With a background in finance, my career journey has traversed diverse industries, from luxury and private equity to entrepreneurship. I hold a Master’s degree in finance and have co-founded a sustainable business in Zug, Switzerland. This varied experience enriches my approach to wealth management, allowing me to blend personal and professional insights to deliver exceptional financial planning and investment strategies.
Currently, as a Wealth Manager at Private Client Consultancy Switzerland, I specialize in crafting comprehensive financial strategies tailored to each client’s unique goals, risk tolerance, and life circumstances. My holistic approach leverages a wide array of financial instruments to optimize portfolios, aiming to maximize returns while minimizing risk. Fluent in French, English, and German, I excel in building strong, trust-based relationships with a diverse clientele.
Situated in the German-speaking region of Switzerland, I adeptly guide both local and international clients through financial opportunities. Outside of my professional endeavors, I am passionate about continuous learning, investing, entrepreneurship, travelling, running and above all spending quality time with friends and family. These interests keep me inspired and open to new perspectives, ensuring that I consistently deliver top-tier service, always prioritizing my clients’ needs.