About
A single, independent point of contact
A financial adviser and planner, and a non-tied insurance intermediary, I support discerning clients in structuring and optimising their wealth.
My banking background and technical expertise in financial planning are grounded in a deep knowledge of the French-speaking Swiss economic landscape. Every engagement is handled with the rigour and discretion your trust deserves.
As a non-tied intermediary, I am not affiliated with any bank, insurance company or financial group. This independence ensures that every piece of advice is given solely in your interest.
Financial advisor with Federal Diploma
FINMA-registered insurance intermediary
My approach
Deep listening
Understanding your goals, constraints and aspirations before any analysis.
Rigorous analysis
A comprehensive assessment of your wealth, tax and estate situation.
Independent recommendations
Solutions selected for their relevance, not the commissions they generate.
Long-term support
Ongoing guidance to adapt your strategy to life's evolving circumstances.