As a Senior Wealth Planner at Swiss Life Wealth Managers, I have been advising clients on retirement planning since May 2024. Overall, I have over 20 ...

As a Senior Wealth Planner at Swiss Life Wealth Managers, I have been advising clients on retirement planning since May 2024.

Overall, I have over 20 years of experience in the financial services industry: Before I joined Swiss Life Wealth Managers, I worked in various, partly managerial positions at Credit Suisse, the Raiffeisen Group and Acrevis Bank.

I studied at the Zurich University of Applied Sciences and Arts and the Lucerne University of Applied Sciences and Arts and am a financial planner with a federal professional certificate. I also have various certificates, such as Certified Financial Planner (CFP) and Individual Client Advisor.

What is important to you when working with clients?

For me, reliability and attitude are integral components of a sustainable relationship with the client. They are the key to trusting, transparent and responsible cooperation and create the basis for long-term, stable relationships. The situation of every client is unique. That's why I focus on holistic and independent advice when working with them.

What do customers value about your work?

I have over 20 years of experience in the financial services industry - years in which I have developed a deep understanding of the specific needs and goals of different types of customers and in which I have been able to build up broad, practical and proven expertise. In addition to my many years of expertise, my customers value my empathy and openness. I take the time it takes to understand individual needs, goals and risk profiles.

Why did you decide to expand your expertise in the area of asset management/financial advice?

Many people underestimate the complexity and long-term impact of financial decisions that affect their future. Others are aware of the complexity but have concerns and fears about even tackling the topic. My goal is to help my customers achieve their financial goals and give them security for their retirement. Early and strategic planning makes it possible to build wealth sustainably and minimize risks so that the standard of living is maintained even in retirement. I find it very fulfilling to accompany my customers on this important path. I see myself as a reliable partner at my customers' side.

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Are you looking for an uncomplicated and trustworthy partner in the world of finance? Then you have come to the right place! For over 15 years I have ...

Are you looking for an uncomplicated and trustworthy partner in the world of finance? Then you have come to the right place!
For over 15 years I have been able to advise, support and show my customers solutions. As a financial planner with a federal professional certificate, I can advise you comprehensively. The focus is on you as the customer with your goals and wishes. We look for the solutions you need in a neutral and independent way. With enthusiasm, sincerity and perfection. See for yourself and let's meet. I look forward to meeting you. Show less

With over 12 years of experience, I dedicate myself to the dreams and wishes of my clients. My experience is the key to your sustainable added value. ...

With over 12 years of experience, I dedicate myself to the dreams and wishes of my clients. My experience is the key to your sustainable added value. What are your personal wishes, dreams and goals? I look forward to creating your individual "life plan" with you and accompanying you step by step to the realization of your dreams.

I advise you with passion and commitment to find solutions that are perfectly tailored to your needs. Since I am not tied to a bank or insurance company, I can evaluate the best partner for your needs with you.

Together we will shape your financial future so that you can devote yourself to your dreams without worry. Show less

I have been active as co-founder and managing partner of HYPOHAUS for more than 5 years. At HYPOHAUS, we provide our customers with comprehensive advi ...

I have been active as co-founder and managing partner of HYPOHAUS for more than 5 years. At HYPOHAUS, we provide our customers with comprehensive advice on mortgages and homes and look for the best offers from a selection of over 50 providers. Free of charge and without obligation.

I have over 15 years of experience in the financial sector and have worked for many years at UBS in various customer advisory positions. Our HYPOHAUS headquarters are in St. Gallen and we have an office in Zurich. Our customers come from all over Switzerland. Together with our banks, we already manage a portfolio of more than 1 billion Swiss francs in mortgages for our customers.

I would be very pleased if you would contact me. With our free service, you have little to lose.

See you soon,
Yours, Claudio Näf Show less

- Private client advice on investment and financing topics - Creation of asset concepts (building wealth, optimizing assets, securing income after ret ...

- Private client advice on investment and financing topics
- Creation of asset concepts (building wealth, optimizing assets, securing income after retirement)
- Support throughout the phases of life in financial matters Show less

Daniele Larocca has not entered any text yet.

Good things happen when people can invest freely according to their life plans and values. Opportunities open up and become reality. But for this to h ...

Good things happen when people can invest freely according to their life plans and values. Opportunities open up and become reality. But for this to happen, investors must be able to freely compare and choose between all offers and providers. That is what I am committed to.

As a former portfolio manager and research analyst as well as a TV expert, I have gained valuable experience in the selection and management of investments at various banks and financial institutions. Now I have changed sides and can provide you with competent advice on topics relating to your finances and assets. As a wealth officer at ZWEI Wealth, I am officially certified and committed to the ZWEI Wealth Office Code.

Now you may be asking yourself: ZWEI Wealth!? Never heard of it!

In 2014, two guys (Prof. Dr. Klaus Wellershoff and Patrick Müller) had a good idea and wanted to revolutionize the financial industry with it.

The story sounds simple:
You have assets, your asset manager manages them for you.

But how do you find the right offer? ZWEI Wealth offers you a marketplace.

There are over 400 banks and asset managers here. They apply for your portfolio. ZWEI supports you in finding out which offer is the right one for you and your goals. And optimizes it continuously.

And so we developed the Wealth Office together. Our motto: We ensure more transparency and competition in asset investments. And we advise you comprehensively on questions relating to your assets.

Are you interested in finding out more? I look forward to hearing from you!

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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

Fabio Rupper has not entered any text yet.

Over the course of life, every person undergoes changes, whether in personal relationships or in the professional environment. Suddenly new needs aris ...

Over the course of life, every person undergoes changes, whether in personal relationships or in the professional environment. Suddenly new needs arise and you enter a new phase of life. For me, the focus of my advice is the individual personality of each individual. Only when we meet on an equal footing and I understand your wishes and goals can I offer you optimal advice.

I offer comprehensive analysis and advice, whereby you as a customer benefit from lifelong support in all insurance, financial and tax matters. It is important to me not only to offer you occasional support, but to be a long-term partner on your financial journey. Let us develop the best strategies together to achieve your individual goals.

I look forward to getting to know you personally and accompanying you on your financial journey.

Best regards,
Petra Germann
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