Annick Feldmann Liechti
Independent Wealth PlannerBringing over 25 years of senior wealth planning experience gained at a leading international financial institution, with deep expertise in complex cross-border estate and succession planning strategies. Full member of the Society of Trust and Estate Practitioners (STEP) and holder of a Master of Law degree from the University of Zurich, combining legal rigor with practical experience in every client engagement.
UBS
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International Wealth Planner
Held various senior positions within Wealth Planning with responsibility for different international markets over the years.1992 - 2015
SwissProtectors
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Independent Wealth Planning Consultant
Designing tailored strategies, connecting clients with trusted experts and overseeing implementation, review and cost control for efficient and transparent results.2015 - Present
25+ Years Managing
Private Client Portfolios
Portfolio Analysis
Risk Management
Tax Optimisation
Your Wealth Planning Partner for a Secure Future
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Independent Financial Advisory
As an independent wealth planner, I provide unbiased advice tailored to your unique goals. No corporate agendas - just personalized strategies designed to grow and protect your wealth.
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Personal Wealth Partnership
I work closely with you to understand your financial dreams and challenges. Regular reviews and proactive guidance ensure your portfolio stays aligned with your evolving life goals.
Take Control of Your Wealth Today
Contact-
Financial advices given over 25 years500+
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Return on Investment30x
