Olivier Estoppey: Your Independent Financial Consultant from Basel
Reliable Financial Consulting with a Value Investing Background
Are you looking for personal, individual and at the same time entirely independent advice regarding your finances? Then you have come to the right place: Estoppey Value Investments is an independent financial consulting service from Basel. I have many years of experience in analyzing complex financial situations and deriving optimal and individual strategies: also for you!
Your Interests in the Spotlight
Financial consulting at Estoppey Value Investments is always focused on your personal goals and circumstances. I act independently from insurance companies and banks: That way, you can always rely on me as your financial advisor from Basel for transparent, professional and individual advice - far away from sales targets for others.
Whether you need financial consulting regarding private pension savings, insurance, tax optimisation or investments: I always focus on the financial wishes and needs of my clients. You will receive a holistic service including financial consulting and wealth management from a single provider. In doing so, individual wealth advisory and investment advice form the basis for a successful investment strategy.
Wealth Advisory
When it comes to wealth advisory, your current life situation plays just as important a role as your wishes and ideas about your financial future. This is the prerequisite for a holistic wealth strategy.
With my investment advisory services you will receive individual solutions tailored to your personal situation.
As part of the management of your assets, I will of course also take changes in financial circumstances into consideration and adjust the asset allocation accordingly to them.
Investment Advice
Investing means something different for everyone. It is therefore important to find an individual investment strategy that suits the current life situation and personal goals of the investor.
The strategy tailored to you forms the basis for investment decisions and helps to build a successful investment portfolio.
I would be happy to advise you on investment opportunities. As an authorised Wealth Manager I can also take care of the implementation of your strategy if you wish.
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Financial Consulting with a Value-Oriented Investment Philosophy
In my financial consulting, I focus on the value-oriented approach - so-called Value Investing. In long-term backtesting as well as real life, Value Investing has proven itself and achieved high returns. These excess returns were also scientifically proven as the so-called "Value Premium" by the professors Eugene Fama and KG French. This means: Higher returns are possible through consistent, value-oriented investing!
Reliable Financial Consulting Service for Switzerland
Surely you don't want to entrust your finances to just anyone, but to a competent, reputable financial consultant. A consultant who is independent and neutral and always has your best interests in mind, instead of wanting or even having to sell you a random financial product.
With Estoppey Value Investments you have found your independent partner for your financial success. As a financial consultant based in Basel, I am very happy to assist you with my consulting services - in Basel and the surrounding area, of course, but beyond that also in all other regions of Switzerland. I also take care of the professional management of your assets based on your individual circumstances as well as your financial possibilities and wishes.
Contact me and arrange an initial meeting for your individual financial consulting free of charge.
