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Sarah

Adviser
Sarah Headshot

About

I'm an advisor with over 15 years of financial experience, based in Switzerland. I speak English and French.

Helping women to get started on their investing journey is what inspires and motivates me. I even wrote a book - 'Women are worth it' - which I hope will help the next generation of women become financially empowered!

With over 15 years of financial experience, I can help you:

- Create your ideal financial plan,
- Focus on what matters most to you through wealth management,
- Improve your current investments by providing a second opinion and identifying their strengths & weaknesses.
Age
31-45
Nationality
Swiss
Civil status
Married
Kids
Yes
Passionate about
My family
The planet and making a difference
City, Country Genève, CH

I can support you in the following

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)
General advice, e.g. review of a personal situation
Estate Planning (e.g. Inheritance, Legacy)

Skills & Qualifications

Firm Lyra Wealth SA
Function Partner
Place of work Independent professional
Experience 10 - 20 years
Qualifications
FINMA Regulated
Regulatory (FCA) Authorized:No
Contact me