Theo Gerber has not entered any text yet.

Are you unfamiliar with the Swiss financial and retirement system and looking for a Swiss-based advisor with both local and international expertise? O ...

Are you unfamiliar with the Swiss financial and retirement system and looking for a Swiss-based advisor with both local and international expertise? Or do you have assets and income streams across multiple jurisdictions and need holistic financial guidance?

As a Chartered Financial Analyst and Swiss & US financial planner, I have had the privilege of supporting numerous clients on their financial journey. Having lived in the United States for over 10 years, I understand the complexities of managing wealth across borders.

In Switzerland, most financial advisors work for or closely with banks and insurance companies, limiting their independence. At STUZZ, we work exclusively for you—as fee-only, independent advisors with a single objective: acting in your best interest.

About Us
I co-founded STUZZ with Reto Rauschenberger, and we both bring over 30 years of investment experience in both Swiss and international markets. Beyond financial advice, we are passionate about financial education. You can find us on Spotify, YouTube, Instagram, and Facebook, where we regularly discuss current financial topics. While our social media content is in Swiss-German, we offer workshops, financial coaching, and advisory services in English as well.

Please do not hesitate to contact us for a free initial consultation, virtually or in our office in the heart of Zurich. We look forward to hearing from you. Show less

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

As an investor and asset manager with a long-standing customer base, I know all the risks and opportunities. Independent banking and pension solutions ...

As an investor and asset manager with a long-standing customer base, I know all the risks and opportunities. Independent banking and pension solutions with fair conditions are of great importance. Show less

About me: As a wealth planner at Swiss Life Wealth Managers, I have been supporting wealthy private individuals on their way to a self-determined li ...

About me:

As a wealth planner at Swiss Life Wealth Managers, I have been supporting wealthy private individuals on their way to a self-determined life full of financial confidence since 2023.

Before that, I worked for Zürcher Kantonalbank and VZ VermögensZentrum for a total of almost eight years.

My career began at Zürcher Kantonalbank, where I was able to gain valuable insights into the financial industry and its complex processes. This experience enabled me to lay a solid foundation in the financial world.

I then decided to further deepen my specialist knowledge and moved to VZ VermögensZentrum. There I completed my training as a financial advisor and planner and was able to further develop my skills in financial planning. At the same time, I completed my degree in business administration at the AKAD higher technical college, which I successfully completed.

What is important to you when working with customers?

When working with customers, I place great value on trust, transparency and long-termism. What I mean specifically by this is that it is very important to me that my customers understand and can comprehend the sometimes very complex relationships and topics that we discuss together. At the end of a conversation or when a decision is made, there should be no questions left unanswered. The decisive factor here is not that customers have extensive financial knowledge, but that we create a basis of trust together on which our cooperation and communication can build.

What do customers value about your work?

Customers praise my ability to explain complex financial topics in an understandable way. This helps them enormously in making well-founded decisions. With over eight years of practical experience in the financial sector and a degree, I bring extensive knowledge and expertise, particularly in the area of retirement planning. My openness, patience and inner calm help me a lot in empathizing with my customers.

Why did you decide to expand your expertise in the area of asset management/financial advice?

I became aware at a young age of the great and, above all, positive influence that financial literacy has on quality of life. This realization prompted me to first develop my expertise in the area of asset management and financial advice through training and then through a degree course. In my everyday working life, I am able to pursue an activity with which I can make a significant contribution to the quality of life of my customers and make a real difference. This fulfills me, is fun and motivates me every day.

Show less

Graduate financial planner from Zurich. Half English and half Swiss, grew up in the canton of Schwyz. I worked in the financial industry in Zurich for ...

Graduate financial planner from Zurich. Half English and half Swiss, grew up in the canton of Schwyz. I worked in the financial industry in Zurich for 12 years and became self-employed 4 years ago. I am passionate about investing and pension planning. Independent advice is very important to me. My vision is to eradicate poverty in old age in Switzerland. :-) Show less

My focus is on accompanying customers through different phases of life - and doing so with a holistic approach. Because financial decisions are more t ...

My focus is on accompanying customers through different phases of life - and doing so with a holistic approach. Because financial decisions are more than just numbers. They reflect individual life stories.

For me, holistic financial advice means the following:

1. Individual advice: Individual advice tailored to your life situation is a prerequisite.

2. Your personal situation: I take the time to analyze your individual situation and focus on your needs and goals.

3. Long-term partnership: My goal is to be by your side not only today, but also in the future, in order to continuously achieve your financial goals.

4. Versatile team of experts: If necessary, I will bring in experts from the areas of taxes, succession planning and pension arrangements.

Arrange a non-binding initial consultation to discuss your personal situation. I look forward to hearing from you. Show less