Relationship Manager
Lucas Widmer has many years of experience in the financial industry, which he uses in his role as a relationship manager to support and advise our clients.
As a pension expert, he provides BVG advice to medium-sized corporate clients and manages the development of our proprietary analysis and benchmarking activities, which we use to develop customised pension solutions for our clients.
In addition, Lucas Widmer prepares financial plans for entrepreneurs and wealthy individuals with a client-specific focus on retirement, pension and liquidity planning. He also advises clients in the areas of asset management and investment advice.
Lucas Widmer is a Certified Financial Planner (CFP®). He also holds a Bachelor of Science from the Zurich University of Applied Sciences (ZHAW) and a Master of Advanced Studies in Financial Consulting.
Follow Lucas Widmer on LinkedIn.
