{"id":6874,"date":"2025-05-06T16:52:15","date_gmt":"2025-05-06T14:52:15","guid":{"rendered":"https:\/\/legal12tablesavocats.ch\/?page_id=6874"},"modified":"2026-03-17T10:49:25","modified_gmt":"2026-03-17T09:49:25","slug":"finanzintermediaer-in-zuerich","status":"publish","type":"page","link":"https:\/\/legal12tablesavocats.ch\/de\/finanzintermediaer-in-zuerich\/","title":{"rendered":"Ihr Finanzintermedi\u00e4r in Z\u00fcrich"},"content":{"rendered":"<style>.elementor-6874 .elementor-element.elementor-element-11a0e67d > .elementor-container{min-height:400px;}.elementor-6874 .elementor-element.elementor-element-11a0e67d:not(.elementor-motion-effects-element-type-background), .elementor-6874 .elementor-element.elementor-element-11a0e67d > .elementor-motion-effects-container > .elementor-motion-effects-layer{background-color:var( --e-global-color-accent );}.elementor-6874 .elementor-element.elementor-element-11a0e67d > 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.elementor-widget-container{padding:0px 0px 0px 0px;}.elementor-6874 .elementor-element.elementor-element-e7d0ccc{padding:20px 20px 20px 20px;}.elementor-6874 .elementor-element.elementor-element-1e498882{margin-top:0px;margin-bottom:30px;padding:20px 20px 20px 20px;}}@media(min-width:1025px){.elementor-6874 .elementor-element.elementor-element-11a0e67d > .elementor-background-overlay{background-attachment:fixed;}}<\/style>\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"6874\" class=\"elementor elementor-6874 elementor-6861\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-11a0e67d elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"11a0e67d\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7212a578\" data-id=\"7212a578\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-380c3779 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"380c3779\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7db1d1f1\" data-id=\"7db1d1f1\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5e3b86b1 elementor-widget elementor-widget-text-editor\" data-id=\"5e3b86b1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"494\" data-end=\"775\">Bei der <a href=\"https:\/\/legal12tablesavocats.ch\/de\/\">Schweizer Anwaltskanzlei <\/a><strong data-start=\"527\" data-end=\"565\">Legal XII Tables Avocats in Z\u00fcrich<\/strong> ist RA Lionel Patrick Serex der Selbstregulierungsorganisation des Schweizerischen Anwaltsverbandes (SRO SAV\/SNV) als <strong data-start=\"684\" data-end=\"715\">Finanzintermedi\u00e4r in Z\u00fcrich<\/strong> angeschlossen und untersteht dem Geldw\u00e4schereigesetz (GwG).<\/p><p data-start=\"777\" data-end=\"1079\">Als <strong data-start=\"781\" data-end=\"805\">Anwalt LBA in Z\u00fcrich<\/strong> und <strong data-start=\"810\" data-end=\"839\">Finanzintermedi\u00e4r OAR-FSA<\/strong> begleitet Me Serex Unternehmen und Privatpersonen bei sensiblen Finanztransaktionen und gew\u00e4hrleistet h\u00f6chste Standards in Bezug auf Compliance (KYC), Sicherheit und Vertraulichkeit \u2013 insbesondere im Rahmen von <strong data-start=\"1051\" data-end=\"1078\">Escrow Konten in Z\u00fcrich<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ea46c29 elementor-widget elementor-widget-button\" data-id=\"7ea46c29\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/legal12tablesavocats.ch\/de\/ihre-online-rechtsberatung\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Finanzintermedi\u00e4r kontaktieren<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-e7d0ccc elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e7d0ccc\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2e2e1a56\" data-id=\"2e2e1a56\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3c82970d elementor-widget elementor-widget-heading\" data-id=\"3c82970d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Was ist ein Finanzintermedi\u00e4r?\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-22119c8e elementor-widget elementor-widget-text-editor\" data-id=\"22119c8e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"1166\" data-end=\"1328\">Nach dem GwG ist ein Finanzintermedi\u00e4r eine Person, die berufsm\u00e4ssig fremde Verm\u00f6genswerte annimmt, aufbewahrt oder bei deren Anlage oder \u00dcbertragung unterst\u00fctzt.