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Severin

Adviser
Severin Leuzinger

About

With my extensive experience as a financial advisor in private banking and the insurance industry, I bring a wealth of knowledge that I can tailor to your financial goals. My expertise lies in independent financial and pension planning, aimed at ensuring that you are well-prepared for your retirement and other life milestones. Leveraging my knowledge in private banking, I can also assist you in making well-informed investment decisions that support your goals while preserving your financial security.
Thanks to my extensive network of partners, I develop solutions that are precisely tailored to your needs and can transparently show you the advantages and differences among various providers. To cater to your preferences, I offer consultations in both German and English.
I look forward to sharing my expertise with you and assisting you with any questions related to retirement, investments, and insurance.
Age
31-45
Nationality
Schweiz
Civil status
Married
Kids
No
Passionate about
Sports and fitness
Technology
City, Country Küsnacht, Zürich, 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
General advice, e.g. review of a personal situation

Skills & Qualifications

Firm Assetvision GmbH
Function Business owner and manager
Place of work Independent professional
Experience 10 - 20 years
Qualifications
MBA
Regulatory (FCA) Authorized:Yes
Reference Number37007