case studies

Invest in what you love. Tell your friends to invest in what they love.

Celine Goreng

We advised Celine as a young professional that relocated from Scandinavia to Switzerland.

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Celine Goreng

We advised Celine as a young professional that relocated from Scandinavia to Switzerland.

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Danielle Martin

We coached Danielle to gain know-how and confidence to invest in a social impact portfolio and we chose together the fund managers with a mission.

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Danielle Martin

We coached Danielle to gain know-how and confidence to invest in a social impact portfolio and we chose together the fund managers with a mission.

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Upscale Interiors

We helped Carina set-up her first interior design business and to scale.

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Upscale Interiors

We helped Carina set-up her first interior design business and to scale.

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I love that it is run by women and that they donate 15% of their profits into financial education for women.

Celine Goreng • Zurich

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