
Margot Lorenz
Zürich
Portas Capital AG
(0 with 0 ratings)
Let your money work for you
I have been working in the banking and asset management business for more than 20 years and specialize in looking after wealthy families and charitable foundations.
I obtained my master's degree in banking management from the Frankfurt School of Finance & Management. I started my career in 1996 at Commerzbank in Germany. In 2005 I moved to Switzerland to work first for a major Swiss bank and then for a Swiss private bank.
My many years of expertise in private banking and my uncompromising focus on the needs of investors are highly valued by my clients.
I obtained my master's degree in banking management from the Frankfurt School of Finance & Management. I started my career in 1996 at Commerzbank in Germany. In 2005 I moved to Switzerland to work first for a major Swiss bank and then for a Swiss private bank.
My many years of expertise in private banking and my uncompromising focus on the needs of investors are highly valued by my clients.
Qualifications
Relevant Diplomas
Bankbetriebswirtin (Bankakademie), 2000
Certificate WMI Client Advisor - HNWI, 2007
Language(s) in counseling
Englisch
Deutsch
Relevant memberships
Verband Schweizerischer Vermögensverwalter VSV
FINMA unterstellt
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Budget plan after divorce
Second opinion
Financial independence

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