<\/p><p data-start=\"1330\" data-end=\"1503\">Auf Grundlage dieser offiziellen Zulassung bietet RA Lionel Patrick Serex \u2013 <strong data-start=\"1406\" data-end=\"1437\">Finanzintermedi\u00e4r in Z\u00fcrich<\/strong> \u2013 sichere, transparente und gesetzeskonforme Dienstleistungen an.<\/p><p data-start=\"1505\" data-end=\"1710\">Als <strong data-start=\"1509\" data-end=\"1540\">Anwalt f\u00fcr Escrow in Z\u00fcrich<\/strong> fungiert er als vertrauensw\u00fcrdige Drittpartei bei komplexen Transaktionen und stellt \u00fcber <strong data-start=\"1631\" data-end=\"1658\">Escrow Konten in Z\u00fcrich<\/strong> oder Treuhandkonten eine sichere Abwicklung sicher.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-26aafb7c elementor-widget elementor-widget-heading\" data-id=\"26aafb7c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Welche Arten der Finanzintermediation bieten wir an?\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-70f7df23 elementor-widget elementor-widget-text-editor\" data-id=\"70f7df23\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"1781\" data-end=\"1905\">Unsere Kanzlei ist als <strong data-start=\"1804\" data-end=\"1846\">Escrow OAR Finanzintermedi\u00e4r in Z\u00fcrich<\/strong> t\u00e4tig und unterst\u00fctzt insbesondere in folgenden Bereichen:<\/p><ul data-start=\"1907\" data-end=\"2348\"><li data-start=\"1907\" data-end=\"1977\"><p data-start=\"1909\" data-end=\"1977\"><strong data-start=\"1909\" data-end=\"1928\">Depotverwahrung<\/strong>, insbesondere \u00fcber Treuhand- und Escrow Konten<\/p><\/li><li data-start=\"1978\" data-end=\"2016\"><p data-start=\"1980\" data-end=\"2016\"><strong data-start=\"1980\" data-end=\"1995\">Anlagehilfe<\/strong> f\u00fcr Verm\u00f6genswerte<\/p><\/li><li data-start=\"2017\" data-end=\"2079\"><p data-start=\"2019\" data-end=\"2079\"><strong data-start=\"2019\" data-end=\"2054\">Unterst\u00fctzung bei \u00dcbertragungen<\/strong> von Geldern und Assets<\/p><\/li><li data-start=\"2080\" data-end=\"2103\"><p data-start=\"2082\" data-end=\"2103\"><strong data-start=\"2082\" data-end=\"2101\">Zahlungsverkehr<\/strong><\/p><\/li><li data-start=\"2104\" data-end=\"2190\"><p data-start=\"2106\" data-end=\"2190\"><strong data-start=\"2106\" data-end=\"2148\">Verwaltung von Escrow Konten in Z\u00fcrich<\/strong> (Immobilien, M&amp;A, Krypto-Transaktionen)<\/p><\/li><li data-start=\"2191\" data-end=\"2303\"><p data-start=\"2193\" data-end=\"2303\"><strong data-start=\"2193\" data-end=\"2261\">Kauf und Verkauf von Luxusg\u00fctern oder wertvollen Verm\u00f6genswerten<\/strong>, einschliesslich Aktien von Unternehmen<\/p><\/li><li data-start=\"2304\" data-end=\"2348\"><p data-start=\"2306\" data-end=\"2348\"><strong data-start=\"2306\" data-end=\"2346\">Verwaltung komplexer Finanzgesch\u00e4fte<\/strong><\/p><\/li><\/ul><p data-start=\"2350\" data-end=\"2501\">Dabei arbeiten wir mit renommierten Schweizer Banken wie UBS oder ZKB zusammen, um maximale Sicherheit und regulatorische Konformit\u00e4t zu gew\u00e4hrleisten.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7db6095 elementor-widget elementor-widget-button\" data-id=\"7db6095\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/legal12tablesavocats.ch\/de\/ihre-online-rechtsberatung\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Finanzintermedi\u00e4r kontaktieren<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fb0a563 elementor-widget elementor-widget-heading\" data-id=\"fb0a563\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Welche Arten der Finanzintermediation bieten wir an?\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-617da3e elementor-widget elementor-widget-text-editor\" data-id=\"617da3e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2 data-start=\"2508\" data-end=\"2561\">\ud83d\udd10 <strong data-start=\"2514\" data-end=\"2561\">Spezialisierung auf Escrow &amp; GwG-Compliance<\/strong><\/h2><p data-start=\"2563\" data-end=\"2626\">Als <strong data-start=\"2567\" data-end=\"2594\">Anwalt Escrow in Z\u00fcrich<\/strong> ber\u00e4t Me Serex regelm\u00e4ssig bei:<\/p><ul data-start=\"2628\" data-end=\"2783\"><li data-start=\"2628\" data-end=\"2663\"><p data-start=\"2630\" data-end=\"2663\"><strong data-start=\"2630\" data-end=\"2661\">Escrow Immobilien in Z\u00fcrich<\/strong><\/p><\/li><li data-start=\"2664\" data-end=\"2685\"><p data-start=\"2666\" data-end=\"2685\">M&amp;A-Transaktionen<\/p><\/li><li data-start=\"2686\" data-end=\"2725\"><p data-start=\"2688\" data-end=\"2725\">Krypto- und digitale Verm\u00f6genswerte<\/p><\/li><li data-start=\"2726\" data-end=\"2783\"><p data-start=\"2728\" data-end=\"2783\">Strukturierung von Treuhandkonten und Escrow L\u00f6sungen<\/p><\/li><\/ul><p data-start=\"2785\" data-end=\"2916\">Alle Mandate werden unter strikter Einhaltung der GwG-\/KYC-Vorgaben gef\u00fchrt und profitieren vom Schutz des <strong data-start=\"2892\" data-end=\"2915\">Anwaltsgeheimnisses<\/strong>.