I chose my profession out of a passion for finance, but I realized that what I was passionate about was helping my clients in their personal lives and making a real impact through my advice. I want to create a genuine relationship with each of my clients in order to understand and advise them in the best possible way, keeping their interests first and foremost in mind.The trust of my clients is earned every day and is rooted in my personal values of integrity, fairness in sharing value, striving for excellence in skills and services. To ensure that I meet the needs of my clients, I apply a structured approach based on the principle of collaboration:• My client will provide me with information that only he knows, such as his personal and financial situation, his current needs, his projects, his experiences... • On my side, I bring him a wider vision of his real and anticipated needs and I help him to specify his projects.• Together, we establish a customized plan that we adapt over time to ensure that we achieve his or her priority objectives, despite changing circumstances.• Depending on the needs, I mobilize highly specialized experts in the fields of planning, taxation, real estate, investments, transmission in order to provide high value-added advice.To deserve the trust of my clients, I maintain a win-win relationship:• I focus on the quality of the relationship and the understanding of my clients' values in order to anticipate their needs, especially during the significant events of their lives.• I offer a true wealth management service with in-depth planning and extensive holistic services.• I guarantee the absence of conflicts of interest and bias in my advice, notably by explaining the choices and method of remuneration of solutions and services in a transparent manner.• I communicate regularly on the tangible value created by the advice, services and solutions offered.I am keen to develop relationships with:• Wealthy individuals and their families• Experts who advise high net worth clientsIf you would like further information, you can contact me directly at pg@neoliance.ch