Charlene Cong, CFA, based in Zurich, Switzerland, is the founder of FinFit Solution and VISION Investment Academy. She is a seasoned Chartered Financial Analyst (CFA) with over a decade of experience in finance and banking across Asia and Europe. Her career includes a notable tenure at JPMorgan and serving as an executive board member of the Swiss Capital Market Forum Association. She also has over seven years of experience as a banking journalist, where she investigated the investment strategies of high-net-worth individuals.
To start investing in Switzerland, first build your financial foundation: create a budget, establish a 3-6 month emergency fund, and pay off high-interest debt. Then follow the VISION framework: define your goals, explore investment options in Switzerland (ETFs, stocks, bonds), build a personalized strategy, open a Swiss broker account (Swissquote, Interactive Brokers, or Yuh), automate […]
