Nicolas De Stasio
As an independent financial advisor, I support you in managing and optimizing your wealth in Switzerland.
Passionate about personal finance and wealth management, I chose independence to offer you objective recommendations, free from conflicts of interest. My commitment: putting my skills and expertise at the service of your life projects.
Qualifications & Certifications
Recognized certifications for guaranteed expertise
IAF Diploma
Certified financial advisor from the Interest Group for Training in Finance (IAF)
FinSA Registry
Registered in the client advisor register kept by a FINMA-approved registration body, in accordance with FinSA
Registration in progress with a FINMA-approved body
Ombudsman
Affiliated with a recognized ombudsman for dispute resolution
Contact details: being finalized
My values
The principles that guide my daily support
Independence
With no capital ties to banks or insurance companies, I advise you with complete objectivity, solely in your interest.
Transparency
Clear fees known in advance. You know exactly what you pay and why. No hidden commissions.
Proximity
A single contact who knows and understands your situation. Available and responsive to answer your questions.
Education
I take the time to explain my recommendations so you understand the issues and make informed decisions.
Personalization
Every situation is unique. My advice is tailored to your profile, goals and risk tolerance.
Long-term vision
I favor sustainable strategies and avoid trends. Your wealth is built over time.
Areas of expertise
Comprehensive support for all dimensions of your wealth
Wealth advisory
Financial investments
Pension & Insurance
Real estate
Tax optimization
Retirement
Estate planning
Wealth audit
Why an independent advisor?
No in-house products to sell
Unlike banks and insurance companies, I have no sales targets on specific products.
Access to the entire market
I compare offers from many partners to propose the best solutions for you.
Transparent fees
My remuneration is discussed transparently from the first meeting. You know exactly what you will pay before committing.
Lasting trust relationship
I support you over the long term, through the different stages of your life.
"My goal is simple: to help you make the best decisions for your wealth, with full knowledge of the facts. Your financial success is my priority."
Regulatory information
Nicolas De Stasio operates as an independent client advisor within the meaning of the Swiss Financial Services Act (FinSA). Not being subject to FINMA prudential supervision as a financial institution (FinIA), he is registered in the client advisor register kept by a FINMA-approved registration body.
Registration body: (Registration in progress with a FINMA-approved body)
Ombudsman: (Affiliation in progress with an ombudsman recognized by the Federal Department of Finance)
The information presented on this site is provided for informational purposes only and does not constitute personalized investment advice. For recommendations tailored to your situation, I invite you to book an appointment. All investments involve risks, including the risk of capital loss.