Empower Your Future with Zermatt Private Wealth
What We DoYour Future is Our Priority
Personalized Service
Zermatt Private Wealth, powered by San Blas Securities, is a preeminent wealth management firm with more than $1B in AUM. We strive to provide exceptional service and personalized solutions to Ultra High Net Worth clients and Multi-family Offices. Our depth of knowledge in public and private markets combined with our deep expertise in investment banking and institutional trading, creates the ability to provide our clients with opportunities that may not be available to individual investors.
Zermatt Creates Investment Clarity for Clients
Private Wealth Management
Guiding entrepreneurs, executives and family offices on how to plan for unique complexities that comes with significant wealth.
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Investment Banking
Harnessing the power of deep market and industry sector expertise to service institutional investors.
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Institutional Trading
Creating access to market data and analytics and institutional trading platform, and global markets investment opportunities.
Learn MoreWe Operate To Maximize Client Wealth
HEAD OF ZERMATT PRIVATE WEALTH AND CIO
CEO – SAN BLAS SECURITIES
CHAIRMAN – SAN BLAS SECURITIES
HEAD OF CAPITAL MARKETS
HEAD OF CAPITAL MARKETS
HEAD OF INSTITUTIONAL SALES
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