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Patrick

Coach
patrick rüttimann jpg

About

I am a financial advisor based in Switzerland. I speak English and German.

I am driven by the opportunity to introduce people to finance, the opportunity to open new doors, and the opportunity to help others develop.

For me, being a financial advisor means putting the client at the centre and accompanying him or her on their financial journey with individual solutions.

In my life, I want to support other people in achieving their goals and help them grow financially and personally.
Age
20-30
Nationality
Swiss
Civil status
Single
Kids
No
Passionate about
Fashion
Networking
Private Equity
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
Specific investment advice, e.g. build/manage an existing portfolio
Insurance
Help with retirement planning
Help with a loan / debt
General advice, e.g. review of a personal situation

Skills & Qualifications

Firm Secura Helvetica
Function Financial Advisor
Place of work Representative of a smaller organisation e.g. boutique bank
Experience 0 - 5 years
Qualifications
None - I'm not a professional advisor
Regulatory (FCA) Authorized:No
Contact me