Niederhasli, Zurich, Switzerland
Providing Guidance I have been present in the Banking and Finance industry since 1986, focusing on the various aspects of personal financial planning and wealth management. Never stopped to learn and contribute, also during the various positions hold in major financial institutions. In 2002 I started offering consulting services on an independent basis, anchored on the broad experience and top network developed and consolidated over the years, along with my multicultural background and the experience acquired in various industries. The focus of my consulting, coaching and mentoring services is on issues related to international wealth management; financial planning; expectation management; international netweaving and on business development, especially for family businesses. Very honoured to have been actively engaged in developing and promoting the profession of personal financial planning; CFP® trademark, standards and international network in Brazil. Some other initiatives I have been involved in a leading position: - Organized several International Study Groups focused on personal financial planning.; - Actively involved in the organization and coaching of a first study tour for family business owners and heirs (2011) to Europe - Contributed with several articles to various publications, co-authored two books - Provided training and lecturing, actively contributing to the development of various courses - Delivering Intercultural Training on a freelance basis Having graduated in Hotel Business Administration 1778 at the “École Hôtelière de Lausanne” in Switzerland, I worked several years in the Hotel & Food Industry. I continue holding close ties to this Industry, chairing the local Alumni Association in Brazil from 2005 through 2017. The focus on all aspects involved in the excellency of SERVICE has been present throughout my entire work life. Professional assignments led me to live and work in several countries. Being fluent in Portuguese and German, proficient in English and French, I have a working knowledge of Spanish.
Bringing together experienced professionals to deliver tangible results and foster relationships based on ethics and trust.
Important to stress I have never been employed by DNA Behavior, but strongly involved in promoting the tools and solutions, mainly in Brazil, for believing in the added value it can offer to the local Personla Financial Planning community, and clients.
Consulting - Coaching - Mentoring Wealth and Life and planning Expectation, Career and Networking management Public Speaking
Avalon Capital Avalon Capital is a Swiss-based independent and partner driven advisory firm working in the business areas of Investment Management, Corporate Finance, Institutional Clients and Corporate Trust Services. Avalon Capital was founded in 2015. Avalon Capital has offices in the center of Zürich, Switzerland. Our core value is client centricity. You as a client are always our main focus if it concerns Investment Management, Corporate Finance or any other financial advice. Our group of senior executives have in average 25 years of experience in all facets of the industry. More information: Please contact, or visit http://avalon-capital.ch/