
Heinz Binggeli
Global Investment & Risk Advisors, LLC
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: $50,000
Title: President / Owner
Offering advice since: 1999
Areas of expertise:
- Annuities
- Educational Planning
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
Further information about Heinz Binggeli:
Born and educated in Switzerland, Heinz has an extensive background in Global Investment Management, Corporate Finance and Financial Risk Management. For over 30 years he has held management positions in Europe and the USA with a multi-national corporation, a private bank, an investment bank and a private financial advisory firm. He is currently President and Principal Owner of Global Investment and Risk Advisors, LLC, a firm he formed over 8 years ago.
Most of his career was dedicated to advising institutions and individuals on financial issues. Heinz is knowledgeable about financial instruments in all asset classes, such as equities, bonds, commodities and currencies, and is experienced with more recently developed investment instruments, including hedge funds, leveraged structured products and derivatives in many different forms. With this experience Heinz is able to analyze any instrument offered in the market, and to determine whether such an instrument is appropriate for a given investor.
This professional expertise and experience was accumulated while working for prestigious institutions. At GTE International in Switzerland Heinz managed the corporation's Multi-Currency Cash Flows and Credit Exposures. At GTE's headquarter in Connecticut he managed the Global Capital Structure and Global Currency Exposure. Later at Brown Brothers Harriman & Co. in New York, Heinz was in charge of their International Financial Advisory Service, advising multinational corporations and institutional investors. At Merrill Lynch & Co, he was Global Currency Product Manager interfacing with sales and trading desk around the world, advising private clients and institutional investors.
Heinz is a CERTIFIED FINANCIAL PLANNER(TM) practitioner, adhering to the rigorous standards set by the CFP Board for competent and ethical personal financial planning. He is a former member of the International Association of Financial Engineers (IAFE), has guest lectured at the Financial Engineering Institute of the Polytechnic University in New York, and is a frequent speaker at business seminars on financial risk management and valuation of complex derivatives. He has also successfully acted as expert witness in financial litigation cases.
Compensation and Fee Structures:
Fee based on size of assets or fixed fee based on time and effort.
Licenses, Certifications & Affiliations:
Registered Investment Adviser, State of Florida
Education:
Not specified
Foreign Languages spoken:
German, French, Italian
Will provide references upon request?
Yes
Further information about Global Investment & Risk Advisors, LLC:

(Size of firm: 0-9 advisors)
We are an independent financial advisory firm, owned and managed by Heinz Binggeli, CERTIFIED FINANCIAL PLANNER TM, Practitioner
We pride ourselves of assisting clients with fee-based, objective financial advice without the usual conflict of interest arising from selling commission-driven and proprietary products. At the same time, we have an in depth knowledge about the often complex products offered in today's market place so that our clients can benefit from them when appropriate.
Contact Information for Heinz Binggeli
Phone: (239) 601-1673
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Address for Heinz Binggeli:
22106 Natures Cove Ct
PO Box 721
Estero, FL, 33928
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