With my networked, independent and trilingual advice, you will receive clear
decision-making bases. You will receive background information and option ...
With my networked, independent and trilingual advice, you will receive clear
decision-making bases. You will receive background information and options so that you can choose the solution that suits you best today and in the long term.
As a trained financial planner with a federal professional certificate, I have been working in the financial sector for over 15 years at banks, pension foundations and training providers. In various specialist and management positions, I was responsible for customer portfolios in private banking and was a financial planning and BVG pension expert.
Customers and business partners value me for my specialist knowledge and wealth of experience in the field of finance and pensions. My profile is rounded off by my multilingualism (D/F/E), my network in the financial world and my teaching skills. Show less
Would you like a truly professional investment solution with personal support like in private banking?
With me, you get tailor-made investment soluti ...
Would you like a truly professional investment solution with personal support like in private banking?
With me, you get tailor-made investment solutions that meet your financial goals exactly. With over 10 years of experience in international private banking, 20 years of investment expertise and a strong team in the background, I combine security and growth for your long-term success.
This is what you get from me:
1. Clear communication: Understandable advice for well-founded decisions.
2. Reliable expertise: Your assets are managed by an experienced team that focuses on security and stability.
3. Future-oriented strategies: Efficient asset management with fair fees and innovative approaches for higher returns.
Let us create a personal investment plan together, as we know it from international private banking. 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!
***
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
Hello and welcome to my profile :)
If you are looking for a real independent and international financial advisor, stop looking further: I am a Zurich ...
Hello and welcome to my profile :)
If you are looking for a real independent and international financial advisor, stop looking further: I am a Zurich based Certified Financial Planner (CFP™) who offers high-end financial planning. This means that I can advise you from a neutral perspective, completely independent from banks and provisions and therefore without any conflict of interest.
I gained my professional experience at a large Swiss insurer and also worked at an independent consulting boutique for academic professions in Zurich.
The specific benefits of my evidence-based advice:
- cost-effective investment solutions
- independent financial and pension planning
- insurance optimization (savings potential on average around 20% p.a.)
- tax-optimized pillars 3a and 3b
- attractive mortgage interest rates through neutral comparison
- well-founded advice on crypto assets and DeFi income strategies
- tax advice
I look forward to getting to know you in a non-binding initial consultation.
With my extensive knowledge of insurance, pensions, wealth creation and mortgages, I am here to help you achieve your financial goals. I have high sta ...
With my extensive knowledge of insurance, pensions, wealth creation and mortgages, I am here to help you achieve your financial goals. I have high standards because I have learned from the best and bring over 27 years of experience to help people like you maximize their financial security and plan for a worry-free future.
Many of us believe we have our financial planning under control, but important aspects are often overlooked. Planning early and considering all the details, from taxes and investments to inflation, is crucial to ensuring freedom and security in old age.
Comprehensive pension planning and retirement planning requires a detailed look at your individual situation. It's not just about when you want to retire, but also how you want to build and invest your wealth to achieve your goals. Different types of investments such as stocks, bonds or real estate play an important role.
As your personal financial planner, I am here to guide you through this complex process. Together we will develop a strategy tailored to your needs and help you make the right decisions for your financial future.
Start planning your future today so you can enjoy the fruits of your labor later. Let's work together to make sure your financial future is as bright as you want it to be. Show less
Financial advice Rubino is different: I am not a typical run-of-the-mill financial advisor who sells products. As an independent financial educator, I ...
Financial advice Rubino is different: I am not a typical run-of-the-mill financial advisor who sells products. As an independent financial educator, I help people achieve their financial goals twice as fast - without commissions and without conflicts of interest.
The problem:
Most people struggle with opaque finances, a lack of financial knowledge and poor advice (mostly unconsciously). This is how you lose time and money through wrong decisions and a lack of strategy.
The solution:
Instead of just treating symptoms, I tackle the root of the problem:
• Building real financial knowledge and awareness
• Developing a customized financial strategy that suits you
• Continuous support during implementation
The result:
• Achieving goals twice as quickly
• Maximum financial security
• Better quality of life through less financial stress
• 100% transparency and independence
The difference:
• No commissions - only honest advice on a fee basis
• Focus on education instead of selling products
• Holistic approach: combining wealth and well-being
• Proven results instead of empty promises for over 20 years in over 5,000 financial consultations Show less
In consulting for over 15 years, in insurance for over 10 years and as a self-employed and independent insurance broker and financial advisor for over ...
