Aylin Gürer | Find a financial advisor

Aylin Gürer

City Basel

Tareno AG

(5 with 2 ratings)

Contact

Address

Website

Gartenstrasse 56, 4052 Basel

Attachments

Bilanz Auszeichnung 2025

Vermögensverwalter der Jahres 2025

Vermögensverwalter des Jahres 2024

My greatest motivation is the relief and satisfaction of my clients. I am committed to their financial goals and ensure that they are always optimally positioned financially. I value a personalized, long-term relationship. Transparency, professionalism, and personalized advice are my top priorities.

I hold a Bachelor of Science and a Master of Science in Business and Economics with a focus on Finance from the University of Basel. I am also a certified asset manager (SAQ) and financial planner with a federal professional certificate. Before joining Tareno AG as a partner and asset manager in 2023, I worked as an account manager in the UHNWI (Ultra High Net Worth Individuals) Premium Clients division in Zurich. My responsibilities included supporting single-family offices and high-net-worth private clients.
I love spending time with family and friends in nature or immersing myself in exciting films. I enjoy discovering new cultures, devoting myself to painting, and am passionate about learning the art of playing the piano.

Qualifications

Relevant Diplomas

Certified Wealth Management Advisor CWMA, 2024
Finanzplanerin mit eidg. FA, 2024
Master of Science in Business and Economics (MSc), 2021

Language(s) in counseling

Englisch
Deutsch

Relevant memberships

Verband Schweizerischer Vermögensverwalter VSV
FINMA unterstellt

Topics:

Pension fund buy-in, is it worthwhile?

Create a budget plan

Pillar 3a

Financial Planning

Receive a pension or capital

Budget plan after divorce

Second opinion

Second opinion on retirement plan

Who inherits how much?

Affordability as a widow

Invest money

Invest vested benefits funds

Budget plan after retirement

Advance directive and living will

Financial independence

Pension situation

Assess the overall financial situation

Reviews (2)

(without first names)

19.03.2025

Ihre professionelle und vorausschauende Beratung gibt mir stets ein sicheres Gefühl. Sie nimmt sich Zeit für meine Anliegen, erklärt komplexe Themen verständlich und passt die Strategie flexibel an meine Bedürfnisse an. Klare Empfehlung für alle, die eine kompetente und vertrauenswürdige Betr ...

Vielen Dank für die kompetente und erfolgreiche Verwaltung meines Vermögens!