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Philipp

Adviser
Philipp Wüst - SmartPurse Experte

About

I'm an FCA-authorised financial advisor based in Zurich. I speak English and German.


I can help to support and encourage you towards a more autonomous and self-determined life. My own experience, combined with the financial knowledge & understanding of Swiss law, enables me to help improve your financial situation and reach your personal goals.
Age
46-65
Nationality
Swiss
Civil status
In a relationship
Kids
Yes
Passionate about
Cooking
Gardening
Golf
Red wine
Sports and fitness
Technology
City, Country Kloten, CH

I can support you in the following

Advice on house purchase and mortgages
Tax planning
Specific investment advice, e.g. build/manage an existing portfolio
Insurance
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
Help to set-up or sell a business

Skills & Qualifications

Firm Swiss Life Select
Function Graduate Financial Advisor
Place of work Other
Experience 0 - 5 years
Qualifications
Financial Advisor Swiss Life Select
FRM - Financial Risk Manager
Master in Digital Business
Regulatory (FCA) Authorized:Yes
Reference NumberPW86227
Contact me