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Alexander

Adviser
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
Alexander Troschel - SmartPurse Experte
I'm your right coach/adviser because
I am an experienced generalist with a broad network; after a career in banking I am now an independent entrepreneur.
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)
Financial knowhow required
Beginner
Beginner with some financial literacy experience
Intermediate
Advanced financial literacy
I can interact with you
Online
Face to face
Skills & Qualifications
Company name Troschel Treuhand & Beratungs GmbH
Function / Role Owner, Certified Fiduciary.
Place of work Independent professional
Years of experience 20+ years
Swiss Certified Fiduciary (Treuhänder mit eidg. Fachausweis); Diplom Volkswirt
Regulatory (FCA) Authorized: No
Contact me