<\/p><hr data-start=\"2918\" data-end=\"2921\" \/><h2 data-start=\"2923\" data-end=\"2974\">\ud83e\udd1d <strong data-start=\"2929\" data-end=\"2974\">Warum Legal XII Tables Avocats in Z\u00fcrich?<\/strong><\/h2><ul data-start=\"2976\" data-end=\"3253\"><li data-start=\"2976\" data-end=\"3041\"><p data-start=\"2978\" data-end=\"3041\">Anerkannte Expertise als <strong data-start=\"3003\" data-end=\"3039\">Finanzintermedi\u00e4r Z\u00fcrich OAR-FSA<\/strong><\/p><\/li><li data-start=\"3042\" data-end=\"3104\"><p data-start=\"3044\" data-end=\"3104\">Pers\u00f6nliche Betreuung durch <strong data-start=\"3072\" data-end=\"3102\">Me Serex Finanzintermedi\u00e4r<\/strong><\/p><\/li><li data-start=\"3105\" data-end=\"3167\"><p data-start=\"3107\" data-end=\"3167\">Sichere Abwicklung \u00fcber Escrow Konten und Treuhandl\u00f6sungen<\/p><\/li><li data-start=\"3168\" data-end=\"3218\"><p data-start=\"3170\" data-end=\"3218\">Strikte Einhaltung der GwG- und FINMA-Vorgaben<\/p><\/li><li data-start=\"3219\" data-end=\"3253\"><p data-start=\"3221\" data-end=\"3253\">Pr\u00e4senz in <strong data-start=\"3232\" data-end=\"3251\">Z\u00fcrich und Genf<\/strong><\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b2f89d0 elementor-widget elementor-widget-button\" data-id=\"b2f89d0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/legal12tablesavocats.ch\/de\/ihre-online-rechtsberatung\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Finanzintermedi\u00e4r kontaktieren<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1e498882 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1e498882\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5aedb3bb\" data-id=\"5aedb3bb\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-654739ec elementor-widget elementor-widget-heading\" data-id=\"654739ec\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Wichtige Fragen zur Finanzintermediation\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3801320b elementor-widget elementor-widget-n-accordion\" data-id=\"3801320b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;default_state&quot;:&quot;expanded&quot;,&quot;max_items_expended&quot;:&quot;one&quot;,&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:400,&quot;sizes&quot;:[]}}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Open links with Enter or Space, close with Escape, and navigate with Arrow Keys\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-9390\" class=\"e-n-accordion-item\" open>\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"true\" aria-controls=\"e-n-accordion-item-9390\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Was ist ein Finanzintermedi\u00e4r? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9390\" class=\"elementor-element elementor-element-7db83dfc e-con-full e-flex e-con e-child\" data-id=\"7db83dfc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9390\" class=\"elementor-element elementor-element-53f82359 e-flex e-con-boxed e-con e-child\" data-id=\"53f82359\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ec15f46 elementor-widget elementor-widget-text-editor\" data-id=\"ec15f46\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"\" data-start=\"1921\" data-end=\"2289\">Ein Finanzintermedi\u00e4r ist eine Person oder ein Unternehmen, das als Bindeglied zwischen Kundinnen und Kunden und dem Finanzsystem fungiert. Dazu geh\u00f6ren z.\u202fB. Anlageberater, Verm\u00f6gensverwalter, Treuh\u00e4nder, Notare oder Versicherungsvermittler. Sie helfen dabei, Verm\u00f6gen zu verwalten, zu investieren, zu \u00fcbertragen oder zu sch\u00fctzen.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-9391\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-9391\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Warum sollte man einen Finanzintermedi\u00e4r beiziehen? