I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes ...
I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes, goals and dreams, so that everyone can shape their own life the way they want.
In my environment, I am perceived as a cheerful and joyful person, with the ability to bring the right amount of understanding, depth, objectivity and humor at the right moment. Show less
Master in Finance and Investment, University of Edinburgh
Bachelor in Banking and Finance, Universität Zürich
Chartered Financial Analyst
Family and friends
Diverse interests and curiosity
Sporty
Keen to travel
I am a passionate asset manager and have been looking after private clients for almost 15 years. In order to be able to act independently, I founded H ...
I am a passionate asset manager and have been looking after private clients for almost 15 years. In order to be able to act independently, I founded Hochstrasser Vermögensverwaltung AG in 2022. As the sole owner of the company, I vouch for this with my name.
I am convinced that attractively valued shares in exceptional companies are the best long-term investment. Finding these inspires me every day.
I offer you two services:
First, I provide you with comprehensive advice on your financial and asset matters. The focus is on personal discussions. Together we will lay out your financial circumstances and develop an individual plan that is tailored to your needs. This is free of charge and I am happy to take plenty of time for you.
Secondly, I manage the assets entrusted to me on a mandate basis. To do this, I follow a clear investment process: By consistently implementing timeless investment principles and independent financial analysis, I generate attractive returns for my clients in the long term.
I consider it a matter of course that an asset manager transparently discloses all costs (see appendix) and his performance record (see website).
Contact me and we will arrange a non-binding and free initial consultation.
I would be delighted to meet you personally! Show less
My qualification as a certified financial advisor IAF was the starting signal for the founding of ch Finanzberatung GmbH.
In the summer of 2023, I ...
My qualification as a certified financial advisor IAF was the starting signal for the founding of ch Finanzberatung GmbH.
In the summer of 2023, I also successfully completed the examinations to become a financial planner with a federal professional certificate.
With my name, I stand by being able to offer my customers all services tailored to their personal needs in every life situation - completely individual and independent.
Contact me for a non-binding initial consultation. Show less
Are you thinking about your retirement? And can't see the forest for the trees?
We would be happy to tackle your financial planning together, taking ...
Are you thinking about your retirement? And can't see the forest for the trees?
We would be happy to tackle your financial planning together, taking into account all pillars (AHV, PK/BVG/FZK and 3a/3b), mortgages, investments, taxes as well as current and future expenses.
This provides the necessary basis for decision-making! And we also talk about other important topics such as advance directives and wills.
See you soon... take the first step today: a call or email is enough. Show less
I help people to achieve their heart's desires and financial dreams by providing them with financial security and at the same time showing them how to ...
I help people to achieve their heart's desires and financial dreams by providing them with financial security and at the same time showing them how to build wealth efficiently.
Together we lay the foundation so that you can fulfill your dream of owning your own home. I also check your insurance situation so that you are protected if something really happens.
To ensure that you have added value in the areas of investment optimization, pension provision and property purchase, I will prepare a pension analysis, an investment plan or a financing proposal for you.
Working with me gives you the advantage that I can support you with banking and insurance issues. You can count on over 7 years of experience in the financial sector and for all the topics you have read about, I can provide you with personal proof that it works.
I can also support you with the following topics:
- Tax optimization
- Pension planning (decision on pension or capital)
- Health insurance optimization for you and your family
My name is Dominic Fritschi. I am 34 years young and have been with Schweizer Vermögensberatung for 4 years. I come from a family of bankers. My fath ...
My name is Dominic Fritschi. I am 34 years young and have been with Schweizer Vermögensberatung for 4 years. I come from a family of bankers. My father and mother have a combined total of around 70 years of professional experience. But since insurance is also a large part of our lives and budgets, it was important to me to combine banking and insurance.
As an independent financial advisor at the market-leading, independent entrepreneur SVAG Schweizer Vermögensberatung AG, I am not tied to a specific financial institution or product. This enables me to offer my clients a wide range of financial instruments that meet their individual needs.
I focus on understanding my clients' needs and developing tailor-made solutions that are tailored to their personal goals.
My way of working is transparent and I attach great importance to open and honest communication with my clients.
I work with the latest tools and technologies to provide my clients with the best possible advice and support. At the same time, I always strive to inform my clients about all steps and decisions in the advisory process.
I am convinced that successful financial planning is based on trust, empathy and professionalism. That is why I am personally committed to building a trusting relationship with my clients and meeting their financial needs in the best possible way.
I look forward to getting to know you and helping you achieve your financial goals.
Detlefson AG was founded in 2002 and specializes in the management of private assets. We are a trustworthy and respected player in Switzerland. Our wo ...
Detlefson AG was founded in 2002 and specializes in the management of private assets. We are a trustworthy and respected player in Switzerland. Our work is based on personal and long-term relationships.
Detlefson AG is managed by the second generation, Matthias Dudler, who has been active in the financial markets for over 34 years and serves his clients in seven different languages. He studied at UC Berkeley and NYU and is an ambassador for SOS Children's Villages.
We manage the client assets entrusted to us in a way that is individually tailored to the needs and wishes of the clients. With office space on a country estate in a granary dating back to 1769, we provide our partners and clients with "old style Swiss private banking" in practice. Show less
As a financial planner with a federal qualification and 10 years of experience, I am happy to be at your disposal. I am direct, open and honest and at ...
As a financial planner with a federal qualification and 10 years of experience, I am happy to be at your disposal. I am direct, open and honest and attach great importance to putting the customer first. My expertise lies in the areas of insurance, finance, health insurance, wealth creation, pensions and company insurance. I will help you to create a tailor-made financial plan that meets your individual needs. Do not hesitate to contact me for more information. Show less
1. **Passions and hobbies**:
"I am a passionate hiker and enjoy discovering new routes. Nature gives me energy and inspires me. Football is also one ...
1. **Passions and hobbies**:
"I am a passionate hiker and enjoy discovering new routes. Nature gives me energy and inspires me. Football is also one of my passions."
2. **Values and beliefs**:
"Honesty and integrity are very important to me. I believe that you can achieve a lot with openness and respect."
3. **Skills and talents**:
"I have been playing football since I could walk and I owe certain characteristics to the sport."
4. **Goals and ambitions**:
"As a financial advisor, I support people to help them achieve their financial goals and build a better future."
5. **Empathy and listening**:
"I am a good listener and like to help people when they need advice or support."
6. **Humor and fun**:
"I love making people laugh with funny stories. Laughter is the best medicine for me." Show less
For over 20 years, I have been advising and supporting people in matters relating to retirement planning, wealth creation and growth, tax optimization ...
For over 20 years, I have been advising and supporting people in matters relating to retirement planning, wealth creation and growth, tax optimization, and mortgages.
While in-depth specialist knowledge is essential for presenting customized solutions, my primary focus is always on the individual. 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
Board member of the DodoBahati Foundation for the Protection of the Last Wild Animals
Reading
Painting
Real estate often contains a large, if not sometimes the largest, share of assets. Do you want to sell and are you looking for a neutral and independe ...
Real estate often contains a large, if not sometimes the largest, share of assets. Do you want to sell and are you looking for a neutral and independent real estate agent with know-how, heart and experience?
HABERLE IMMOBILIEN GmbH is neutral, independent and well connected. An initial contact to get to know each other and to discuss your wishes and ideas is non-binding and of course free of charge. Just come to me, I'm happy to be there for you and your project.
