After a traditional banking apprenticeship at Schwyzer Kantonalbank, I moved to Credit Suisse in Zurich in 2006. Since then, I've been working nonstop ...

After a traditional banking apprenticeship at Schwyzer Kantonalbank, I moved to Credit Suisse in Zurich in 2006. Since then, I've been working nonstop in the world of investments. I spent nine years as a portfolio manager at Credit Suisse, in various roles. Almost ten years as CIO, PM, and relationship manager at a family office. For over a year now, I've been with Wenzinger & Tschan Finanz AG. In this unique financial boutique, I serve as Deputy Managing Director, CIO (responsible for the direction of asset management), and client advisor, with a wide range of roles. In addition to asset management, we also offer fiduciary services (taxes, retirement planning, will services, advance directives, etc.), real estate, and family office services. Show less

The financial industry needs more fairness and completely independent advisors. Would you also like more satisfaction with your financial matters? I o ...

The financial industry needs more fairness and completely independent advisors. Would you also like more satisfaction with your financial matters? I offer you the best solution for your assets - thanks to completely independent advice!

Benefit from my more than 30 years of experience in the financial industry. My independent advice, free from third-party interests, brings you the greatest advantages. I would be happy to be available for a free initial consultation!

Education & experience
- Degree in economics and business administration at UNI ZH, including assistant work for 6 years
- Marketing Private Banking UBS including training as a press officer for 6 years
- Head of financial advice at a German private bank for 2 years
- Head of asset management and member of the bank management at Raiffeisenbank for 18 years
- Self-employed consulting since 2018
and partner in the expert network ZWEI Wealth Experts

Call me, email me or visit me in the ZWEI Wealth consulting office
at Obergasse 38 in Winterthur. Thank you very much! Show less

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

I have been gathering experience in the financial sector for you for more than 30 years, most recently as general agent for a leading Swiss insurance ...

I have been gathering experience in the financial sector for you for more than 30 years, most recently as general agent for a leading Swiss insurance company and before that at major and private banks. In my advisory work, I have already had the opportunity to hold well over 6,000 customer meetings. One principle has always been at the forefront: "Advise in the way you would like to be advised yourself."

I create individual pension and financial plans. I also support private and corporate customers as an insurance broker, optimize investment and mortgage solutions and check tax savings potential. Through other network partners, I can offer assistance in finding or selling real estate or ensure the legal regulation of important topics (wills, advance directives, etc.). The collaboration with over 60 financial service providers guarantees our customers independent and transparent advice. Personal consultations take place in the premises in the Circle at Zurich Airport or at the customer's home. Show less

Over the last 10 years I have been able to help countless people achieve their goals. The most important thing is to find out where they want to go a ...

Over the last 10 years I have been able to help countless people achieve their goals.
The most important thing is to find out where they want to go and to support them with my comprehensive knowledge so that they get where they want to go.
Mutual trust plays a big role for me here because only if we can rely on each other can planning work in the long term.
The best thing about the job is when we can find a comprehensive solution that not only suits you but also all future eventualities and, quite honestly, who doesn't like to save on taxes when it comes to something like that?
Finally, when we have done everything for you to make it work and then a stroke of fate does happen, you can be sure that a helping hand is there for you.

What you can expect.

1. A solid foundation.
2. Understanding your goals.
3. A tax-optimized solution.
4. Legally supported planning.
5. A partner who is there for her.
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Welcome to my profile. My name is Rolf Gloor, co-founder and managing director of Winterthur Consulting Group AG. With my in-depth training in banking ...

Welcome to my profile. My name is Rolf Gloor, co-founder and managing director of Winterthur Consulting Group AG. With my in-depth training in banking & finance, I have dedicated myself to the democratization of investments and the revolution of share savings.

We have been offering first-class financial advice at Volkarthaus since 2007. During this time, we have continued to develop and have successfully mastered the growing demands.

Mutual trust, time and listening are key values.

personal & individual
Wealth management and investment advice are based on a personal foundation.

We adapt our solutions to you individually.

independent & customer-oriented
Independent decision-making bases are the most important thing, for you and for us.

Your needs and goals serve as a point of reference for us.

manageable & consistent
As a financial boutique, we maintain a manageable customer base and know our customers personally.

Our customers value the long-standing and consistent relationship with our company.

As an asset manager operating in Switzerland, we are licensed by the Swiss Financial Markets Supervisory Authority FINMA.

I look forward to getting to know you personally and shaping your financial future together with you. Show less