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Wealth management in Zurich
Pensador Partner AG
Pensador Partner AG
Wealth management in Zurich
Pensador Partner AG – Contacts & Location
Description
Theo Kopp
His more than 30 years of investment experience as a client advisor and portfolio manager at renowned private banks enable him to provide comprehensive advice to private clients, business
families and institutions and implement targeted investment solutions. Theo Kopp specializes in client-specific asset management mandates and the management of pension and vested benefits capital. He views the areas of capital investment, financing, structuring, tax, pension, succession and inheritance planning as areas of added value in which he can achieve concrete added value together with his clients' existing specialists or with additional expertise from his network.
Education
Dipl. Finance and Investment Expert (AZEK)
Business Economist FH
CAS Applied History
- Categories
- Wealth managementFinancial advice