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
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
I have been working in the insurance industry for around 18 years. Thanks to my many years of experience in insurance, pensions and finance, as well a ...
I have been working in the insurance industry for around 18 years. Thanks to my many years of experience in insurance, pensions and finance, as well as various further training courses, I can advise and support you personally and individually. The focus of my work is the customer and their needs. I look forward to hearing from you. Show less
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
I am committed, responsible and reliable. I have strong organizational and analytical skills, am flexible and resilient, and work precisely and effici ...
I am committed, responsible and reliable. I have strong organizational and analytical skills, am flexible and resilient, and work precisely and efficiently.
I have been working in the financial services industry since 1990 (major bank and regional bank, insurance). I have very in-depth knowledge in the areas of pensions, investments and financing. As a real estate agent, I was able to acquire the necessary skills in my last job. As an independent financial expert, I advise my customers in a results- and needs-oriented manner. 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
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
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
Master of Advanced Studies HSLU/FHZ in Private Banking & Wealth Management
Diploma of Advanced Studies HSLU/FHZ in Private Banking & Wealth Management
My passion has been daily contact with my customers for over 30 years. I am at your side with heart and commitment and do everything I can to ensure t ...
My passion has been daily contact with my customers for over 30 years. I am at your side with heart and commitment and do everything I can to ensure that we achieve your goal together.
In short:
Married since 2007, 2 children, born on May 22, 1978, originally from Appenzellerland, now living in Samstagern
At LLB AG:
In Private Banking Rapperswil since 2018
How and where do I like to relax?
On an exciting hike with my family
What is important to me when working with customers?
Building a long-term, trusting working relationship with customers through honesty and commitment. Show less
