I am committed to supporting more individuals to invest with confidence

Welcome

to ETFMandate

ETFMandate is the newsletter platform, where investment decisions and product selections are made with competence and complete independence. My Newsletters offer a clear, straightforward approach to investing, empowering you to navigate the complex financial markets with confidence and ease.

Meet Micha

For as long as I can remember, I have had a lifelong passion for investing. This passion only intensified after completing my master’s degree in banking and finance at the University of St. Gallen M.A. HSG + Financial Advisor IAF. Over the next 25 years, I honed my skills in the financial sector working as a Senior Portfolio Manager, Investment Consultant & Writer, Product Specialist and Business Manager for global institutions including Credit Suisse and Bank Julius Baer among others.

Throughout this process, after overseeing nearly $1.2B in investments with global financial institutions, one thing became clear to me: Individual investors needed a more transparent, efficient and objective way to manage their investments. Traditional banks and brokerages can charge hidden fees or may provide biased investment advice influenced by commission structures, which the average investor might not be aware of. This realization highlighted the importance of offering a clear and fair alternative.

Knowledge is power, and I started ETFMandate with the aim of empowering individual investors. By providing service with zero commissions, full transparency and timely insights into the financial markets, I am dedicated to supporting more people to invest with confidence and take control of their financial future.

Micha Patrik Bühlmann

M.A. HSG – Financial Advisor IAF

Registered Swiss Client Advisor (MB26850)

Ombudsman FinSA: FINOS

My Values

Transparency

I am committed to bringing full transparency to the world of investing. This means, no hidden fees, no affiliations with specific investment solutions, ensuring unbiased and clear guidance for investors.

Honesty

I am dedicated to the principle of honesty, always speaking the truth and my genuine, independent insights about investing.

My clients’ success stories are my success stories, and these achievements are founded on a bedrock of honesty and trust.

Pursuit of Excellence

My commitment is towards constantly seeking improvements. I am never satisfied with the status quo.

This relentless pursuit of excellence is reflected in my thorough research and analysis process, ensuring that I provide the highest standard of service and insights.

Client-Centered

I launched ETFMandate with firm dedication to putting the interests of investors first, above those of banks and brokerages.

At the core of my approach is a strong commitment to focus on addressing the unique requirements and goals of each client.

My Mission:

To empower individual investors with honest, timely, and easy-to-understand investment insights, helping them achieve their financial goals

Tired of missing out on lucrative investment opportunities?

Whenever I identify a promising investment opportunity to either buy or sell, I will instantly send you a Newsletter containing my expert advice and rationale to guide your investment decisions.