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
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
Master in Finance and Investment, University of Edinburgh
Bachelor in Banking and Finance, Universität Zürich
Chartered Financial Analyst
Family and friends
Diverse interests and curiosity
Sporty
Keen to travel
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
My qualification as a certified financial advisor IAF was the starting signal for the founding of ch Finanzberatung GmbH.
In the summer of 2023, I ...
My qualification as a certified financial advisor IAF was the starting signal for the founding of ch Finanzberatung GmbH.
In the summer of 2023, I also successfully completed the examinations to become a financial planner with a federal professional certificate.
With my name, I stand by being able to offer my customers all services tailored to their personal needs in every life situation - completely individual and independent.
Contact me for a non-binding initial consultation. Show less
My name is Dominic Fritschi. I am 34 years young and have been with Schweizer Vermögensberatung for 4 years. I come from a family of bankers. My fath ...
My name is Dominic Fritschi. I am 34 years young and have been with Schweizer Vermögensberatung for 4 years. I come from a family of bankers. My father and mother have a combined total of around 70 years of professional experience. But since insurance is also a large part of our lives and budgets, it was important to me to combine banking and insurance.
As an independent financial advisor at the market-leading, independent entrepreneur SVAG Schweizer Vermögensberatung AG, I am not tied to a specific financial institution or product. This enables me to offer my clients a wide range of financial instruments that meet their individual needs.
I focus on understanding my clients' needs and developing tailor-made solutions that are tailored to their personal goals.
My way of working is transparent and I attach great importance to open and honest communication with my clients.
I work with the latest tools and technologies to provide my clients with the best possible advice and support. At the same time, I always strive to inform my clients about all steps and decisions in the advisory process.
I am convinced that successful financial planning is based on trust, empathy and professionalism. That is why I am personally committed to building a trusting relationship with my clients and meeting their financial needs in the best possible way.
I look forward to getting to know you and helping you achieve your financial goals.
Are you thinking about your retirement? And can't see the forest for the trees?
We would be happy to tackle your financial planning together, taking ...
Are you thinking about your retirement? And can't see the forest for the trees?
We would be happy to tackle your financial planning together, taking into account all pillars (AHV, PK/BVG/FZK and 3a/3b), mortgages, investments, taxes as well as current and future expenses.
This provides the necessary basis for decision-making! And we also talk about other important topics such as advance directives and wills.
See you soon... take the first step today: a call or email is enough. Show less
Expert for private and occupational pensions I Mortgages and home financing I Expert for financial and pension planning I Tax advice I Property and as ...
Expert for private and occupational pensions I Mortgages and home financing I Expert for financial and pension planning I Tax advice I Property and asset insurance I Financial investments I Health insurance and healthcare I Solutions for start-ups
https://www.linkedin.com/in/roger-cadonau-643362127/ Show less
I built my professional foundation over several years at an established Swiss financial services provider. While I was earning my consulting spurs, it ...
I built my professional foundation over several years at an established Swiss financial services provider. While I was earning my consulting spurs, it became clear to me that in such a "setup" the company's goals take priority over the customer's goals. As an experienced financial advisor, it is important to me to offer neutral and company-independent advice. This means that my customers sometimes save > CHF 10,000 in my financial planning by eliminating unnecessary product costs.
Let us evaluate your individual financial issues together in an initial consultation and define the appropriate measures based on evidence-based planning.
Yours, Vinzenz Perren
My specialization and focus:
- Financial and pension planning
- Pension provision (including tax optimization)
- Investment advice (including tax optimization)
- Home financing (new and refinancing)
- Living wills, advance directives, support agreements
- Marriage and inheritance contracts, wills
All services can also be offered to expats and their special needs.
I built my professional foundation over several years at an established Swiss financial services provider. While earning my advisor spurs, I had to realize that in such a "set-up", corporate goals take precedence over client goals. As an experienced financial advisor, it is important to me that I can offer neutral and company-independent advice. As a result, my clients sometimes save > CHF 10,000 in my financial planning by eliminating unnecessary product costs.
Let us evaluate your individual financial issues together during an initial consultation and define the appropriate measures based on evidence-based planning.
Your Vinzenz Perren
My specialization and focus:
- Financial and pension planning
- Pension provision (including tax optimization)
- Investment advice (including tax optimization)
- Home financing (new & refinancing)
- Living wills, advance directives, support agreements
- Marriage & inheritance contracts, wills
All services can also be provided for expats and their special needs. Show less
I help people to achieve their heart's desires and financial dreams by providing them with financial security and at the same time showing them how to ...
I help people to achieve their heart's desires and financial dreams by providing them with financial security and at the same time showing them how to build wealth efficiently.
Together we lay the foundation so that you can fulfill your dream of owning your own home. I also check your insurance situation so that you are protected if something really happens.
To ensure that you have added value in the areas of investment optimization, pension provision and property purchase, I will prepare a pension analysis, an investment plan or a financing proposal for you.
Working with me gives you the advantage that I can support you with banking and insurance issues. You can count on over 7 years of experience in the financial sector and for all the topics you have read about, I can provide you with personal proof that it works.
I can also support you with the following topics:
- Tax optimization
- Pension planning (decision on pension or capital)
- Health insurance optimization for you and your family
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
Board member of the DodoBahati Foundation for the Protection of the Last Wild Animals
Reading
Painting
Real estate often contains a large, if not sometimes the largest, share of assets. Do you want to sell and are you looking for a neutral and independe ...
Real estate often contains a large, if not sometimes the largest, share of assets. Do you want to sell and are you looking for a neutral and independent real estate agent with know-how, heart and experience?
HABERLE IMMOBILIEN GmbH is neutral, independent and well connected. An initial contact to get to know each other and to discuss your wishes and ideas is non-binding and of course free of charge. Just come to me, I'm happy to be there for you and your project.
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
