About
I am a Financial Coach who loves to share my expertise and experience to help you to achieve your financial goals. I am based in Geneva and speak English and Chinese.
Originally from Hong Kong, I moved to Switzerland in 2004. After over 20 years of experience in the financial sector, mainly in Wealth Management in banks, I founded ANTA Advisory with focus on Financial Coaching and Expat Services. Listening to clients’ needs and being the solution provider always inspires me . I am also a mother of four children.
To achieve your goals, why don’t you start by talking to me on a one-on-one session?
Originally from Hong Kong, I moved to Switzerland in 2004. After over 20 years of experience in the financial sector, mainly in Wealth Management in banks, I founded ANTA Advisory with focus on Financial Coaching and Expat Services. Listening to clients’ needs and being the solution provider always inspires me . I am also a mother of four children.
To achieve your goals, why don’t you start by talking to me on a one-on-one session?
| Age |
31-45
|
|---|---|
| Nationality |
Hong Kong
|
| Civil status |
Married
|
| Kids |
Yes
|
| Passionate about |
Sharing Ideas and Connecting People
|
| City, Country | Geneva , CH |
I can support you in the following
Portfolio Health Check
Specific investment advice, e.g. build/manage an existing portfolio
Finance advice
Skills & Qualifications
| Firm | ANTA Advisory |
|---|---|
| Function | Independent Consultant |
| Place of work | Independent professional |
| Experience | 20+ years |
| Qualifications |
CFA - Chartered Financial Analyst
MBA
|
| Regulatory (FCA) Authorized: | No |