Stefan Schäpper brings more than 25 years of experience in comprehensive and goal-oriented advising to the team. After completing his apprenticeship, he deepened his expertise through various roles in banking, insurance, and financial planning. This broad expertise and his pronounced professional consistency characterize his career and have strengthened Lakefield Partners since 2017. He especially values direct client contact in order to create clear added value through a precise assessment of the life situation and to align financial goals perfectly.
Languages
- German
- English
Successful financial planning is based on trust and unfolds its strength through a holistic, forward-looking view of our clients’ life situations.
Work Experience
- 2017 – Today Director at Lakefield Partners AG
- 2003 – Today Founder & Managing Director - Financial Architects Switzerland
- 2008 – 2011 Partner and Co-Founder – Swiss Asset Management
- 1999 – 2002 Financial Consultant – Zurich Financial Services
Education
- 2006 – 2007 Academy St. Gallen – Banking Specialist with Federal Diploma
- 2002 – 2003 University of Applied Sciences St. Gallen – Postgraduate Diploma in Financial Consulting FH
- 1999 – 2001 Academy St. Gallen – Financial Planner with Federal Diploma