Thomas

Thomas from Vésenaz, Other

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Independent auditor on global wealth management and on global financial services.

Other

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.

My experience

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.

My certifications

Chartered Financial Analyst

24/7 Phone Support

Satisfaction Guarantee

90CHF

per hour
when?

Start time and duration must be selected

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