Wealth in a World of Change requires New Ways of Managing Wealth

Fritz Kaiser

Executive Chairman Kaiser Partner

Our History

About Kaiser Partner Financial Advisors Ltd.

Kaiser Partner Financial Advisors Ltd. is our SEC-registered asset management company out of which we are able to provide Wealth Management services to clients in the United States of America and where we pool our US-specific know-how, especially when it comes to tax-efficient investing and reporting. Kaiser Partner Financial Advisors Ltd. has a team of 12 people covering the spectrum of investment advisory and management, general relationship management and trust advisory and administration. At the end of 2012, we managed USD 258 million on a discretionary and non-discretionary basis. In addition to this, we were responsible for USD 125 million in our trust advisory segment.