WHO ARE WE?

Your consultants are :

Andreas Helfenstein

Born 1963, I have been working in the financial sector (bank/life insurance) since 1980. Swiss-certified Financial Planner with Federal Certificate of higher VET, Swiss-certified Insurer with Federal Certificate of higher VET and Public Relations Specialist with Federal Certificate of higher VET. Married, hobbies: scuba-diving, swimming, reading, all about nature.

E-mail andreas.helfenstein@ahfinanz.ch

Monika Humm-Bopp

Born 1960, I have been working in the bank business since 1989 (administrative jobs in commercial banking, investment consulting and the department for external asset managers). Married, hobbies: scuba-diving, walking, photography, reading, cooking.

E-Mail monika.humm@ahfinanz.ch

History

2001 and 2002: one-man business in the area of financial planning

19.11.2002: foundation of FICON Helfenstein GmbH

End of 2006: name changed to AH Finanz GmbH

Member of Polyreg self-regulated organisation (SRO)

License from the Swiss Financial Market Supervisory Authority (FINMA) for the sale of funds

Annual audit regarding compliance with regulations of the Collective Investment Schemes Act of June 23, 2006 (KAG) and the Money Laundering Law (GWG)

Member of the Swiss Association of Financial Planners (FPVS)

PolyAsset Asset Manager