Finance & Investment · Zurich, Switzerland

Finance & Investment Experts in Zurich, Switzerland

Browse 32 verified Finance & Investment professionals based in Zurich, Switzerland on Prezlo.

Finance & Investment📍 Zurich, Switzerland
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If you're looking for a Finance & Investment expert in Zurich, Switzerland, these verified professionals are a strong starting point. Their specialties include Wealth Management, Retirement Planning, Investment Strategies and Portfolio Management. Each profile on Prezlo includes services, client focus, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Olivia Spencer

Olivia Spencer

Guiding Zurich's Investors Through Strategic Financial Planning and Asset Management

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementRetirement PlanningInvestment Strategies
Benjamin Hennebo – UBS

Benjamin Hennebo – UBS

Expert Wealth Management Advisor Driving Client Success at UBS Zurich

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementInvestment StrategiesClient Relationship Management
Claude Stuker – Partner

Claude Stuker – Partner

Tailored Wealth Management Strategies for High-Net-Worth Individuals

Finance & Investment 📍 Zurich, Switzerland
Portfolio ManagementRetirement PlanningTax Optimization
Edison Capiral

Edison Capiral

Life Insurance Advisory: Financial Planning

Finance & Investment 📍 Zurich, Switzerland
Life Insurance AdvisoryFinancial PlanningInvestment Strategies
Blanz Rodriguez

Blanz Rodriguez

Retirement Planning specialist in Zurich

Finance & Investment 📍 Zurich, Switzerland
Retirement PlanningInvestment Strategy DevelopmentTax Optimization
David Ryan

David Ryan

Investment Brokerage with expertise in Financial Advisory

Finance & Investment 📍 Zurich, Switzerland
Investment BrokerageFinancial AdvisoryWealth Management
Dana Zeigler

Dana Zeigler

Expert Financial Analyst Delivering Strategic Insights for Investment Growth

Finance & Investment 📍 Zurich, Switzerland
Investment AnalysisRisk ManagementFinancial Modeling
Patricia O'Brien

Patricia O'Brien

Research in Life Insurance Solutions and Investment Strategies

Finance & Investment 📍 Zurich, Switzerland
Life Insurance SolutionsInvestment StrategiesRetirement Planning
Andreas Schenk

Andreas Schenk

Tailored Wealth Strategies for Zurich's Elite Investors

Finance & Investment 📍 Zurich, Switzerland
Investment AdvisoryAsset ManagementTax Optimization
Kirsten Genter

Kirsten Genter

Retirement Planning practitioner | Investment Management

Finance & Investment 📍 Zurich, Switzerland
Retirement PlanningInvestment ManagementRisk Assessment
Sean Bannon

Sean Bannon

Wealth Management with expertise in Risk Assessment

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementRisk AssessmentPortfolio Optimization
Sattiyan Anidass

Sattiyan Anidass

Investment Portfolio Management authority | Retirement Planning

Finance & Investment 📍 Zurich, Switzerland
Investment Portfolio ManagementRetirement PlanningTax Optimization
Chris Rolfe

Chris Rolfe

Mergers And Acquisitions | Zurich

Finance & Investment 📍 Zurich, Switzerland
Mergers and AcquisitionsFinancial AdvisoryInvestment Strategy
Kenyon Knight

Kenyon Knight

Retirement Planning — Investment Management

Finance & Investment 📍 Zurich, Switzerland
Retirement PlanningInvestment ManagementTax Optimization
James Phillips

James Phillips

Wealth Management specialist in Zurich

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementInvestment StrategyRetirement Planning
Steven Bates

Steven Bates

Wealth Management: Investment Strategy

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementInvestment StrategyFinancial Planning
Christian D.

Christian D.

Wealth Management professional in Zurich

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementPortfolio DiversificationRisk Assessment
Meera Balakrishnan

Meera Balakrishnan

Wealth Management practitioner | Investment Strategies

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementInvestment StrategiesRetirement Planning
Alexandra Haudemann-Andersen – Investor

Alexandra Haudemann-Andersen – Investor

Zurich-based Wealth Management specialist

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementInvestment StrategyPortfolio Diversification
Svetlana Grichina

Svetlana Grichina

Expert Financial Advisor Specializing in International Wealth Management

Finance & Investment 📍 Zurich, Switzerland
Wealth Management for High-Net-Worth IndividualsCross-Border Financial PlanningInvestment Strategies for International Clients
Chris Zurich RICP®

Chris Zurich RICP®

Retirement Income Planning authority | Investment Portfolio Management

Finance & Investment 📍 Zurich, Switzerland
Retirement Income PlanningInvestment Portfolio ManagementTax Optimization Strategies
Fehr Harry

Fehr Harry

Private Banking | Zurich

Finance & Investment 📍 Zurich, Switzerland
Private BankingWealth ManagementInvestment Strategies
Luisito Gragera‏

Luisito Gragera‏

Finance & Investment professional in Wealth Management

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementRetirement PlanningInvestment Portfolio Optimization
Judhajit Sengupta MBA

Judhajit Sengupta MBA

Research in Wealth Management and Retirement Planning

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementRetirement PlanningInsurance Solutions
Wang Qiaosui

Wang Qiaosui

Wealth Management — Investment Planning

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementInvestment PlanningRetirement Solutions
Anna Zakrzewski – HSBC

Anna Zakrzewski – HSBC

Private Banking — Wealth Management

Finance & Investment 📍 Zurich, Switzerland
Private BankingWealth ManagementInvestment Strategy
Sean Dwyer

Sean Dwyer

Wealth Management specialist in Zurich

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementRetirement PlanningBusiness Succession Planning
Michelle Dornidon

Michelle Dornidon

Wealth Management | Insurance Planning | Zurich

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementInsurance PlanningRisk Assessment
Peter Kaste

Peter Kaste

Portfolio Management | Zurich

Finance & Investment 📍 Zurich, Switzerland
Portfolio ManagementWealth AdvisoryRisk Assessment
Thomas Buffa

Thomas Buffa

Commercial Real Estate Acquisition, Investment Strategy Development, and Mark...

Finance & Investment 📍 Zurich, Switzerland
Commercial Real Estate AcquisitionInvestment Strategy DevelopmentMarket Analysis
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