Would you like personal, individual and at the same time completely independent advice on your finances? Then Estoppey Value Investments is the right financial advisor for you in Basel.
See and hear what experiences other clients have had with the financial advice of Estoppey Value Investments.
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Whether through customized savings or investment concepts - I will show you how to achieve your financial goals efficiently and build up your assets securely.
With individual pension and financial planning, I ensure that you achieve your financial goals and are protected in the long term.
My financial advice offers you individual solutions to invest your assets intelligently and shape your financial future in the best possible way.
Financial advice at Estoppey Value Investments is always geared towards your personal goals and circumstances. I act independently of insurance companies and banks: as your financial advisor from Basel, you can always rely on me for transparent, professional and individual advice – far removed from sales targets for others.
Through value investing, we achieve sustainable high returns - and minimize investment risks at the same time.
With a sound investment strategy, we ensure a balanced investment portfolio that matches your individual risk profile.
You have your individual goals and values - that's why I develop an approach that is precisely tailored to them.
I review your asset strategy on an ongoing basis - as soon as something changes in the market, I will inform and advise you.
As an independent asset manager, I act exclusively in your interests, free from external influence and commissions.
We discuss all strategically important decisions together - and sometimes quick action is required. That is why I am always available for you.
Thanks to my sound training and my varied experience with several companies in tax and financial consulting, I have extensive expertise and know-how as a wealth advisor and asset manager.
As a financial advisor and asset manager, I have a great deal of specialist knowledge.
I offer you comprehensive and independent financial advice to help you manage and grow your assets in the best possible way.
When it comes to financial advice, your current life situation plays just as important a role as your wishes and ideas for the financial future. This is the prerequisite for a holistic wealth strategy.
Investing money means different things to different people. It is therefore important to find an individual investment strategy that suits the investor's life situation and personal goals.
Transparency and trust are the be-all and end-all in financial matters. It is therefore essential for me to offer you fair conditions – without hidden fees or pitfalls.
per quarter of assets under management
per quarter of assets under management
per quarter of assets under management
I will credit you in full for any remuneration such as kick-backs or finder’s fees in order to maintain my independence.
with a cost limit of CHF 50 per quarter
*In the event of negative performance, the profit participation is not levied until the assets have returned to the level they had before the first negative performance (high watermark).
At Estoppey Value Investments in Basel, we attach great importance to a clearly structured and transparent process in order to design your asset management efficiently and individually.
Our approach is based on a clear structure and an individual investment strategy that is tailored to your needs.
In a non-binding initial consultation, I will get to know your financial goals and needs in order to develop a customized investment strategy.
I develop an individual approach and a tailored investment strategy and take care of the execution and ongoing monitoring of the investments.
You have online access to your portfolio at all times, while I regularly review your investment strategy and adapt it to current market developments.
In a non-binding initial consultation, I will get to know your financial goals and needs in order to develop a customized investment strategy.
I develop an individual approach and a tailored investment strategy and take care of the execution and ongoing monitoring of the investments.
You have online access to your portfolio at all times, while I regularly review your investment strategy and adapt it to current market developments.
Independent financial advice works without the influence of banks or insurance companies. I act exclusively in the interests of my clients to develop individual solutions that are tailored to their financial situation.
My financial advice covers a broad spectrum: including asset accumulation, pension planning, tax optimization and the management of your finances. I am your point of contact for all financial matters and offer individual solutions for private individuals and companies.
While banks are often tied to their own products, my independent financial advice offers comprehensive information and advice without sales pressure. I develop strategies that are geared towards your long-term success and your individual goals, without being influenced by specific financial institutions.
I attach great importance to continuity. I monitor your financial strategy on an ongoing basis and adjust it as necessary to ensure that it keeps pace with current market conditions and your changing circumstances. You have access to up-to-date information about your assets at all times.
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©2025 Estoppey Value Investments AG
©2025
Estoppey Value Investments AG
