Jacqueline

My name is Jacqueline and I have spent the last 10 years at a major Swiss bank advising clients on wealth management. There I realized that many people want to manage their finances themselves but lack the knowhow on doing so. For this reason, I decided to become an independent finance advisor. I show my clients what investment strategy is suitable for their current life situation and when they should seek help from their bank. I am not associated to any bank or trading platform and therefore can freely recommend what is best for the clients without the need of selling some products.

1 open listing

No followed people

No reviews