Zermatt Private Wealth
Your Future is Our Priority
At Zermatt Private Wealth we strive to provide exceptional advice and personalized solutions to our individual and intuitional clients. We provide our clients with comprehensive advice and execution on their private wealth, investment banking and institutional trading needs.
Build Lasting Legacies
We do more than manage wealth. We architect legacies with our multi-generational approach, proactive asset tax planning, estate planning, risk mitigation, and family governance. Our clients’ deepest values are at the forefront of everything we do.
Unlock Growth Opportunities
We identify growth opportunities for you across all of our platforms through proactive research, insight, and execution. Our due diligence and rolodex allow us to partner with some of the best firms in various spaces to bring “best in class” opportunities to clients.
Investment Clarity for Clients
Private Wealth
We are experienced in managing the multi-dimensional complexities and future planning of our clients' wealth.
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Investment Banking
Our commitment to integrity is the foundation for providing corporate and business advisory services to individuals and public and private companies.
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Institutional Trading
We seamlessly deliver equity and debt execution as a strategic partner to San Blas Advisory by providing best in class service and market insights.
Learn MoreWe Operate To Maximize Client Wealth
HEAD OF ZERMATT PRIVATE WEALTH AND CIO
HEAD OF INVESTMENT BANKING – PRINCIPAL, SAN BLAS SECURITIES
HEAD OF M&A, SAN BLAS SECURITIES
HEAD OF CAPITAL MARKETS, SAN BLAS SECURITIES
Elias Haddad
CONSULTANT
Brenda Dunn
CONSULTANT
Caroline Colavito
CONSULTANT
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