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
More than 25 years of professional experience in the finance and insurance sector
Functions: Management, customer service as a financial planner and ...
More than 25 years of professional experience in the finance and insurance sector
Functions: Management, customer service as a financial planner and investment and credit specialist at major banks
- Many years of experience in the areas of insurance and financial services
- Further training as a financial planner with a federal professional cert ...
- Many years of experience in the areas of insurance and financial services
- Further training as a financial planner with a federal professional certificate
- Analytical thinking, competent, efficient, structured, resilient, solution-oriented, loyal, discreet 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
There for you. 100% independent.
Honesty, mutual trust and reliability are the be-all and end-all in every relationship. Even in a business relations ...
There for you. 100% independent.
Honesty, mutual trust and reliability are the be-all and end-all in every relationship. Even in a business relationship.
As the founder and Chief Investment Officer (CIO) of Prospera-Invest, I have devoted myself wholeheartedly to the investment business. Prospera-Invest emerged from my own family office.
Why is this important to you?
This means that I invest your money depending on your personal needs, just like my own and that of my family. Your and my interests are therefore automatically aligned and it is therefore a matter of course for us that we do not sell financial products or receive any other donations from third parties.
In addition to our independence, we also stand out from our competitors in terms of our investment approach. This is very flexible and is based on a purely data-driven and rule-based investment and risk management strategy. This enables us to take advantage of opportunities in any market situation and to manage risks appropriately.
If you would also like to benefit from our services, then just contact me for an initial, non-binding discussion.
I would be delighted to meet you personally!
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My experience:
My knowledge and experience are based on over 15 years of financial market experience as a private investor, trader and employee in the financial industry. My professional career has taken me, among other things, to the major Swiss bank Credit Suisse, where I worked in private banking and in the trading department for options and derivatives. After successfully co-founding a startup, I was most recently responsible for supporting Swiss banks in the ETF and index investment area at the asset management company BlackRock. I also have a master's degree in accounting and finance from the University of St. Gallen and am a Chartered Financial Analyst (CFA) designation. Show less
In my professional career, as a bank advisor, I was able to support and advise customers in various customer segments on a variety of issues. Be it in ...
In my professional career, as a bank advisor, I was able to support and advise customers in various customer segments on a variety of issues. Be it in the area of payments and savings, investments/mortgages or the topic of pension provision.
I have been working as a pension expert for almost 5 years. Show less
Studium Betriebs-/Volkswirtschaftslehre, Universität Bern
Married and father of three adult children,,Crossing Switzerland on foot and by bike,Wide range of topics from art
History and philosophy
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
I have been dealing with the issues of retirement and succession planning for many years. That is why I can support my customers very well. Thanks to ...
I have been dealing with the issues of retirement and succession planning for many years. That is why I can support my customers very well. Thanks to my extensive experience, I am familiar with many different topics related to financial planning.
My goal is to accompany and support my customers through all phases of life.
That is why I would be delighted to be your pension coach.
You can find out more about me in the attached YouTube video or in my bench talks with exciting guests. Show less
In my previous role as a financial advisor in a traditional model, I saw how advice was often more focused on selling products than on real customer n ...
In my previous role as a financial advisor in a traditional model, I saw how advice was often more focused on selling products than on real customer needs. Unfortunately, this often led to incorrect advice in which the interests of the customer took a back seat to those of the advisor. But there is another way! For this reason, after extensive preparation, Freund & Partner was created.
Freund & Partner is not just about selling financial products. We represent a new era in financial advice - one that is focused on complete independence, transparency and the well-being of our customers. Our primary goal is to minimize your financial costs and pave the way for you to have lifelong financial peace of mind. How do we do this? By covering all aspects of your finances - from insurance to taxes, savings plans, budgeting and investments. We ensure that every area is tailored to your goals.
I cordially invite you to an initial introductory meeting. In just 20 minutes, I will introduce you to Freund & Partner and our approaches. You will learn everything about how we can help you to keep your finances under control in the long term. Use the opportunity to ask all your questions and decide whether you want to go down this path with us. I look forward to meeting you! Show less
13 years ago I discovered the joy of helping people to expand their financial knowledge. This helps them to make the best decision for their own needs ...
13 years ago I discovered the joy of helping people to expand their financial knowledge. This helps them to make the best decision for their own needs. I get my daily motivation from the satisfaction of my customers, who recommend me to friends and family. Due to the closeness that arises with my customers, it is often natural to enter into a long-term partnership, which results in 360° advice in all phases of life. Practical, objectively targeted and economically sustainable solutions are my credo. 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
Fee-based consulting