Every day is a special day; I have been working in the financial sector for over 17 years and experience every day as a successful day. No matter how ...

Every day is a special day; I have been working in the financial sector for over 17 years and experience every day as a successful day. No matter how it turns out, the important thing is that you keep learning new things and can pass on your diverse know-how to your customers. I would be happy to move mountains for you. Show less

Marvin Dürst has not entered any text yet.

My passion has been daily contact with my customers for over 30 years. I am at your side with heart and commitment and do everything I can to ensure t ...

My passion has been daily contact with my customers for over 30 years. I am at your side with heart and commitment and do everything I can to ensure that we achieve your goal together.

In short:
Married since 2007, 2 children, born on May 22, 1978, originally from Appenzellerland, now living in Samstagern

At LLB AG:
In Private Banking Rapperswil since 2018

How and where do I like to relax?
On an exciting hike with my family

What is important to me when working with customers?
Building a long-term, trusting working relationship with customers through honesty and commitment. Show less

Accounting experience since 1990 / Trustee since 01.1995 - since 09.97 with professional certificate - Financial advisor since 2004, since 2023 with V ...

Accounting experience since 1990 / Trustee since 01.1995 - since 09.97 with professional certificate - Financial advisor since 2004, since 2023 with VBV diploma, NLP practitioner with Marc Galal 01.2023
Hobbies: Sports in general (jogging, hiking) and floorball (referee / fun team) Show less

As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 ...

As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 years of professional experience, I am happy to help you find the best solution. Show less

Vithursan Bala has not entered any text yet.

I am committed, responsible and reliable. I have strong organizational and analytical skills, am flexible and resilient, and work precisely and effici ...

I am committed, responsible and reliable. I have strong organizational and analytical skills, am flexible and resilient, and work precisely and efficiently.
I have been working in the financial services industry since 1990 (major bank and regional bank, insurance). I have very in-depth knowledge in the areas of pensions, investments and financing. As a real estate agent, I was able to acquire the necessary skills in my last job. As an independent financial expert, I advise my customers in a results- and needs-oriented manner. Show less

During my professional career so far, I have been able to develop a wide range of knowledge and skills in banking. Starting with my training as a bank ...

During my professional career so far, I have been able to develop a wide range of knowledge and skills in banking. Starting with my training as a banker, I gained a solid understanding of the various aspects of banking. In my role as a customer advisor for companies, I have been able to continuously expand my expertise in the areas of financing, lending and investment advice. I have successfully supported start-up companies in the implementation of their business plans and helped them make the right financial decisions to promote their growth.

My passion for the field of banking lies not only in the financial industry itself, but also in the opportunity to help customers achieve their financial goals. I value the importance of trust and integrity in the customer relationship and am always committed to offering the best possible solutions that meet the individual needs and goals of my customers. Show less

Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and certified financial planner More than 20 years of experience i ...

Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and certified financial planner

More than 20 years of experience in private banking and wealth management, including as a financial planner for Swiss clients

Founder of the website myprivatebanker.io and author of "My Private Banker" - a guide to independent asset management for private investors

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Always in view: Taxes / assets / capital market / pensions / inheritance / Marriage & inheritance law / real estate / financing / investments Bruno L ...

Always in view:
Taxes / assets / capital market / pensions / inheritance /
Marriage & inheritance law / real estate / financing / investments

Bruno Litvic, federal financial planner and qualified pension, financial and fund advisor, worked for ten years in asset management, fund and insurance management and as a sales manager for Rentenanstalt / Banca del Gottardo and PAX, among others. Tax planning and banking/insurance structures have always been part of his tasks at various stations. Since 2001 he has successfully applied this knowledge to Conseillers Suisse. Show less

I therefore have almost 30 years of experience in advising Swiss private clients. My focus is on investments, including tax considerations and pension ...

I therefore have almost 30 years of experience in advising Swiss private clients. My focus is on investments, including tax considerations and pension issues. It is particularly important to me to formulate the sometimes complex relationships in a simple and understandable way and to communicate on an equal footing at all times.

I am also happy to provide input on mortgages and real estate. Show less