Every day is a special day; I have been working in the financial sector for over 17 years and experience every day as a successful day. No matter how ...

Every day is a special day; I have been working in the financial sector for over 17 years and experience every day as a successful day. No matter how it turns out, the important thing is that you keep learning new things and can pass on your diverse know-how to your customers. I would be happy to move mountains for you. Show less

Accounting experience since 1990 / Trustee since 01.1995 - since 09.97 with professional certificate - Financial advisor since 2004, since 2023 with V ...

Accounting experience since 1990 / Trustee since 01.1995 - since 09.97 with professional certificate - Financial advisor since 2004, since 2023 with VBV diploma, NLP practitioner with Marc Galal 01.2023
Hobbies: Sports in general (jogging, hiking) and floorball (referee / fun team) Show less

Marvin Dürst has not entered any text yet.

I can look back on 28 years in the insurance and financial planning industry and promise you that I will pursue your personal investments with the qua ...

I can look back on 28 years in the insurance and financial planning industry and promise you that I will pursue your personal investments with the quality that you deserve.
I have sufficient experience, especially in the areas of taxes, pension planning, marriage and inheritance contracts, pension planning, and all personal insurance, which will benefit you. I can also help you with the following topics: - cohabitation agreements, wills with or without legacies, provision for your beloved pet, living wills, help in finding new home financing.
In short, I am your partner for all things financial.
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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

Vithursan Bala has not entered any text yet.

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

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

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

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

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Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. I ...

Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. In doing so, I ensure that we reach a common understanding - the basis for long-term and successful cooperation.

What counts is you: your goals, your wishes and your questions. Where are you today and where do you want to go? Together we will find the optimal solution that is exactly right for you. This takes into account my values: holistic, mindful, progressive.

I look forward to learning more about you and your goals in a non-binding initial consultation. Show less