About
I'm an FCA-authorised financial advisor based in Zurich. I speak English and German.
I can help to support and encourage you towards a more autonomous and self-determined life. My own experience, combined with the financial knowledge & understanding of Swiss law, enables me to help improve your financial situation and reach your personal goals.
I can help to support and encourage you towards a more autonomous and self-determined life. My own experience, combined with the financial knowledge & understanding of Swiss law, enables me to help improve your financial situation and reach your personal goals.
| Age |
46-65
|
|---|---|
| Nationality |
Swiss
|
| Civil status |
In a relationship
|
| Kids |
Yes
|
| Passionate about |
Cooking
Gardening
Golf
Red wine
Sports and fitness
Technology
|
| City, Country | Kloten, CH |
I can support you in the following
Advice on house purchase and mortgages
Tax planning
Specific investment advice, e.g. build/manage an existing portfolio
Insurance
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
Help to set-up or sell a business
Skills & Qualifications
| Firm | Swiss Life Select |
|---|---|
| Function | Graduate Financial Advisor |
| Place of work | Other |
| Experience | 0 - 5 years |
| Qualifications |
Financial Advisor Swiss Life Select
FRM - Financial Risk Manager
Master in Digital Business
|
| Regulatory (FCA) Authorized: | Yes |
| Reference Number | PW86227 |