"Your wealth deserves a strategy."
Independent wealth planner · Real estate & financial markets specialist · Lausanne
An independent, comprehensive, and structured approach.
INDEPENDENCE
Advice 100% aligned with your interests
Unlike banks or insurance companies, I do not distribute any in-house products.
Each recommendation is made with complete objectivity and total transparency.
✔ No conflict of interest
✔ Uniform compensation among partners
✔ Conseil orienté exclusivement vers vos objectifsDOUBLE EXPERTISE
Real estate and finance combined
Where most players are specialized, I offer a comprehensive vision.
My approach combines practical experience in real estate investment and mastery of financial markets.
✔ 360° wealth perspective
✔ Optimized arbitrations between real estate and investments
✔ Overall coherence in your decisions
EUROPEAN NETWORK
The strength of a group,
the precision of tailored advice
Backed by the largest independent financial advisory group in Europe, you benefit from a robust framework and a comprehensive ecosystem.
✔ 50 years of expertise
✔ 8 million clients supported
✔ 18,000 advisors in Europe
✔ Access to an extensive network: banks, lawyers, fiduciaries, brokers
My services are tailored to you
INDIVIDUALS & FAMILIES
You want to structure your wealth, access property, or prepare for your children's future. I support you in a coherent financial strategy, tailored to each stage of your life.
INDEPENDENTS & SMEs
Your business deserves advice that matches your ambitions. Tax optimization, professional insurance, investments — I build with you the financial foundations of your success.
EXPATRIATES IN SWITZERLAND
You are settling in French-speaking Switzerland and the Swiss financial system seems complex. I guide you through insurance, taxation, real estate financing, and Swiss specifics, in both French and English.
CROSS-BORDER WORKERS
Do you work in Switzerland and live in France? Your situation straddling two systems requires tailored advice. I will assist you on key topics: choosing the health insurance scheme (LAMal or CMU), setting up a 3rd pillar B, vested benefits account, etc.
Support in 5 steps
1
Listen
Understanding your situation, your goals, and your priorities
2
Analyze
Establishing a complete asset assessment and identifying levers
3
Advise
Presenting you with clear and reasoned recommendations
4
Act
Implementing your strategy with precision
5
Support
Adjusting your plan over time, at each stage of life
Why choose an independent advisor?
Your banker sells the products of their bank. Your insurer sells the contracts of their company. I have nothing to sell — I advise.
Here is what changes concretely:
✔ A single advisor for all your assets: real estate, investments, retirement planning, insurance, and taxation
✔ Fully independent recommendations, free from any provider influence
✔ Real-world expertise, not just theoretical simulations
✔ Long-term support, not a one-time transaction
✔ The strength of a European group, with the discretion of a private firm
Let's talk about you.
Every situation is unique. During an initial free and confidential consultation, we review your circumstances and define the next steps together.