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case studies

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

Anna Sulzer

Lawyer & Banker
  • Worked as a corporate lawyer at a leading bank, now early retired
  • Income of 350’000 CHF a year
  • Wealth transfer due to separation CHF 2.5mn
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Anna Sulzer

Josephine Stiller

Medical Surgeon
  • Working as a medical surgeon
  • Income of 200’000 CHF a year
  • Married, mother of 2 young children
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Josephine Stiller

Sofia Klocker

Young Entrepreneur
  • Young entrepreneur starting her own sustainable fashion business
  • Inheritance of 640’000 CHF from her uncle
  • Income of 120’000 CHF a year
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Sofia Klocker

Aline Wee

Working Student
  • Business Students pursuing their Master studies in Business Administration
  • Engaged into sustainability-driven initiatives at her University
  • Part time job at a female-led B Corp
  • Income of 85’000 CHF a year
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Aline Wee

Fabienne Schachner

Founder of Golf club
  • Co-founder of a premium marketing and events agency
  • Searching for investment options that would suit her individual needs
  • Interested in sustainability topics
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Fabienne Schachner

Céline Goreng

Designer
  • Interior designer in Switzerland and co-founder of a tech company in Denmark
  • Relocating from Scandinavia to Switzerland
  • Passionate about empowering women in the tech industry
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Céline Goreng

Carina Kümmeke

Founder of Upscale Interiors
  • CEO of a fast-growing Interior Design company
  • Married, mother of two children
  • Highly committed to her kids’ future and wellbeing
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Carina Kümmeke
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