Assets
Structuring and developing your assets meaningfully
I help you analyze, optimize, and sustainably structure your existing assets - so that it fits your goals, your risk tolerance, and your lifestyle.
Challenge
Many people invest aimlessly or simply "let their assets lie around". An overview is often missing: Is my portfolio too risky or too conservative? Do I have too much in one area, too little in another? Without a clear structure, building wealth quickly becomes a game of chance.
Content
My Approach
I provide you with a holistic overview of your assets. Together, we check how your investments are distributed, whether opportunities remain unused, and where risks can be reduced. This is not about short-term tips, but about long-term stability and growth.
Analysis of Existing Investments
Overview of all investments and their interaction.
Check Diversification
Ensure that your assets are diversified broadly enough.
Identify Optimization Opportunities
Uncover opportunities for better returns or lower risk.
Match Risk Profile
Check whether your portfolio matches your risk tolerance.
Process
Contact
You describe your current situation and goals to me.
Initial Consultation
We get an overview of your investments and your risk profile.
Detailed Consulting
Analysis, optimization proposals, and clear recommendations - always independent, without me earning from products or deals.
Support
Upon request, I will support you with the adjustment and regular review of your portfolio.
Transparent Prices
Clear costs, no hidden fees
My fee is 180 CHF per hour – regardless of the topic or the investment amount. You pay exclusively for my time and expertise.