About
I am a financial advisor based in Zurich and offer comprehensive advice as a trustee and entrepreneur. I speak English and German.
I am an experienced generalist with a broad network; after a career in banking I am now an independent entrepreneur.
I am an experienced generalist with a broad network; after a career in banking I am now an independent entrepreneur.
| Age |
46-65
|
|---|---|
| Nationality |
German and Swiss
|
| Civil status |
Married
|
| Kids |
Yes
|
| Passionate about |
Arts and culture
My family
Sports and fitness
The planet and making a difference
|
| City, Country | Zürich, CH |
I can support you in the following
Advice on house purchase and mortgages
Help with art, classic cars, jewellery and other
Specific investment advice, e.g. build/manage an existing portfolio
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
Help with a loan / debt
Help to set-up or sell a business
General advice, e.g. review of a personal situation
Estate Planning (e.g. Inheritance, Legacy)
Skills & Qualifications
| Firm | Troschel Treuhand & Beratungs GmbH |
|---|---|
| Function | Owner, Certified Fiduciary. |
| Place of work | Independent professional |
| Experience | 20+ years |
| Qualifications |
Swiss Certified Fiduciary (Treuhänder mit eidg. Fachausweis); Diplom Volkswirt
|
| Regulatory (FCA) Authorized: | No |