SYZ completes its wealth planning team by appointing Pablo Astengo as an expert in financial and retirement planning for Swiss customers.
Astengo’s task will be to structure and develop the bank’s offer dedicated to wealth and retirement planning solutions.
As the cornerstone of all wealth advising, financial planning uses financial engineering tools to establish the current situation of assets, project future changes in wealth, and anticipate future cash flows and expenses. Ultimately, it means ensuring financial balance in order to respond to concerns or constraints, as well astaking into account the impact on taxation of the directions taken.
Astengo has close to 20 years of experience in wealth planning and retirement solutions. He began his career in life insurance and retirement planning. He then specialised in financial planning, taking on different responsibilities at various renowned banks in Geneva, such as the recent set-up of a retirement and financial planning unit. He has a number of certifications in finance, personal insurance, and retirement planning.