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Faculty of Business, Economics and Informatics

Wealth Advisor

Alberto Cominetti
https://uzh.ch/de.html

Name: Alberto Cominetti
Degree: MA Banking & Finance, UZH
Profession: Wealth advisor / ESG and sustainability advisor
Employer: Partner at ZWEI Wealth

What does a wealth advisor or an ESG and sustainability advisor actually do?

I guide families, foundations and small pension funds through their customised wealth management process by defining investment goals through in-depth planning. These are then matched with the appropriate management solutions, which in turn are implemented and monitored using specific criteria. In addition, every client MUST go through a sustainability process.

How do you become an investment advisor or an ESG and sustainability advisor?

There are certainly many ways to get there. A very keen interest in the wealth management business, but above all an even greater interest in people and their complex diversity, is a prerequisite. I worked at various banks for over 20 years, first as a project manager, then as a wealth manager and finally in management, always in the private banking business. At the age of 50, I wanted to use my expertise in a more targeted and sustainable way, which is what I do today.

Why is it important for companies to promote investment advice?

A key aspect of investment advice is the complexity and diversity of the services on offer. On the other hand, this is precisely what clients do not understand. Investment objectives, asset classes, products, risks, costs and their own needs can be overwhelming. Neutral, independent and, above all, understandable advice helps and leads to better and more targeted results for clients and advisors.

What does being an wealth advisor or ESG and sustainability advisor mean to you?

Helping clients find the right and sustainable solution. For me, it also means having a good work-life balance.

Wealth advisor or ESG and sustainability advisor: a job with a future?

Absolutely. The diversity of people is reflected in the range of opportunities. Everyone needs their own solution, which is what makes my job so exciting. Sustainability is a must in all areas, be it climate, social or implementation.

As of November 2024