About me

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Why should customers trust me?

I am your financial expert

My success story

I came to the pension advice through my own experience.

I meant that after more than 30 years in banking, I was an experienced Private Banker and financiel expert. However, after my dismissal from my management position in 2012, I realized that pension funds are a completely different and complex world.

I went in search of the perfect solution and have developed it after many years of experience. I soon realized that hardly anyone knows their way around, but everyone is affected…

From this I have developed my business model:
If I’m already overwhelmed as a banker, how is everyone else? We are all directly connected to our pension funds and I would like to offer my support to my clients. But this is only possible when changing or losing a job.

My Strengths

  • long-term practical experience
  • Identify and implement solutions in an understandable way
  • professionell
  • binding
  • transparent
  • credible
  • fluent in English, German, Spanish and French

My motivation

On the one hand, I make a living out of it, but on the other hand I like to generate  enormous added value for my clients: “I guide them through the pension fund jungle”      🌴🌴🐊🌴🌴

I was in the same place in 2014 and fought my way through the topic. It was very intensive but enormously instructive. This enabled me to build up a huge range of experience that I now would like to pass on.

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About me

  • 40 years of experience in International Private Banking:

    UBS, Bank Sarasin, BNP Paribas, Commerzbank (Switzerland), EFG Bank

  • languages:

    German, English, Spanish, French fluently

Ask for a free initial consultation!

That’s what my customers say about me