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9391\" class=\"elementor-element elementor-element-7993c19 e-con-full e-flex e-con e-child\" data-id=\"7993c19\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9391\" class=\"elementor-element elementor-element-67aa0ee7 e-flex e-con-boxed e-con e-child\" data-id=\"67aa0ee7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-16858efa elementor-widget elementor-widget-text-editor\" data-id=\"16858efa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"\" data-start=\"2291\" data-end=\"2581\">Ein Finanzintermedi\u00e4r bietet professionelle Beratung, sch\u00fctzt vor teuren Fehlern und spart Zeit. Zudem er\u00f6ffnet er Zugang zu Finanzprodukten, Verm\u00f6gensverwaltungsdiensten oder Finanzierungsl\u00f6sungen, die man alleine oft nicht erh\u00e4lt.<\/p><p class=\"\" data-start=\"2583\" data-end=\"2664\">\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-9392\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-9392\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Welche Arten von Finanzintermediation gibt es? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9392\" class=\"elementor-element elementor-element-6072860f e-flex e-con-boxed e-con e-child\" data-id=\"6072860f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9392\" class=\"elementor-element elementor-element-13093b5 e-con-full e-flex e-con e-child\" data-id=\"13093b5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-396260ce elementor-widget elementor-widget-text-editor\" data-id=\"396260ce\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"\" data-start=\"2583\" data-end=\"2664\">Es gibt verschiedene Formen:<\/p><ul data-start=\"2666\" data-end=\"3032\"><li class=\"\" data-start=\"2666\" data-end=\"2741\"><p class=\"\" data-start=\"2668\" data-end=\"2741\"><strong data-start=\"2668\" data-end=\"2692\">Verm\u00f6gensverwaltung:<\/strong> Beratung oder direkte Verwaltung Ihrer Anlagen<\/p><\/li><li class=\"\" data-start=\"2742\" data-end=\"2819\"><p class=\"\" data-start=\"2744\" data-end=\"2819\"><strong data-start=\"2744\" data-end=\"2766\">Kreditvermittlung:<\/strong> Suche und Verhandlung von Hypotheken oder Krediten<\/p><\/li><li class=\"\" data-start=\"2820\" data-end=\"2907\"><p class=\"\" data-start=\"2822\" data-end=\"2907\"><strong data-start=\"2822\" data-end=\"2854\">Steuer- und Nachlassplanung:<\/strong> Steueroptimierung und Strukturierung des Verm\u00f6gens<\/p><\/li><li class=\"\" data-start=\"2908\" data-end=\"2970\"><p class=\"\" data-start=\"2910\" data-end=\"2970\"><strong data-start=\"2910\" data-end=\"2927\">Versicherung:<\/strong> Suche nach optimalem Versicherungsschutz<\/p><\/li><li class=\"\" data-start=\"2971\" data-end=\"3032\"><p class=\"\" data-start=\"2973\" data-end=\"3032\"><strong data-start=\"2973\" data-end=\"2993\">Treuhanddienste:<\/strong> Buchhaltung, Firmengr\u00fcndung und mehr<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-9393\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-9393\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Wann ist ein Finanzintermedi\u00e4r sinnvoll? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9393\" class=\"elementor-element elementor-element-25e41591 e-flex e-con-boxed e-con e-child\" data-id=\"25e41591\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9393\" class=\"elementor-element elementor-element-1322a65c e-con-full e-flex e-con e-child\" data-id=\"1322a65c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4dada87b elementor-widget elementor-widget-text-editor\" data-id=\"4dada87b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"\" data-start=\"3034\" data-end=\"3330\">Immer dann, wenn wichtige finanzielle Entscheidungen anstehen \u2013 etwa bei Investitionen, Nachlassplanung oder Immobilienkauf \u2013 oder wenn Sie Ihre Steuer- oder Verm\u00f6genssituation optimieren m\u00f6chten. Besonders empfehlenswert f\u00fcr Selbstst\u00e4ndige und KMU.<\/p><p class=\"\" data-start=\"3332\" data-end=\"3708\">\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-9394\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"5\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-9394\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Wie findet man einen Finanzintermedi\u00e4r in der Schweiz? