Steven Cohen

Chief Investment Officer

CBM Investment Management


Steven J Cohen CFA is the principal and CIO of a Zurich based multi-family office. He gained his BSc Econ from UCL, spent several years in Chartered Accountancy and had established a retail clothing firm in central London. He was in-house council to the wealthiest family in the UK and managed a multi billion dollar portfolio for a big 4 UK bank. After a very successful 2007 & 2008 he established his family office and today develops artificial intelligence generated investment strategies for an increasing Asian client base.

The latest events from Steven Cohen

W Hotel, Hong Kong

Asian Wealth Management Forum 2019

We were delighted to host our 9th annual event in Hong Kong for the Private Wealth Management Community.

More than 350 CEOs, COOs, and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies...