About us
Nicolas Baeriswyl, Managing Director & Owner
As a trained financial planner with a federal certificate, I have been working in the financial sector for over 15 years at banks, pension foundations and training providers. In various specialist and management positions, I was responsible for client portfolios in private banking and was a financial planning and BVG pension expert with regard to 1e and executive pension solutions.
Clients and business partners appreciate my expertise and my wealth of experience in the field of finance and pensions. My profile is rounded off by my multilingualism (D/F/E), my network in the financial world as well as my pedagogical skills.
My goal is to guide you safely through the complexity of the financial and pension world. Together we identify possible fields of action and develop the appropriate solution. My motivation is to independently develop a tailor-made solution for you.
In order to be able to offer you this autonomy, I have decided to work independently. Only in this way can I offer you an unbound and thus fair consultation & accompaniment.
I look forward to your contact and to learn more about you and your needs.
Nicolas Baeriswyl is entered in the register of consultants under the number NB57157.
Jessica Limacher, Managing Director Central & Eastern Switzerland
As a trained financial planner with a federal certificate, I have been advising clients in the financial sector for over 10 years. I specialized in pension and financial planning a good eight years ago. This has allowed me to work as a specialist for insurance companies and brokers.
The financial industry is very dynamic and there are constant changes and new opportunities for customers. Due to digitalization, which is more present than ever, it is important to keep up to date. That is why further training is very important to me. I am currently doing a master's degree in Digital Excellence for Financial Services at the HWZ.
I have advised and supported clients on a range of topics, from pension planning to succession arrangements and complex financial planning. This makes it all the more important for me to be flexible and neutral in order to adapt the advisory strategies to the needs and goals of the clients at all times, to think in networks and to coordinate the collaboration with other specialists such as trustees, notaries, tax experts, etc. This allows the customer to concentrate on the consultation and not have to organize anything else.
This cooperation enables us to offer the highest degree of flexibility and customized advice and support.
I look forward to hearing from you so that I can offer you customized advice.
Daniel Derendinger, Managing Director Jura-Südfuss
As a trained financial planner with a European professional diploma (Swiss Associate Financial Planner AFP), I have been working in the financial sector for over 25 years in various companies.
Since 2012 I have been running the company AVA Concept AG, which mainly serves clients
in the area of comprehensive financial questions and asset planning in a neutral and objective way.
Often topics in the area of real estate play under the influence of: Financing, taxes, retirement planning (patchwork family) and succession planning play a significant role.
When it comes to the implementation of various areas of expertise from my financial planning, I have a well-developed network (tax experts, notaries, auditors, real estate managers, mediators) which support me and my clients*.
By working together with Nicolas Baeriswyl, our clients benefit from a combined expertise that generates added value.
I am looking forward to any contact. After the first free initial contact, you decide on our possible collaboration on a fee basis, completely transparent.
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Baeriswyl Beratungen GmbH is registered as an unbound intermediary under the number F01415841.
Baeriswyl Beratungen GmbH
Nicolas Baeriswyl
Impasse du Castel 14
1700 Fribourg