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Philipp

Adviser
Philipp Wüst - SmartPurse Experte

About

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

I support human in living an autonomous and self-determined life. My life experience combined with the financial knowledge and understanding of Swiss law enables me to improve the actual situation and to reach the personal goals of my customers.
Age
46-65
Nationality
Swiss
Civil status
In a relationship
Kids
Yes
Passionate about
Cooking
Gardening
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 5 - 10 years
Qualifications
CFP - Certified Financial Planner
FRM - Financial Risk Manager
Master in Digital Business
Regulatory (FCA) Authorized:Yes
Reference NumberPW86227
Contact me