Swiss-based wealth advisory bringing institutional-grade portfolio management to emerging and established wealth — through Everon, a FINMA-certified platform built for transparency, disciplined execution, and long-term growth.
"For too long, professional portfolio management was reserved for the ultra-wealthy. I believe anyone building meaningful wealth — from CHF 100,000 onward — deserves the same institutional discipline, regulatory protection, and strategic rigour."
Every portfolio begins with a conversation — not about markets, but about life. Your ambitions, your family, your timeline, your tolerance for uncertainty. Only after deeply understanding these can a meaningful strategy take shape. As a partner on the Everon platform — which holds FINMA certification — every recommendation is backed by institutional-grade compliance, transparency, and regulatory oversight.
With roots in both engineering and finance, I bring analytical rigor to every recommendation while combining it with the power of Everon's FINMA-certified infrastructure. The result: emerging wealth clients receive the same calibre of portfolio construction, rebalancing, and risk management that was once exclusive to multi-million-franc accounts — at rates that make professional advisory genuinely accessible, fast-tracking wealth growth while building resilience against market volatility.
Over twenty years ago, I entered wealth management driven by a simple observation: individuals building real wealth — professionals, entrepreneurs, families with CHF 100,000 to CHF 500,000 and beyond — were being underserved. Banks offered them generic products. Independent advisors catered only to the ultra-rich. There was no middle path: institutional-quality advice at fair, transparent rates. That is the gap I set out to close.
My journey has been deliberately diverse. An engineering background gave me the analytical framework to evaluate complex instruments and quantitative models. Teaching CFA preparation courses sharpened my ability to explain intricate financial concepts in clear, accessible terms — a skill my clients consistently value. A decade of living and working in Peru deepened my cultural fluency and conviction that the best financial relationships are built on empathy and genuine partnership.
Today, as a partner on the Everon platform — which holds FINMA certification — I specialize in managing portfolios for emerging, high net worth, and ultra-high net worth individuals and families. Based in Switzerland, I combine institutional-grade research and execution infrastructure with the personalized attention that only a dedicated advisor can provide — fast-tracking wealth growth while building portfolios resilient enough to withstand market turbulence.
Professionals and entrepreneurs with CHF 100K–500K ready for more than a bank savings account. You register through the Everon platform, sign a clear mandate, and I build and actively manage a diversified portfolio calibrated to your growth goals and risk profile — at rates traditionally reserved for much larger accounts. This is where institutional-quality support fast-tracks wealth accumulation while building resilience against market volatility.
Individuals and families with CHF 500K–5M seeking sophisticated allocation, tax-efficient strategies, and consolidated oversight of diversified holdings. Through the Everon platform, I execute disciplined rebalancing and tactical adjustments under your mandate — with full transparency into every trade, every rationale, every outcome.
Ultra-high net worth families requiring multi-generational planning, alternative investments, estate structuring, and coordination across legal, tax, and banking professionals. The full weight of Swiss regulatory protection, Everon's institutional platform, and dedicated personal advisory — unified under one trusted relationship.
You grant a defined mandate through the FINMA-certified Everon platform, and I construct and actively manage a diversified portfolio — equities, fixed income, alternatives, and cash — executing trades and rebalancing within the agreed parameters. Every action is transparent, traceable, and governed by your signed authority.
Maximize your Pillar 3a and 3b contributions with strategies tailored to your tax situation and retirement timeline. I help you choose between bank and insurance-based solutions, optimize your contribution schedule, and align your third pillar with your broader investment strategy for compounding long-term growth.
Navigating the transition from accumulation to distribution is one of the most consequential financial decisions you will make. I advise on pension fund withdrawals, capital vs. annuity options, and structuring your post-retirement income to sustain your lifestyle while preserving capital for the next generation.
Should you take the lump sum and invest it actively, or opt for the security of a life annuity? I model both scenarios against your personal circumstances — health, longevity expectations, income needs, tax implications, and legacy goals — so you can make this decision with clarity and confidence, not guesswork.
Life insurance is often misunderstood and frequently mis-sold. I provide independent guidance on term life, whole life, and investment-linked policies — evaluating whether insurance serves your estate planning, tax optimization, or family protection goals, and ensuring you never pay for coverage you do not need.
Portfolios are stress-tested and built to withstand market downturns. Through systematic rebalancing, diversification discipline, and defensive positioning during volatility, your wealth is protected during turbulence while remaining positioned for long-term compounding growth.
A complimentary 30-minute call to understand your current situation, goals, and concerns. We assess mutual fit — no commitment, no cost, no sales pitch. Just an honest conversation about whether my approach and Swiss-regulated framework serve your needs.
We gather a complete view of your financial landscape — assets, liabilities, income, tax situation, risk tolerance, and investment horizon. This stage results in a clear, personalized risk profile and investment policy tailored to your circumstances.
You register on the Everon platform — a FINMA-certified infrastructure built for secure, transparent wealth management. Together we define and sign your investment mandate: the strategy, risk parameters, asset classes, and the authority granted to me to trade and rebalance on your behalf. Everything is documented, compliant, and under your control.
Based on your mandate, I build your portfolio on the Everon platform — selecting instruments, setting allocations, and executing initial trades. Every decision follows the agreed strategy, with full transparency into what is bought, why, and at what cost.
Your portfolio is continuously monitored and actively managed. I rebalance positions, execute tactical adjustments, and respond to market changes — all within your mandate's authority. You receive regular performance reviews, full trade history via Everon, and direct access to me. As your life evolves, we refine the mandate together.
"Your assets stay in your name, at your custodian bank. I trade and rebalance under a defined mandate — with every action visible, compliant, and governed by Everon's FINMA certification."
Everon is a FINMA-certified Swiss wealth management platform designed for independent advisors and their clients. As an Everon partner, your onboarding, mandate agreement, and ongoing portfolio management all happen within this secure, regulated ecosystem. You retain full ownership of your assets — they are held at your chosen custodian bank, never with the advisor. I operate strictly within the authority granted by your signed mandate and contract.
This structure means you get the best of both worlds: the personal attention and strategic thinking of a dedicated advisor with 20 years of experience, backed by FINMA-certified compliance, audit trails, and reporting infrastructure. For the emerging wealth segment — individuals with CHF 100,000 to CHF 500,000 — this represents a genuine breakthrough: access to professional, regulated portfolio management that was previously unavailable at this level, at transparent and fair rates designed to accelerate long-term wealth growth while building resilience against market change.
"What sets him apart is the ability to make complex financial concepts feel simple and personal. For the first time, I actually understand — and trust — my investment strategy."— Private Client
A 30-minute introductory call with no obligation. We will discuss your financial situation, explore whether my Swiss-based, Everon-powered approach aligns with your needs, and outline the path from first conversation to active portfolio management.