As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 ...
As a family man and financial planner, the topics of pension planning, financial planning, taxes and insurance are very important to me. With over 20 years of professional experience, I am happy to help you find the best solution. Show less
More than 25 years of professional experience in the finance and insurance sector
Functions: Management, customer service as a financial planner and ...
More than 25 years of professional experience in the finance and insurance sector
Functions: Management, customer service as a financial planner and investment and credit specialist at major banks
- Many years of experience in the areas of insurance and financial services
- Further training as a financial planner with a federal professional cert ...
- Many years of experience in the areas of insurance and financial services
- Further training as a financial planner with a federal professional certificate
- Analytical thinking, competent, efficient, structured, resilient, solution-oriented, loyal, discreet Show less
In my professional career, as a bank advisor, I was able to support and advise customers in various customer segments on a variety of issues. Be it in ...
In my professional career, as a bank advisor, I was able to support and advise customers in various customer segments on a variety of issues. Be it in the area of payments and savings, investments/mortgages or the topic of pension provision.
I have been working as a pension expert for almost 5 years. Show less
Studium Betriebs-/Volkswirtschaftslehre, Universität Bern
Married and father of three adult children,,Crossing Switzerland on foot and by bike,Wide range of topics from art
History and philosophy
Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and certified financial planner
More than 20 years of experience i ...
Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and certified financial planner
More than 20 years of experience in private banking and wealth management, including as a financial planner for Swiss clients
Founder of the website myprivatebanker.io and author of "My Private Banker" - a guide to independent asset management for private investors
During my professional career so far, I have been able to develop a wide range of knowledge and skills in banking. Starting with my training as a bank ...
During my professional career so far, I have been able to develop a wide range of knowledge and skills in banking. Starting with my training as a banker, I gained a solid understanding of the various aspects of banking. In my role as a customer advisor for companies, I have been able to continuously expand my expertise in the areas of financing, lending and investment advice. I have successfully supported start-up companies in the implementation of their business plans and helped them make the right financial decisions to promote their growth.
My passion for the field of banking lies not only in the financial industry itself, but also in the opportunity to help customers achieve their financial goals. I value the importance of trust and integrity in the customer relationship and am always committed to offering the best possible solutions that meet the individual needs and goals of my customers. 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. Show less
I therefore have almost 30 years of experience in advising Swiss private clients. My focus is on investments, including tax considerations and pension ...
I therefore have almost 30 years of experience in advising Swiss private clients. My focus is on investments, including tax considerations and pension issues. It is particularly important to me to formulate the sometimes complex relationships in a simple and understandable way and to communicate on an equal footing at all times.
I am also happy to provide input on mortgages and real estate. Show less
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
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
