|
|
|
|
|
|
|
|
|
Gender
|
Male
|
|
Height
|
180 cm
|
|
|
Date of birth
|
1970
|
|
Children
|
1
|
|
Country of birth
|
Switzerland
|
|
Marital status
|
Married
|
|
Nationality
|
Switzerland
|
|
Member of
|
FPVS Association of Financial Planners (www.fpvs.ch), SFPO Swiss Financial Planners Organization (www.sfpo.ch)
|
|
Headline
|
We serve you personally
|
|
Miscellaneous
|
Since 2002 expert examiner for financial planners.
|
|
Name
|
Die Vermögenskanzlei Ltd
|
|
Founded
|
2004
|
|
Country
|
Switzerland
|
|
Legal form
|
Limited company (AG)
|
|
Category
|
Swiss independent asset manager (no bank)
|
|
Employees
|
2
|
|
Supervisory
|
PolyReg General Self-Regulatory Organisation
|
|
Balance sheet
|
0 Bil. CHF
|
|
Website
|
www.vermoegenskanzlei.ch
|
|
AuM
|
0 Bil. CHF
|
|
Short profile
|
"Die Vermögenskanzlei Ltd." is a bank-independent and owner-operated asset management company, based in Zurich. Our service offering comprises of advisory services for private wealth management, retirement and financial planning. Private clients can profit from our decade-long expert knowledge in these matters. Amongst other things we are your trustworthy partner when it comes to the analysis of your deposit account, the retirement, mortgage and real estate planning.
We don't offer standard solutions but insist on individual consulting and individual services. Personal contact is key for us. If required we have access to an exclusive network of specialists.
|
|
|
|
Min. investment
|
200'000 CHF
|
|
Job title
|
Managing Partnerr
|
|
Languages
|
DE, EN, FR, HU
|
|
Joined institute
|
2004
|
|
Location
|
ZH / Zurich
|
|
Custodian banks
|
Credit Suisse, Swissquote Bank, upon customer preference, VP Bank (Switzerland) Ltd, Wegelin & Co. Private Bankers
|
|
|
|
Academic title
|
Executive Master of Financial Planning & Consulting
|
|
Career
|
2004 to date: Die Vermögenskanzlei Ltd as founding partner
2001-2003: International asset management company as director
1995-2001: Independent asset manager
1991-1994: Relationship manager with private finance company
|
|
Education
|
2000: Executive Master of Financial Planning & Consulting - University of Applied Sciences, St.Gallen
2000: Certified Financial Planner, CFP
1998: "Fit for Finance" - Swiss Institute of Banking & Finance/HSG
1998: "Investment consulting & portfolio management" - Swiss Institute of Banking & Finance/HSG
1997: "Ready for Derivatives" - Swiss Institute of Banking & Finance/HSG
|
|
|
|
Interests
|
economy, family, gym, jogging, wine, winter sports
|
|
|
|
Telephone
|
+41 44 251 02 00
|
|
E-mail
|
|
|
Mobile phone
|
+41 79 406 87 76
|
|
Messenger
|
|
|
Fax
|
+41 44 251 02 04
|
|
Secure mail
|
https://www.privasphere.com/e?ek_qokr2eft1b9jmhmgt
|
|
|
|
|
|
|
|
|
|
|
|
|
|