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9394\" class=\"elementor-element elementor-element-6d007088 e-flex e-con-boxed e-con e-child\" data-id=\"6d007088\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9394\" class=\"elementor-element elementor-element-1aea5cd0 e-con-full e-flex e-con e-child\" data-id=\"1aea5cd0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-66803ddd elementor-widget elementor-widget-text-editor\" data-id=\"66803ddd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"\" data-start=\"3332\" data-end=\"3708\">W\u00e4hlen Sie einen Fachmann, der bei einer anerkannten Aufsichtsorganisation registriert ist (z.\u202fB. <strong data-start=\"3491\" data-end=\"3500\">FINMA<\/strong> oder eine SRO wie <strong data-start=\"3519\" data-end=\"3527\">ARIF<\/strong>, <strong data-start=\"3529\" data-end=\"3539\">SO-FIT<\/strong>, usw.). Pr\u00fcfen Sie Qualifikationen, Zulassungen und besprechen Sie die Honorare im Voraus. Empfehlungen aus dem pers\u00f6nlichen Umfeld sind oft besonders vertrauensw\u00fcrdig.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<script type=\"application\/ld+json\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"Was ist ein Finanzintermedi\\u00e4r?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Ein Finanzintermedi\\u00e4r ist eine Person oder ein Unternehmen, das als Bindeglied zwischen Kundinnen und Kunden und dem Finanzsystem fungiert. Dazu geh\\u00f6ren z.\\u202fB. Anlageberater, Verm\\u00f6gensverwalter, Treuh\\u00e4nder, Notare oder Versicherungsvermittler. Sie helfen dabei, Verm\\u00f6gen zu verwalten, zu investieren, zu \\u00fcbertragen oder zu sch\\u00fctzen.\"}},{\"@type\":\"Question\",\"name\":\"Warum sollte man einen Finanzintermedi\\u00e4r beiziehen?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Ein Finanzintermedi\\u00e4r bietet professionelle Beratung, sch\\u00fctzt vor teuren Fehlern und spart Zeit. Zudem er\\u00f6ffnet er Zugang zu Finanzprodukten, Verm\\u00f6gensverwaltungsdiensten oder Finanzierungsl\\u00f6sungen, die man alleine oft nicht erh\\u00e4lt.\\u00a0\"}},{\"@type\":\"Question\",\"name\":\"Welche Arten von Finanzintermediation gibt es?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Es gibt verschiedene Formen:Verm\\u00f6gensverwaltung: Beratung oder direkte Verwaltung Ihrer AnlagenKreditvermittlung: Suche und Verhandlung von Hypotheken oder KreditenSteuer- und Nachlassplanung: Steueroptimierung und Strukturierung des Verm\\u00f6gensVersicherung: Suche nach optimalem VersicherungsschutzTreuhanddienste: Buchhaltung, Firmengr\\u00fcndung und mehr\"}},{\"@type\":\"Question\",\"name\":\"Wann ist ein Finanzintermedi\\u00e4r sinnvoll?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Immer dann, wenn wichtige finanzielle Entscheidungen anstehen \\u2013 etwa bei Investitionen, Nachlassplanung oder Immobilienkauf \\u2013 oder wenn Sie Ihre Steuer- oder Verm\\u00f6genssituation optimieren m\\u00f6chten. Besonders empfehlenswert f\\u00fcr Selbstst\\u00e4ndige und KMU.\\u00a0\"}},{\"@type\":\"Question\",\"name\":\"Wie findet man einen Finanzintermedi\\u00e4r in der Schweiz?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"W\\u00e4hlen Sie einen Fachmann, der bei einer anerkannten Aufsichtsorganisation registriert ist (z.\\u202fB. FINMA oder eine SRO wie ARIF, SO-FIT, usw.). Pr\\u00fcfen Sie Qualifikationen, Zulassungen und besprechen Sie die Honorare im Voraus. Empfehlungen aus dem pers\\u00f6nlichen Umfeld sind oft besonders vertrauensw\\u00fcrdig.\"}}]}<\/script>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Bei der Schweizer Anwaltskanzlei Legal XII Tables Avocats in Z\u00fcrich ist RA Lionel Patrick Serex der Selbstregulierungsorganisation des Schweizerischen Anwaltsverbandes (SRO SAV\/SNV) als Finanzintermedi\u00e4r in Z\u00fcrich angeschlossen und untersteht dem Geldw\u00e4schereigesetz (GwG). Als Anwalt LBA in Z\u00fcrich und Finanzintermedi\u00e4r OAR-FSA begleitet Me Serex Unternehmen und Privatpersonen bei sensiblen Finanztransaktionen und gew\u00e4hrleistet h\u00f6chste Standards in Bezug [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-6874","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Ihr Finanzintermedi\u00e4r in Z\u00fcrich | Legal XII Tables Avocats<\/title>\n<meta name=\"description\" content=\"Vertrauen Sie auf Legal XII Tables Avocats als Ihren zuverl\u00e4ssigen Finanzintermedi\u00e4r in Z\u00fcrich, Genf und in der ganzen Schweiz.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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