In consulting for over 15 years, in insurance for over 10 years and as a self-employed and independent insurance broker and financial advisor for over 5 years.
Over 1500 private customers and over 150 corporate customers.
>240 five-star Google reviews.
Official ETH AI Center insurance broker Show less
Bachelor of Science in Business Administration, Vertiefungsrichtung „Banking and Finance“
WRM-HSG Modul Kapitalmarktrecht & Nachfolgerecht
Lizenzierung Private Banking
,Family,Sport,Wine,Balance,
Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. I ...
Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. In doing so, I ensure that we reach a common understanding - the basis for long-term and successful cooperation.
What counts is you: your goals, your wishes and your questions. Where are you today and where do you want to go? Together we will find the optimal solution that is exactly right for you. This takes into account my values: holistic, mindful, progressive.
I look forward to learning more about you and your goals in a non-binding initial consultation. Show less
Certified Environmental, Social and Governance Analyst CESGA
Finanzplaner mit eidg. FA
CCFE Certified Crypto Finance Expert
Family man
Athlete & Connoisseur
Globetrotter
My name is Marco Eberle and my passion is to support people independently and free of conflicts of interest in their individual financial needs. With ...
My name is Marco Eberle and my passion is to support people independently and free of conflicts of interest in their individual financial needs. With over 20 years of experience in advising private and institutional clients, I know the challenges and wishes of my clients exactly.
In my career, I have provided wealthy private individuals and professional institutional clients with strategic and holistic advice on all investment and financial matters. I attach great importance to objectivity and transparency. My extensive further training - including a master's degree, a federal professional certificate in financial planning and a specialization in sustainable investments - makes me your competent and independent partner in all financial matters.
Let's tackle your goals together and without conflicts of interest. I look forward to getting to know you in a free initial consultation!
Find out more:
www.linkedin.com/in/marco-eberle-3b322280 Show less
For years, I've been helping people structure their finances independently and sustainably!
With the goal of creating long-term financial security and ...
For years, I've been helping people structure their finances independently and sustainably!
With the goal of creating long-term financial security and clarity. Show less
Dipl. Betriebswirtschafter HF mit Vertiefung Bankwirtschaft
Hello!
I am Davide Greco, customer advisor at Migros Bank in Bern. With over 17 years of experience in the financial sector, including more than 13 y ...
Hello!
I am Davide Greco, customer advisor at Migros Bank in Bern. With over 17 years of experience in the financial sector, including more than 13 years at Migros Bank, I am committed to supporting you with your financial concerns. I am happy to advise you on issues relating to investments, pensions and financing, among others.
I began my professional career at Swiss Life, where I specialized in pensions and mortgages. I have been working at Migros Bank since 2011 and advise our customers in the areas of mortgages, pensions, investments and pension planning. This many years of experience enables me to offer you well-founded and customized solutions.
At Migros Bank, we are proud to be accessible, tangible and committed - values that I live by every day in my work. My goal is to offer you personal and uncomplicated advice that is tailored to your individual needs. I offer consultations in German, Italian and French to ensure that you are comfortable and well informed in your preferred language.
In my free time, I enjoy spending time with my family and friends. I am a sports enthusiast and enjoy spending my free time skiing or on the football pitch. I am also fascinated by motorsports and I follow the races with great interest. These activities help me to leave everyday life behind and recharge my batteries. The balance between work and leisure means that I can always start my work with fresh energy and new perspectives, which enables me to offer you the best possible advice.
I look forward to getting to know you and working with you on your financial goals. Do not hesitate to contact me - I am always there for you! Show less
With over 25 years of experience, I dedicate myself to the dreams and wishes of my customers. My experience is the key to your added value. What are y ...
With over 25 years of experience, I dedicate myself to the dreams and wishes of my customers. My experience is the key to your added value. What are your desires and goals? I look forward to creating your individual "life plan" with you and accompanying you step by step to the realization of your dreams.
I advise you with passion and commitment to find solutions that are perfectly tailored to your needs. In my advice, you are the focus, not financial incentives. That is why I rely on a transparent and fair compensation structure.
Together we will shape your financial future so that you can devote yourself to your dreams without worry. Show less