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
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
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
Married. Sports enthusiast and performance-oriented.
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
Experience makes you smart. And in my opinion, it makes the difference.
I have been working on the customer front in the Swiss banking environment f ...
Experience makes you smart. And in my opinion, it makes the difference.
I have been working on the customer front in the Swiss banking environment for over 25 years. At the beginning I was a stock specialist dealing with institutional customers, but over the course of my career I have expanded my spectrum in the private customer sector to include a holistic view and advice across all segments.
During this intensive period I experienced a lot and was able to offer my customers continuity and stability even in times of crisis. With my broad knowledge and understanding of the market, I can give you a look behind the headlines and help you to correctly assess the situation, especially in relation to possible financial consequences.
I would be happy to discuss your financial goals with you in person and work them out.
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
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
I have been making my experience in the field of investments available to private clients for over 30 years. As an investment specialist, I look after ...
I have been making my experience in the field of investments available to private clients for over 30 years. As an investment specialist, I look after your asset management mandate with passion or support you reliably, solution-oriented and straightforwardly with a portfolio analysis. Our costs are transparent and in line with the market.
Use our experience for your investments and benefit from a structured portfolio that is a pleasure both in uncertain times and in flourishing phases.
Contact me and we will arrange a free initial consultation. Show less
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
Always in view:
Taxes / assets / capital market / pensions / inheritance /
Marriage & inheritance law / real estate / financing / investments
Bruno L ...
Always in view:
Taxes / assets / capital market / pensions / inheritance /
Marriage & inheritance law / real estate / financing / investments
Bruno Litvic, federal financial planner and qualified pension, financial and fund advisor, worked for ten years in asset management, fund and insurance management and as a sales manager for Rentenanstalt / Banca del Gottardo and PAX, among others. Tax planning and banking/insurance structures have always been part of his tasks at various stations. Since 2001 he has successfully applied this knowledge to Conseillers Suisse. 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
Master of Advanced Studies FHNW in Banking and Finance
Promotion in Geisteswissenschaften an der Universität Zürich
Married
Two grown children and familiar with the issues of growing older
The loss of one's own parents and how to deal with one's own and inherited assets in a way that makes sense for oneself and one's children.
I take care of finances, projects and interpersonal issues when it comes to inheritance and bequeathing. I create clarity of goals and lead a dialogue ...
I take care of finances, projects and interpersonal issues when it comes to inheritance and bequeathing. I create clarity of goals and lead a dialogue between the generations. The result is a conflict-free transfer of assets and a sensible use of the inheritance.
My inheritance coaching is aimed at people who
- want security in financial planning for the transfer of their assets.
- want concrete support in practical questions about estate planning.
- need an experienced banker to organize their finances.
- want to align their own goals with the expectations of their descendants.
The inheritance coach supports you in
- finding a solution that makes sense for everyone involved.
- tapping into the unused potential of your assets for yourself and your heirs.
- coordinating with inheritance law specialists, tax experts, trustees, asset and property managers.
- after a death. Show less
Fee-based consulting
