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Jochen Vogler, CFP©

Partner | Bellecapital

Office Location: Switzerland

Jurisdiction

United States, Switzerland

Top Specialisms

Private Banking

Asset Management

Professional Biography

Trusted advisor to wealthy (mainly US-connected) families with 24 years experience. Truly independent advice and carefully tailored securities portfolio construction with acute tax awareness.

What is the best piece of advice you have ever received?

Listen well, be patient and work hard.

What changes do you expect to see in your practice over the next year?

Digitalization of private client services, while the personal relationship and trust grows in importance.