Born in 1967
Nationality : Swiss
• More than 30 years experience in wealth management.
• Former member of the Swiss Financial Analysts Association: SFAA
• Analyste Financier et Gestionnaire de Fortunes Diplômé (1997)
• Certified European Financial Analyst (1997)
• Expert en Finance et Investissements (2001)
Founded in 2007 in Lausanne, 5th City of Switzerland, Crottaz Finance is located in the middle of a discrete, efficient and renowned financial place.
A large number of private banks, international federations, as well stock-market listed companies manage their worldwide operations from this city.
Crottaz-Finance acts as an independant and autonomus company with a close partnership with local financial actors.
We guarantee an objective, transparent and ethical advice as well as we follow your portfolio in a mind of continuity.
Our vast network of partners allows us to quickly find the specialist you need.
Crottaz-Finance complies with all Swiss banking regulations, in particular The Swiss Anti Money Laundering ACT (AMLA, see LBA)
Crottaz-Finance is subjected to the FINMA and affiliated with a supervisory body (SO-FIT) which subjects the company to a code of conduct control, obliges to respects the directives and to undergo regular checks of its books. Crottaz Finance is also affiliated with a mediator (FINSOM)