Independent auditor on global wealth management and on global financial services.
From: Vésenaz, switzerland
Speaks: english french german spanish
About my service
In case of unhappiness with financial services, i can have a look and audit your positioning.
I could issue general guidelines that shall protect you and your wealth for the future when applied.
As an ex banker/financial analyst/asset manager, and now as an insurance broker, i have a very good understanding on how wealth should be managed.
15 years of very successful asset management as employee with 3 banks and as an independent asset manager.
I have a very proactive and responsible style.
Chartered Financial Analyst