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

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

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

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

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