As a financial educator , I support people in becoming simpler, more effective, and more successful in dealing with money & finances. I put them on the financial fast track. Instead of focusing on symptoms , I concentrate on the causes of (financial) problems. Often, it's a lack of financial education and financial awareness. No short-term product sales, but achieving long-term, holistic, and sustainable goals. This is done independently and commission-free on a fee basis. With in-depth and holistic consulting, I build the connection between financial wealth and personal well-being . Based on experience, the result is on average twice as fast goal achievement , with maximum relaxed quality of life compared to other financial institutions. With a free introductory session, you can convince yourself and clear up any uncertainties and insecurities.

We treat customers the way we would want to be treated as customers and only promise what we can deliver. We are solution providers with a good price-performance ratio.

VP Bank Ltd. was founded in 1956 and, with around 1,000 employees, is one of Liechtenstein's largest banks. It is represented internationally at sites in Vaduz, Zurich, Luxembourg, Singapore and Road Town. Its core competencies include the development of tailor-made financial solutions for intermediaries and private individuals. The Group also has an international fund centre of excellence. As at 31 December 2024, the VP Bank Group (ohne Artikel!) had CHF 50.7 billion in client assets under management. VP Bank is listed on the Swiss stock exchange SIX and has been awarded an ‘A-’ rating by Standard & Poor's. Why should you place your trust in us? The answer is simple: because it's all about you. Your objectives are our shared objectives. We provide you with comprehensive, long-term support – as a strong partner who helps you get ahead. We have been living up to this high standard for almost 70 years. And we are good at it: a group-wide client satisfaction survey conducted in the intermediary business and private banking in summer 2024 showed that the vast majority of our clients are ‘satisfied’ to ‘very satisfied’ with us. But that is not enough for us: we work every day to become even better. Our team spirit and the passion of all our employees make the difference. A modern organisational structure enables quick decisions and the proximity you desire. This ensures that your concerns are always at the centre of our attention, day after day. Since our foundation by Guido Feger, a successful entrepreneur and trustee in Liechtenstein, on 4 April 1956 in Vaduz, VP Bank has stood for long-term security and reliability. With above-average capitalisation, strong liquidity and around 1,000 dedicated employees, we are now the third-largest bank in Liechtenstein. Our focus is on solid, sustainable development – for the benefit of our private clients and financial intermediaries in Liechtenstein and at selected international sites. We see the commitment and passion of our employees as a decisive factor in our success. Only through their dedication and tireless pursuit of our shared vision is it possible to continue our legacy and write the next chapter in financial history for you. Flat hierarchies across all international sites and a respectful culture of informality right up to the highest management level underline the culture of trust that we live and promote.

VP Bank Ltd. was founded in 1956 and, with around 1,000 employees, is one of Liechtenstein's largest banks. It is represented internationally at sites in Vaduz, Zurich, Luxembourg, Singapore and Road Town. Its core competencies include the development of tailor-made financial solutions for intermediaries and private individuals. The Group also has an international fund centre of excellence. As at 31 December 2024, the VP Bank Group (ohne Artikel!) had CHF 50.7 billion in client assets under management. VP Bank is listed on the Swiss stock exchange SIX and has been awarded an ‘A-’ rating by Standard & Poor's. Why should you place your trust in us? The answer is simple: because it's all about you. Your objectives are our shared objectives. We provide you with comprehensive, long-term support – as a strong partner who helps you get ahead. We have been living up to this high standard for almost 70 years. And we are good at it: a group-wide client satisfaction survey conducted in the intermediary business and private banking in summer 2024 showed that the vast majority of our clients are ‘satisfied’ to ‘very satisfied’ with us. But that is not enough for us: we work every day to become even better. Our team spirit and the passion of all our employees make the difference. A modern organisational structure enables quick decisions and the proximity you desire. This ensures that your concerns are always at the centre of our attention, day after day. Since our foundation by Guido Feger, a successful entrepreneur and trustee in Liechtenstein, on 4 April 1956 in Vaduz, VP Bank has stood for long-term security and reliability. With above-average capitalisation, strong liquidity and around 1,000 dedicated employees, we are now the third-largest bank in Liechtenstein. Our focus is on solid, sustainable development – for the benefit of our private clients and financial intermediaries in Liechtenstein and at selected international sites. We see the commitment and passion of our employees as a decisive factor in our success. Only through their dedication and tireless pursuit of our shared vision is it possible to continue our legacy and write the next chapter in financial history for you. Flat hierarchies across all international sites and a respectful culture of informality right up to the highest management level underline the culture of trust that we live and promote.

Nicolas Duzanski works as a financial advisor at Swiss Life Select, an entity of the Swiss Life Group specialized in comprehensive financial consulting. Thanks to this affiliation, he benefits from a vast network of trusted partners and access to a full range of insurance, savings, and investment products. Swiss Life Select follows a “Best Select” approach, meaning that advisors like Nicolas can choose the most suitable solutions available on the market, rather than being limited to proprietary products. Within Swiss Life Select, Nicolas offers FinanceCoaching : regular support (typically every 30 months) that includes financial analysis, insurance adjustments, tax optimization, and asset reallocation based on the life changes of his clients. He helps them build a long-term financial strategy while maintaining great freedom of choice, as Swiss Life Select collaborates with more than 60 partner companies in the fields of pension planning, investments and insurance. Thanks to this collaboration with Swiss Life Select, Nicolas combines independent advice (via external partners) with the strength and reputation of a major financial group, which strengthens the trust his clients place in him to plan their financial future. Nicolas carries out a complete analysis of your personal and financial situation. He helps you optimize all your insurances: LAMal, complementary health insurance, civil liability (household/private), car insurance, legal protection, and more. He also manages rent guarantees, retirement and succession planning, with a clear and personalized strategy. To enhance your financial security, he optimizes your 2nd and 3rd pillar pension plans, assists you in finding a mortgage loan, and provides access to efficient banking investment solutions tailored to your investor profile. His objective: to give you clarity, peace of mind, and the ability to make informed decisions about your financial future.

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality . The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Financial advisory of wealthy individuals, their family, and single-family offices.

Immer freundliche und kompetente Auskunft auf Fragen. Nach dem Tod meines Mannes fühle ich mich bei "meinem" Bankfachmann bestens aufgehoben.

Drees & Sommer Switzerland is a consulting company providing a single source of consultation and implementation services for the real estate, infrastructure and industrial markets. The company delivers sustainable, innovative, and economically viable solutions that meet each client’s unique needs. Our almost 250 employees in Zurich, Basel and Lausanne have been supporting clients from a wide range of sectors since 2008. Drees & Sommer Switzerland is part of the Drees & Sommer Group, which was Founded in 1970 and long recognized as a pioneer in driving sustainability and digitization. Today Drees & Sommer employs more than 6,000 people at 63 offices.

Herr Wehrli hat mich und meine Familie ganz Individuell Beraten, hat sich sehr Zeit genommen für uns und uns ein Hammer Angebot unterbreitet! Noch nie so einen tollen Berater gehabt! Weiter so Herr Wehrli!!

Kym Richard + Martin Vermögensverwaltung provides asset management services for private and institutional clients in Switzerland and abroad.