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 verified and licensed Finance & Investment expert in Zurich, Switzerland, these trusted professionals are a strong starting point. Their specialties include Wealth Management, Portfolio Diversification, Insurance Planning and Wealth Management for High-Net-Worth Individuals. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Christian D.

Christian D.

Wealth Management professional in Zurich

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementPortfolio DiversificationRisk Assessment
Michelle Dornidon

Michelle Dornidon

Wealth Management | Insurance Planning | Zurich

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementInsurance PlanningRisk Assessment
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
Andreas Schenk

Andreas Schenk

Tailored Wealth Strategies for Zurich's Elite Investors

Finance & Investment 📍 Zurich, Switzerland
Investment AdvisoryAsset ManagementTax Optimization
Peter Kaste

Peter Kaste

Portfolio Management | Zurich

Finance & Investment 📍 Zurich, Switzerland
Portfolio ManagementWealth AdvisoryRisk Assessment
Judhajit Sengupta MBA

Judhajit Sengupta MBA

Research in Wealth Management and Retirement Planning

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementRetirement PlanningInsurance Solutions
Blanz Rodriguez

Blanz Rodriguez

Retirement Planning specialist in Zurich

Finance & Investment 📍 Zurich, Switzerland
Retirement PlanningInvestment Strategy DevelopmentTax Optimization
Thomas Buffa

Thomas Buffa

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

Finance & Investment 📍 Zurich, Switzerland
Commercial Real Estate AcquisitionInvestment Strategy DevelopmentMarket Analysis
Patricia O'Brien

Patricia O'Brien

Research in Life Insurance Solutions and Investment Strategies

Finance & Investment 📍 Zurich, Switzerland
Life Insurance SolutionsInvestment StrategiesRetirement Planning
Wang Qiaosui

Wang Qiaosui

Wealth Management — Investment Planning

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementInvestment PlanningRetirement Solutions
Fehr Harry

Fehr Harry

Private Banking | Zurich

Finance & Investment 📍 Zurich, Switzerland
Private BankingWealth ManagementInvestment Strategies
Meera Balakrishnan

Meera Balakrishnan

Wealth Management practitioner | Investment Strategies

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementInvestment StrategiesRetirement Planning
James Phillips

James Phillips

Wealth Management specialist in Zurich

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementInvestment StrategyRetirement Planning
David Ryan

David Ryan

Investment Brokerage with expertise in Financial Advisory

Finance & Investment 📍 Zurich, Switzerland
Investment BrokerageFinancial AdvisoryWealth Management
Edison Capiral

Edison Capiral

Life Insurance Advisory: Financial Planning

Finance & Investment 📍 Zurich, Switzerland
Life Insurance AdvisoryFinancial PlanningInvestment Strategies
Kirsten Genter

Kirsten Genter

Retirement Planning practitioner | Investment Management

Finance & Investment 📍 Zurich, Switzerland
Retirement PlanningInvestment ManagementRisk Assessment
Dana Zeigler

Dana Zeigler

Expert Financial Analyst Delivering Strategic Insights for Investment Growth

Finance & Investment 📍 Zurich, Switzerland
Investment AnalysisRisk ManagementFinancial Modeling
Michael S.

Michael S.

Zurich-based Wealth Management specialist

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementRetirement PlanningInvestment Strategy
Olivia Spencer

Olivia Spencer

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

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementRetirement PlanningInvestment Strategies
Angela Müller

Angela Müller

Strategic Financial Advisor Specializing in Tailored Investment Solutions

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementRisk AssessmentPortfolio Optimization
Chris Rolfe

Chris Rolfe

Mergers And Acquisitions | Zurich

Finance & Investment 📍 Zurich, Switzerland
Mergers and AcquisitionsFinancial AdvisoryInvestment Strategy
Steven Bates

Steven Bates

Wealth Management: Investment Strategy

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementInvestment StrategyFinancial Planning
Sattiyan Anidass

Sattiyan Anidass

Investment Portfolio Management authority | Retirement Planning

Finance & Investment 📍 Zurich, Switzerland
Investment Portfolio ManagementRetirement PlanningTax Optimization
Anna Zakrzewski – HSBC

Anna Zakrzewski – HSBC

Private Banking — Wealth Management

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

Sean Bannon

Wealth Management with expertise in Risk Assessment

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementRisk AssessmentPortfolio Optimization
Luisito Gragera‏

Luisito Gragera‏

Finance & Investment professional in Wealth Management

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementRetirement PlanningInvestment Portfolio Optimization
Claude Stuker – Partner

Claude Stuker – Partner

Tailored Wealth Management Strategies for High-Net-Worth Individuals

Finance & Investment 📍 Zurich, Switzerland
Portfolio ManagementRetirement PlanningTax Optimization
Alexandra Haudemann-Andersen – Investor

Alexandra Haudemann-Andersen – Investor

Zurich-based Wealth Management specialist

Finance & Investment 📍 Zurich, Switzerland
Wealth ManagementInvestment StrategyPortfolio Diversification
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
Sean Dwyer

Sean Dwyer

Wealth Management specialist in Zurich

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