Knut Giersch

City Genève

Selbstständig

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Comprehensive financial, asset and pension advice

30 years of experience in financial and pension planning in various financial institutions such as UBS (Geneva and Zurich), Bank Pictet & Cie (Geneva), BCV (Lausanne) and Bank LombardOdier & Cie in Geneva. Former member of the board of trustees of the pension funds of Bank LombardOdier & Cie. Our company Abeloo AG is one of the very few financial institutions in Switzerland that is approved by FINMA (Asset Management Division & Insurance Division) both as an asset manager (private assets, pension assets and collective investments) and as a non-tied insurance advisor.

Qualifications

Relevant Diplomas

  • TestedMaster of Arts HSG, 1994

Entry in the FIDLEG advisor register

  • ARIF, ID   43515

Language(s) in counseling

  • Deutsch

  • Englisch

  • Französisch

Relevant memberships

  • FINMA unterstellt

Topics:

Financial independence

Receive a pension or capital

Invest vested benefits funds

Assess the overall financial situation

Budget plan after retirement

Save taxes in retirement

Financial Planning

Invest money

Buy a home

Pension situation

Early retirement, is it possible?

Pension fund buy-in, is it worthwhile?

Pillar 3a

Create a budget plan

Partner protection

Homeownership in retirement age

Budget plan after divorce

Who inherits how much?

Settle an inheritance

Tax optimization

Donate an inheritance

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Real estate as a pension

Affordability as a widow

Sell a property

Major purchase

Advance directive and living will

Insure against disability and death

Optimize insurance policies

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