Margot Lorenz

City Zürich

Portas Capital AG

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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.

Qualifications

Relevant Diplomas

  • TestedBankbetriebswirtin (Bankakademie), 2000

  • TestedCertificate 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

Evaluation

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