Tailored Financial advice
MoneyPark represents the first independent Retail and Affluent Banking advisory platform in Switzerland, striving to turn banking into a fair, transparent and comfortable experience for the customer. The business model combines a modern IT infrastructure with competent in-person advice in a multi-channel approach. A comprehensive offering of financial information completes the service and makes MoneyPark a first mover in the Swiss market.
MoneyPark offers advice on mortgages, pension planning, and investments in several branches or online via web conference. In the area of mortgages, we help our customers save time and money by finding the mortgage with the most attractive terms out of the offers from more than 70 mortgage providers (banks, insurance companies, pension funds). Moreover, MoneyPark offers independent pension planning advice to help customers find their optimal pension planning product. In the investment section, MoneyPark analyzes all investment funds and ETFs that are approved for trading in Switzerland by FINMA. Together with the customer, our investment specialists define the optimal investment strategy with cost-optimized products and execution partners.
Our priority is to focus on the interests of our customers, offering them the optimal financial products based on a thorough product analysis. MoneyPark differs substantially from other providers, particularly when it comes to investment advice. We do not take any kick-backs or retrocessions for the products that we recommend. Our customers do not pay us according to volume or performance, but solely for our advisory services. During their first year, HSG Alumni receive a 10 % discount on investment advice from MoneyPark. Please call us (0800 220 440, mention HSG Alumni), or simply show your HSG Alumni membership card at your personal visit to profit from the special benefits.
About HSG Alumnus Leo Grünstein
After his studies at the University of St.Gallen and the Columbia University, Leo Grünstein founded several companies and worked as project manager by McKinsey and Company.
Leo Grünstein is a member of HSG Alumni since 2007