My New Challenge

Dear Valued Clients & Friends,

I am thrilled to announce that I have taken on my new role as an independent wealth manager at VT Wealth Management AG on December 1st. 2023, and I am excited to be able to continue serving you in this capacity. I want to express my deepest gratitude for your trust and loyalty as we embark on this journey together.

As a FINMA licensed independent wealth manager, I will have more time, flexibility and autonomy to provide you with an even higher level of personalized service and attention. My focus remains firmly on understanding your unique financial goals, risk tolerance, and aspirations to tailor investment strategies that align with your specific needs.

With this new role, I am empowered to leverage a broader range of investment opportunities and strategies to help grow and protect your wealth. I will continue to conduct thorough research, monitor market trends, and diligently analyze investment options to ensure that I make informed decisions on your behalf.

One of the key advantages of this transition is the increased flexibility in pricing, the wide range of custodian banks available and in a tailored portfolio management. As an independent wealth manager, I have the freedom to adapt quickly to changing market conditions, seize new opportunities, and customize your portfolio to reflect your evolving circumstances and investment objectives.

Rest assured, my commitment to your financial success remains unwavering. Your best interests will always be at the forefront of my decisions, and I will continue to act with the utmost professionalism, integrity, and transparency.

I am truly excited about this new chapter in my career, and I am confident that it will bring enhanced benefits and opportunities for you as valued clients. Your continued support and trust mean the world to me, and I am committed to providing you with the highest level of service and guidance as we navigate the ever-changing financial landscape together.

Please feel free to reach out to me with any questions, concerns, or to schedule a meeting to discuss your investment objectives further. I am here to listen, advise, and partner with you on your financial journey.

Thank you for your ongoing trust, and I look forward to continuing our successful partnership as an independent wealth manager.

Warmest regards,

Marcus