City Bern

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"With passion and expertise, I will work with you to create financial success stories - your personal path to tailor-made solutions and sustainable growth."

My customers are my focus, and I am proud to bring my passion for first-class service to every aspect of my professional activities. This customer-centric philosophy is at the heart of my professional identity and drives me to always develop individual and tailor-made solutions.

With over 30 years of experience in the financial sector, I bring a wide range of expertise. I have currently been working as Vice Director and Senior Customer Advisor at LEGATO Vermögensmanagement AG in Bern since October 2021.

Before that, I honed my skills as a Senior Relationship Manager (Director) at a major bank, where I worked on the entrepreneur desk and had a clear focus on the medical industry. This role further deepened my expertise in supporting entrepreneurs and executives. My professional path is characterized by a continuous pursuit of further training and customer-oriented innovation.

With a deeply rooted service orientation, I have continuously expanded my expertise in the financial sector and look forward to working for my customers in the future!

Qualifications

Relevant Diplomas

  • TestedCertified Board Member - Rochester-Bern Executive Programs, 2023

  • TestedFoundation Board Expertise - Rochester-Bern Executive Programs, 2023

  • TestedFinanzplanerin mit eidg. Fachausweis, 2006

Language(s) in counseling

  • Deutsch

Relevant memberships

  • Verband Schweizerischer Vermögensverwalter VSV

  • FINMA unterstellt

Topics:

Financial Planning

Invest money

Receive a pension or capital

Pension fund buy-in, is it worthwhile?

Save taxes in retirement

Settle an inheritance

Donate an inheritance

Second opinion

Second opinion on retirement plan

Advance on inheritance

Invest vested benefits funds

Financial independence

Assess the overall financial situation

Evaluation

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