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Alexander

Adviser
Alexander Troschel - SmartPurse Experte

About

I am a financial advisor based in Zurich and offer comprehensive advice as a trustee and entrepreneur. I speak English and German.

I am an experienced generalist with a broad network; after a career in banking I am now an independent entrepreneur.
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

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)

Skills & Qualifications

Firm Troschel Treuhand & Beratungs GmbH
Function Owner, Certified Fiduciary.
Place of work Independent professional
Experience 20+ years
Qualifications
Swiss Certified Fiduciary (Treuhänder mit eidg. Fachausweis); Diplom Volkswirt
Regulatory (FCA) Authorized:No