City Winterthur

Winterthur Consulting Group AG

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Democratization of investments & revolution of stock savings!

Welcome to my profile. My name is Rolf Gloor, co-founder and managing director of Winterthur Consulting Group AG. With my in-depth training in banking & finance, I have dedicated myself to the democratization of investments and the revolution of share savings.

We have been offering first-class financial advice at Volkarthaus since 2007. During this time, we have continued to develop and have successfully mastered the growing demands.

Mutual trust, time and listening are key values.

personal & individual
Wealth management and investment advice are based on a personal foundation.

We adapt our solutions to you individually.

independent & customer-oriented
Independent decision-making bases are the most important thing, for you and for us.

Your needs and goals serve as a point of reference for us.

manageable & consistent
As a financial boutique, we maintain a manageable customer base and know our customers personally.

Our customers value the long-standing and consistent relationship with our company.

As an asset manager operating in Switzerland, we are licensed by the Swiss Financial Markets Supervisory Authority FINMA.

I look forward to getting to know you personally and shaping your financial future together with you.

Qualifications

Relevant Diplomas

  • TestedMAS ZFH in Financial Markets Compliance, 2021

  • TestedMAS ZFH in Banking & Finance, 2018

Language(s) in counseling

  • Französisch

  • Englisch

  • Italienisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

Topics:

Invest money

Invest vested benefits funds

Financial Planning

Real estate as an investment object

Sell a property

Buy a home

Real estate as a pension

Tax optimization

Donate an inheritance

Pillar 3a

Assess the overall financial situation

Receive a pension or capital

Early retirement, is it possible?

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

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Affordability as a widow

Finance a holiday home

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death

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