Your personal wealth advisory

Do you have investable assets of CHF 500,000 or more? Our personal wealth advisory offers an independent portfolio review, tailored optimisation recommendations and professional wealth management.

This is right for you if you …

have investable assets of CHF 500,000 or more
want to optimise your portfolio strategically with a long-term perspective
would like greater clarity around the opportunities, risks and costs of your investments
are already investing and want an independent second opinion
are looking for professional support in managing your wealth

CHF 369

1 session
Online or in person in the Zurich area

Do you have investable assets of CHF 500,000 or more and want an independent review of your current investment strategy — or support in developing a new one? Then our Personal Wealth Advisory is the right fit for you. Independent wealth advisor Bente Roth is FINMA-licensed, brings over 20 years of experience and can professionally manage and invest your assets on your behalf.

If you decide to proceed with a discretionary wealth management mandate, the advisory fee will be reimbursed.

This is how your personal investment advice works

Attention, ready, go!

You start by laying a foundation for your personal world of money: Together you analyze your wishes, goals and needs. What matters is your life project and your professional biography.

Everything at a glance

With the asset check you take a closer look at your entire financial life: income, expenses, investments, pensions. Each phase of life is different and individual. Whether you are planning a family, separating, founding, inheriting or preparing for retirement. You discuss your challenges and look for suitable solutions for you.

Your money, your voice

In the last step, you plan, invest and provide sensibly for yourself. The independent investment consultant explores your relationship and dealing with risks, develops your financial vision together with you and filters out the right investment strategy for you. Benefit from their many years of experience and knowledge of the financial markets, investment products such as ETFs and sustainable investing. Use the power of your capital for yourself and for a more sustainable financial world.

Your wealth advisor

Bente Roth

Independent wealth advisor

«I want to encourage women to invest and shape their future independently. It is important that you start with a good feeling and are informed about the costs and risks»

More about Bente

With 25 years of experience in the financial industry, including 19 years as an independent asset manager, I bring extensive knowledge and experience. In 2021 I became self-employed. My focus is on cost-effective ETF investing. In addition to independent asset management, I also offer financial coaching to support women in particular to take their finances into their own hands and to start investing. Financial independence is of great importance, and it is nice to accompany many women on their financial journey.

FAQ

How long does a consultation or advisory session last?

The initial financial advisory lasts one hour. You will benefit the most if you prepare your questions and documents in advance so that you can get the most out of the lesson. You also have the opportunity to send the most important documents such as your existing investment strategy to the independent asset advisor in advance by e-mail.

Does this take place online or on site?

The asset consultancy takes place online or on site in the Zurich area. You can arrange this with your consultant after booking.

How do I make an appointment?

After booking and payment, you will be taken directly to the date selection and can choose a suitable time slot.

What does wealth advisory involve?

Basically, personal financial advice includes the following points:

Location analysis
Risk profile
Investment horizon
Savings rate
Goals
Sustainability
Investment opportunities
Fees
Prevention

Of course, your consultant can respond individually to your needs and set priorities with you.

What can I prepare in advance?

You can use the budget in the ellexx app and answer the following questions:

What is my monthly income?
How much is my total wealth?
What are my fixed costs (e.g. Rent, insurance, taxes, subscriptions, traffic, etc.)?
What are my variable costs (e.g. Leisure, travel, clothing, etc.)?
How much are my debts?
(Optional) How much do I want to invest in the long term?
(Optional) What about my pension plan (look at PK ID and pillar 3a)?

You also have the option of sending your documents such as your existing investment strategy to the independent investment advisor by e-mail in advance. This saves time and so you can get started right away.

Do you still have questions about independent asset consulting? Here you can find more FAQs.

Your question is not listed? Contact us at hello@ellexx.com.