
Luca Studer
Speicherschwendi
ZWEI Wealth
(0 with 0 ratings)
My added value for you: a) One contact person for all your banking relationships, b) our platform: transparent and simple like an app, c) systematic financial decisions
As a former portfolio manager and research analyst as well as a TV expert, I have gained valuable experience in the selection and management of investments at various banks and financial institutions. Now I have changed sides and can provide you with competent advice on topics relating to your finances and assets. As a wealth officer at ZWEI Wealth, I am officially certified and committed to the ZWEI Wealth Office Code.
Now you may be asking yourself: ZWEI Wealth!? Never heard of it!
In 2014, two guys (Prof. Dr. Klaus Wellershoff and Patrick Müller) had a good idea and wanted to revolutionize the financial industry with it.
The story sounds simple:
You have assets, your asset manager manages them for you.
But how do you find the right offer? ZWEI Wealth offers you a marketplace.
There are over 400 banks and asset managers here. They apply for your portfolio. ZWEI supports you in finding out which offer is the right one for you and your goals. And optimizes it continuously.
And so we developed the Wealth Office together. Our motto: We ensure more transparency and competition in asset investments. And we advise you comprehensively on questions relating to your assets.
Are you interested in finding out more? I look forward to hearing from you!
Qualifications
Relevant Diplomas
Eidg. dipl. Finanzanalytiker und Vermögensverwalter, 2017
Certified ESG-Analyst (EFFAS), 2021
Certified Crypto Finance Expert (CCFE), 2022
Language(s) in counseling
Deutsch
Französisch
Italienisch
Englisch
Topics:
Invest money
Second opinion
Financial Planning
Invest vested benefits funds
Second opinion on retirement plan
Financial independence
Assess the overall financial situation
Pillar 3a
Receive a pension or capital
Pension fund buy-in, is it worthwhile?
Buy a home
Homeownership in retirement age
Budget plan after retirement
Create a budget plan
Real estate as a pension
Optimize tax burden after retirement
Pension situation
Early retirement, is it possible?
Real estate as an investment object
Advance directive and living will
Affordability as a widow

Evaluation
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