I am Andy Grädel, Vice Director and dedicated customer advisor at Regiobank Männedorf, the smallest bank on Lake Zurich. In this responsible positio ...
I am Andy Grädel, Vice Director and dedicated customer advisor at Regiobank Männedorf, the smallest bank on Lake Zurich. In this responsible position since 2020, I bring you the essence of over 28 years of experience in banking, most recently as Relationship Manager at Zürcher Kantonalbank.
My passion? Finding the perfect balance between tradition and innovation in the financial world. Just as I cultivate the historical craft of carriage driving in my free time, I also navigate the modern financial landscape with precision and consideration. My mission is to achieve your financial goals with a calculated level of creativity and solid expertise.
I firmly believe that real success is rooted in personal support and understanding individual needs. Your financial future is as unique as you are - that's why I offer tailor-made solutions that are not just based on numbers, but also on a deep human connection.
Whether it's asset management, investment strategies or comprehensive financial planning - I'm at your side. With one eye for detail and the other for the big picture, I ensure that your investments bear fruit not only today, but also tomorrow.
My approach is simple: clear, transparent and always one step ahead. Because just like driving a carriage, financial advice is about choosing the right path and reaching your destination safely.
Call me and let's take the reins together and set off on the road to your financial success. 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
Do you want to increase your money, but don't have enough assets to get private banking advice? This can be done wonderfully digitally.
www.stuzz.ch
...
Do you want to increase your money, but don't have enough assets to get private banking advice? This can be done wonderfully digitally.
www.stuzz.ch
I studied banking and finance at the University of Zurich and completed my dissertation in the field of sustainability and portfolio management. I currently work as a corporate finance consultant. I have also been a lecturer in corporate finance for 30 years and I am also a financial investor in my private life. I would like to encourage you to invest your money successfully in the long term.
My main concern is to support you with the most important questions in the area of finance. For me, this includes budget planning, mortgages, pillar 3a, pension funds and of course investments. Among my colleagues, I have noticed that most of them only have a cash account and are reluctant to be active in the financial markets. No wonder - everything seems pretty complicated. But if you understand the basic principles and don't just "gamble", your assets can be steadily increased. So I'm looking forward to working together. Show less
Money alone does not make you happy - but it gives you freedom, security and the opportunity to realize your dreams. As a pension and asset advisor ...
Money alone does not make you happy - but it gives you freedom, security and the opportunity to realize your dreams. As a pension and asset advisor for young people, I help you to optimize your budget, build wealth, reduce debt and become financially independent. Together we will implement your financial goals - step by step, strategically and sustainably.
My path into the financial world began in a network trading company, where I not only gained valuable insights into the market, but also learned how crucial the right mindset is for success. This experience inspired me to find my true calling: to help young people develop a healthy relationship with money and be financially secure in the long term. That's why I joined Finanz Netz Consulting GmbH - as your partner for a successful financial future.
I am convinced that handling money wisely can improve your life in the long term. Let's work together to get your finances under control - for more freedom, fewer worries and a future that you determine yourself.
The cooperative business model of Bank Thalwil allows me as an advisor to provide fair and transparent advice.
Personally, it is very important to me ...
The cooperative business model of Bank Thalwil allows me as an advisor to provide fair and transparent advice.
Personally, it is very important to me that the solutions presented are translated from technical jargon into generally understandable language and are understood accordingly by the customers.
I can draw on comprehensive financial training, several years of consulting work and my experience as a speaker in adult education on the subject of finance.
With extensive experience in the hotel industry and a deep understanding of pension issues, I am at your side as a competent pension advisor. My speci ...
With extensive experience in the hotel industry and a deep understanding of pension issues, I am at your side as a competent pension advisor. My specialist knowledge of the hotel industry enables me to develop individual solutions that meet your needs and goals. Let's plan your future together and create financial security. Show less
My customers value me for my ability to show simple solutions to their wishes and goals. As an experienced financial planner, it is a matter close to ...
My customers value me for my ability to show simple solutions to their wishes and goals. As an experienced financial planner, it is a matter close to my heart to help you plan your assets. With my networked thinking and conservative planning strategy, I offer you solid and reliable support.
I understand from my own experience that buying a home is one of the biggest decisions in a person's life. My in-depth knowledge of the market makes me the ideal contact for customers who are interested in real estate financing.
As a financial planner, I calculate generous reserves and make cautious forecasts to ensure that you are prepared for every eventuality. My goal is to help you lead a self-determined life by helping you manage your assets.
I have been working in the banking and asset management business for more than 20 years and specialize in looking after wealthy families and charitabl ...
I have been working in the banking and asset management business for more than 20 years and specialize in looking after wealthy families and charitable foundations.
I obtained my master's degree in banking management from the Frankfurt School of Finance & Management. I started my career in 1996 at Commerzbank in Germany. In 2005 I moved to Switzerland to work first for a major Swiss bank and then for a Swiss private bank.
My many years of expertise in private banking and my uncompromising focus on the needs of investors are highly valued by my clients. Show less
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
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
Master of Advanced Studies HSLU/FHZ in Private Banking & Wealth Management
Diploma of Advanced Studies HSLU/FHZ in Private Banking & Wealth Management
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
