About Me
Olivier Estoppey - Qualified Wealth Manager
Thanks to my well-founded education and wide-ranging experience I have a great deal of expertise as an Investment Advisor and Wealth Manager. My passion is the analysis of individual wealth situations and the development of tailor-made solutions and strategies.
Work Experience
During my professional career I have gained valuable experience in the following companies in the field of financial and tax consulting:
- Estoppey Value Investments: In 2017, I founded the independent wealth management company Estoppey Value Investments. Since the start, I managed it as the owner and qualified managing director. In 2022, the business was continued as a limited company with an official licence directly from the Financial Market Supervisory Authority, FINMA. This licence was awarded to Estoppey Value Investments as part of the new regulation under the Financial Institutions Act FinIA.
- VZ Vermögenszentrum:
Financial consulting for private clients, development of income and wealth strategies, retirement planning & tax optimisation as well as assessment of investments and preparation of investment proposals.
- PricewaterhouseCoopers (PwC):
Tax and financial consulting for corporate and private clients, business development of a major bank and presentation of an accounting management tool.
- Swiss Re: Analysis and evaluation of processes and workflows, introduction of a new Record Management System, coordination and implementation as well as training of 140 employees.
Educational Backgroud
My educational background gives me a optimal foundation
for my professional work in
Wealth Management:
- Fund Academy:
Certified Swiss Fund & Asset Management Officer FA/IAF - University of St. Gallen (HSG):
Master's Degree - in Accounting and Corporate Finance (MACFin)
Bachelor's Degree - in Law and Economics (BLE)
