Luca Quirino

City Zürich

(5 with 8 ratings)

Approach asset management in private banking in a structured and holistic manner.

My passion for over 5 years has been daily contact with my customers. My motivation is to provide you with the best possible experience with LLB as a strong partner. So that you can get to know me better, I have put together a few personal facts for you.

In short:
Engaged, born on October 26, 1993 and living in Zurich-Wipkingen

At LLB AG:
In private banking at LLB (Switzerland) AG in Zurich since 2024

What makes me laugh?
Moments of happiness, such as long evenings spent with family or friends having lots of conversations.

What excites me about my work?
Being able to accompany customers and their families in all phases of life and developing and implementing tailor-made asset solutions.

Qualifications

Relevant Diplomas

  • TestedMAS in Banking & Finance, 2023

  • TestedCertified Wealth Management Advisor CWMA, 2023

Language(s) in counseling

  • Englisch

  • Italienisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

Topics:

Assess the overall financial situation

Financial Planning

Invest money

Receive a pension or capital

Buy a home

Early retirement, is it possible?

Pillar 3a

Create a budget plan

Partner protection

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Budget plan after retirement

Save taxes in retirement

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

Finance a holiday home

Real estate as an investment object

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Advance directive and living will

Reviews (8)

G

Niklas D.

02.06.2025

Herr Quirino bietet eine sehr kundenzentrierte und proaktive Beratung an - stets massgeschneidert an den jeweiligen Bedürfnissen. Er ist ein sicherer Hafen in jeglichen Belangen rundum Finanzthemen und auch menschlich ein absolut feiner Kerl, welcher bei der Hypo- sowie Anlageberatung stets die Sic ...

G

Daniel D.

02.06.2025

Mit Luca an unserer Seite konnten wir den Traum vom Eigenheim Wirklichkeit werden lassen. Vom ersten Gespräch an war klar: Hier trifft fundiertes Fachwissen auf echtes Engagement. Seine Expertise im Bereich Hypotheken und Eigenheimfinanzierung (Fokus bei unsere Beratung) hat uns enorm weitergeholfe ...

G

Marco

02.06.2025

Ich hatte das grosse Glück, von Luca in Anlagefragen beraten zu werden – und ich bin rundum begeistert. Seine Beratung war nicht nur äusserst kompetent, sondern auch individuell auf meine Situation zugeschnitten. Luca nahm sich viel Zeit, um meine finanziellen Ziele, meine Risikobereitschaft und ...

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