About
I am a Financial Coach who loves to share my expertise and experience to help you to achieve your financial goals. I am based in Geneva and speak English and Chinese.
Originally from Hong Kong, I moved to Switzerland in 2004. After over 20 years of experience in the financial sector, mainly in Wealth Management in banks, I founded ANTA Advisory with focus on Financial Coaching and Expat Services. Listening to clients’ needs and being the solution provider always inspires me . I am also a mother of four children.
To achieve your goals, why don’t you start by talking to me on a one-on-one session?
Originally from Hong Kong, I moved to Switzerland in 2004. After over 20 years of experience in the financial sector, mainly in Wealth Management in banks, I founded ANTA Advisory with focus on Financial Coaching and Expat Services. Listening to clients’ needs and being the solution provider always inspires me . I am also a mother of four children.
To achieve your goals, why don’t you start by talking to me on a one-on-one session?
| Alter |
31-45
|
|---|---|
| Nationalität |
Hong Kong
|
| Zivilstand |
Verheiratet
|
| Kinder |
Ja
|
| Passion für |
Sharing Ideas and Connecting People
|
| Stadt, Land | Geneva , CH |
Ich kann dich unterstützen bei
Portfolio Health Check
Specific investment advice, e.g. build/manage an existing portfolio
Finance advice
Fähigkeiten & Qualifikationen
| Firma | ANTA Advisory |
|---|---|
| Rolle | Independent Consultant |
| Arbeitsort | Unabhängige Expertin |
| Erfahrung | 20+ Jahre |
| Qualifikation |
CFA - Chartered Financial Analyst
MBA
|
| Autorisiert von der Aufsichtsbehörde: | Nein |