Find out more about me, my CV and my motivation – who is behind Estoppey Value Investments?
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 an investment advisor and asset manager, I have a great deal of specialist knowledge.
Find out more about me and my values here – in the Business IMPULS Switzerland podcasts with Florian Hasler from Praxis Club.
My educational background is the ideal foundation for my work as an asset manager. Subsequently, I gained valuable experience in my professional career at various companies in the field of financial and tax consulting. Today, this helps me to develop individual solutions for my clients.
I develop an individual approach and a tailored investment strategy and take care of the execution and ongoing monitoring of the investments.
Financial advice for clients, development of income and asset concepts, retirement planning and tax optimization, as well as assessment of investments and preparation of investment proposals.
Tax and financial optimization for corporate and private clients, business development for a major bank and presentation of accounting as a management tool.
Analysis and evaluation of process flows, introduction of a new record management system, coordination and implementation of training for 140 employees.
Certified Swiss Fund &
Asset Management Officer FA/IAF
Master’s degree – in Accounting
and Corporate Finance (MACFin)
Bachelor’s degree – in law
with economics (BLE)
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©2025 Estoppey Value Investments AG
©2025
Estoppey Value Investments AG
