Individual life situations require individual wealth advice.
Financial aspects such as income, savings rate, assets, retirement provision and taxes are different for everyone.
See and hear what experiences other clients have had with Estoppey Value Investments’ investment advice.
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Whether through regular savings or targeted investments - I will show you how to achieve your financial goals efficiently.
With customized investment advice, I ensure that you are financially secure in retirement.
My sustainable investment concepts combine returns with responsibility to ensure that your assets continue to grow in the future.
Thanks to my sound, independent advice, you benefit from a customized investment strategy that is perfectly tailored to your life situation and goals.
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 an investment advisor and asset manager, I have a great deal of specialist knowledge.
I offer you comprehensive and independent advice on how best to manage and grow your assets.
As part of my wealth advisory service, we develop an individual financial plan that takes all aspects of your financial situation into account. In this way, we ensure that your finances are optimally aligned with your goals and values.
I will develop a long-term wealth strategy for you that takes into account not only current market conditions but also your future financial goals in order to sustainably increase your wealth and react flexibly to changes.
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).
Investment advice primarily shows you investment or financing options. Of course, tax issues and your current financial situation also play a role here. In addition, questions about future plans must be taken into account when providing investment advice.
In a non-binding initial consultation, I will get to know your financial goals and needs in order to develop a customized investment strategy.
We analyze your initial financial situation and link it to your goals. This forms the basis for an individual strategy.
Based on your wishes and goals, I develop an individual investment strategy that secures your financial future.
In a non-binding initial consultation, I will get to know your financial goals and needs in order to develop a customized investment strategy.
We analyze your initial financial situation and link it to your goals. This forms the basis for an individual strategy.
Based on your wishes and goals, I develop an individual investment strategy that secures your financial future.
Independent investment advice operates without external commissions or kick-backs and acts exclusively in the interests of the client. This guarantees objective and transparent advice.
Independent investment advice offers you customized solutions that are individually tailored to your financial situation. You benefit from comprehensive expertise and long-term support without any conflicts of interest.
I regularly review your portfolio and adapt it to market changes to ensure stability and growth. Continuity is crucial here.
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©2025 Estoppey Value Investments AG
©2025
Estoppey Value Investments AG
