I specialize in the process of returning from Switzerland to your home country and possess the necessary expertise and experience to support you effectively.
- With prospera-invest.ch, where I am the chairman, I am a FINMA registered independent asset manager with 40 years of experience 🦕
- with a very clear investment strategy
- clearly defined risk management
- absolutely transparent
- cost effective
I represent the interests of the customers
I am a registered and state-approved asset manager FINMA since 2014. I know from my many years of experience that the investment advisors at the banks are only measured by the income they generate for the bank.
I, on the other hand, look after a manageable number of customers, so I can concentrate entirely on you.
Most of my clients come from referrals from existing, satisfied clients.
Clear and transparent investment strategy
Client assets are primarily invested in equities with a focus on Switzerland and stable dividend payments. This results in an annual dividend yield of approx. 3.0% (as of 2023)
I invest as much as possible in individual stocks, which means:
- no funds
- no structured products
- no bonds
- no derivatives
- no hectic in-out “back and forth makes tills empty”
- ETF’s can be added for diversification
- All agreements are contractually recorded, they correspond to the legal and regulatory requirements.
Stock markets fluctuate! Anyone who invests in equities must have an investment horizon of at least 5 years, preferably 10 years. Short-term corrections, seen in 2022 are possible at any time and can be waited out.
Those who do not want to or cannot accept this should refrain from this strategy.
The customer deposits are with the largest and cheapest online bank in Switzerland. Compared to the big banks, the transaction and custody fees are reduced by around 70 – 80%!
For the administration I receive an administration fee of 1% p.a. plus profit sharing.
Here, too, transparency applies: the lower the costs, the better the result for you as a customer.