:
ayalshmilovich
LinkedIn:
ayal