Professional Background
Over 15 years in private banking, wealth advisory and financial planning, focusing on the holistic structuring of complex wealth situations: from investments and real estate through pensions and retirement to financing and tax matters. Partner at Zugerberg Finanz AG in Zug since 2025, building up its financial and retirement planning.
Relevant Experience
Long-standing advisory to high-net-worth private clients and management responsibility in private banking. Previously managing director of an investment company focused on asset allocation, real estate and direct investments.
Education & Mandates
Business economist FH with a specialisation in finance & banking, DAS in Private Banking & Wealth Management.