Markus Schmidig | Find a financial advisor

Markus Schmidig

City Affoltern a/Albis

Angestellt/Stv. Geschäftsleitung

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The real luxury lies in creating solutions that are as individual and tailor-made as our customers' wishes.

After a traditional banking apprenticeship at Schwyzer Kantonalbank, I moved to Credit Suisse in Zurich in 2006. Since then, I've been working nonstop in the world of investments. I spent nine years as a portfolio manager at Credit Suisse, in various roles. Almost ten years as CIO, PM, and relationship manager at a family office. For over a year now, I've been with Wenzinger & Tschan Finanz AG. In this unique financial boutique, I serve as Deputy Managing Director, CIO (responsible for the direction of asset management), and client advisor, with a wide range of roles. In addition to asset management, we also offer fiduciary services (taxes, retirement planning, will services, advance directives, etc.), real estate, and family office services.

Qualifications

Language(s) in counseling

Englisch
Deutsch

Relevant memberships

FINMA unterstellt

Topics:

Assess the overall financial situation

Invest money

Financial Planning

Receive a pension or capital

Buy a home

Early retirement, is it possible?

Pillar 3a

Partner protection

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Save taxes in retirement

Budget plan after divorce

Who inherits how much?

Settle an inheritance

Tax optimization

Donate an inheritance

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

Insure against disability and death

Crypto consulting