- upbeat and optimistic - solution-oriented in a straightforward manner - several years of experience in the financial sector - owner of valvida - fin ...

- upbeat and optimistic
- solution-oriented in a straightforward manner
- several years of experience in the financial sector
- owner of valvida - financial planning, insurance and real estate Show less

Raiffeisenbank employee AXA employee Pension advisor and financial advisor with federal professional certificate VBV / AFA examination expert Trainin ...

Raiffeisenbank employee
AXA employee
Pension advisor and financial advisor with federal professional certificate
VBV / AFA examination expert

Training: Financial planner with federal professional certificate / VSK qualified business specialist / IAF U&V qualified occupational pension advisor / CYP Swiss Banking Show less

The vision and goal of NEUTRALENVERSICHERUNGSBÜRO Lerjen&Grogg is to provide competent support to every person, every household and every company in ...

The vision and goal of NEUTRALENVERSICHERUNGSBÜRO Lerjen&Grogg is to provide competent support to every person, every household and every company in the areas of financial planning, real estate, investments, insurance, pensions and health insurance. We are committed to our customers and are available to you at any time for all financial questions. With NVB at your side, you have a qualified and reliable business partner in the financial sector who is on an equal footing. Show less

30 years of experience in financial and pension planning in various financial institutions such as UBS (Geneva and Zurich), Bank Pictet & Cie (Geneva) ...

30 years of experience in financial and pension planning in various financial institutions such as UBS (Geneva and Zurich), Bank Pictet & Cie (Geneva), BCV (Lausanne) and Bank LombardOdier & Cie in Geneva. Former member of the board of trustees of the pension funds of Bank LombardOdier & Cie. Our company Abeloo AG is one of the very few financial institutions in Switzerland that is approved by FINMA (Asset Management Division & Insurance Division) both as an asset manager (private assets, pension assets and collective investments) and as a non-tied insurance advisor. Show less

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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

After more than 25 years as an employee of large financial groups, I decided to go into business for myself. Why? The requirements for a financial ad ...

After more than 25 years as an employee of large financial groups, I decided to go into business for myself. Why?

The requirements for a financial advisor have changed significantly, as have the demands of customers. While I have always pursued a holistic consulting approach, the newly created independence offers me significant advantages and opportunities in integral consulting. I have always seen the opportunities that the symbiosis of banking and insurance advice and solutions offers for customers. The solution to this lies in independence from financial companies, which creates the space to concentrate on what is essential, namely the concerns of my clients. This creates the freedom to identify the best possible solutions on the entire market, to cover interfaces and, above all, to coordinate them. This creates a powerhouse that works efficiently and generates added value for our customers and their interests.
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Customers appreciate my open and helpful personality. For me, the person, his or her story and his or her needs are the most important thing. It is al ...

Customers appreciate my open and helpful personality. For me, the person, his or her story and his or her needs are the most important thing. It is also important to me that I understand the overall situation of the person I am dealing with.

As a financial and asset planner at Winnewisser Vermögensplanung, we tailor your financial strategy to your individual goals, needs and risk preferences. We help you to structure your assets and to fully exploit the existing potential. We advise you on the topics of retirement planning, securities investments, real estate and structuring mortgages. Show less

Since 2008, I have been giving my customers the skills to invest their assets independently, cost-effectively and, if necessary, sustainably, accordin ...

Since 2008, I have been giving my customers the skills to invest their assets independently, cost-effectively and, if necessary, sustainably, according to their actual needs. I accompany them for as long as they wish.

Compared to traditional investment advice, my customers increase their returns by an average of 0.7% per year, because I have no conflict of interest: I neither collect commissions from your investments, nor do I charge for expenses based on hours worked: my fee only corresponds to what you could save in unnecessary bank fees in a year thanks to my information.

You will receive all information, comparisons and calculations in writing, black on white.

My skills come from studies with degrees in economics, management and philosophy, as well as from several years of professional experience with banks at home and abroad.

The broad life experience, both with companies and with humanitarian organizations such as the ICRC and the Swiss Solidarity, forms a reliable basis for a trusting collaboration.

You can find detailed information at www.FAIRINVEST.info

I look forward to hearing from you, it is non-binding and free of charge.

Kind regards
Othmar Ulrich
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