There for you. 100% independent. Honesty, mutual trust and reliability are the be-all and end-all in every relationship. Even in a business relations ...

There for you. 100% independent.

Honesty, mutual trust and reliability are the be-all and end-all in every relationship. Even in a business relationship.

As the founder and Chief Investment Officer (CIO) of Prospera-Invest, I have devoted myself wholeheartedly to the investment business. Prospera-Invest emerged from my own family office.

Why is this important to you?

This means that I invest your money depending on your personal needs, just like my own and that of my family. Your and my interests are therefore automatically aligned and it is therefore a matter of course for us that we do not sell financial products or receive any other donations from third parties.

In addition to our independence, we also stand out from our competitors in terms of our investment approach. This is very flexible and is based on a purely data-driven and rule-based investment and risk management strategy. This enables us to take advantage of opportunities in any market situation and to manage risks appropriately.

If you would also like to benefit from our services, then just contact me for an initial, non-binding discussion.

I would be delighted to meet you personally!

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My experience:

My knowledge and experience are based on over 15 years of financial market experience as a private investor, trader and employee in the financial industry. My professional career has taken me, among other things, to the major Swiss bank Credit Suisse, where I worked in private banking and in the trading department for options and derivatives. After successfully co-founding a startup, I was most recently responsible for supporting Swiss banks in the ETF and index investment area at the asset management company BlackRock. I also have a master's degree in accounting and finance from the University of St. Gallen and am a Chartered Financial Analyst (CFA) designation. Show less

I have been dealing with the issues of retirement and succession planning for many years. That is why I can support my customers very well. Thanks to ...

I have been dealing with the issues of retirement and succession planning for many years. That is why I can support my customers very well. Thanks to my extensive experience, I am familiar with many different topics related to financial planning.

My goal is to accompany and support my customers through all phases of life.

That is why I would be delighted to be your pension coach.

You can find out more about me in the attached YouTube video or in my bench talks with exciting guests. 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

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