About me
Moin! I am Léon
Financial and insurance advice - With clear values for long-term success
My name is Léon and I am the founder of Hansa Private Advisory. But why “Hansa” Private Advisory? My roots lie in the north of Germany, in the Hanseatic city of Lüneburg, where I grew up with a distinctly Northern German – yes, in many ways Hanseatic – mentality. Values such as reliability, fairness and vision shape not only my origins but also my professional approach.
My career
My experience in the financial sector ranges from my business studies in Madrid to several years working for one of the Big Four and my work for an investment fund in Luxembourg. During this time I was able to build up in-depth expertise in the areas of finance and insurance, capital markets and strategic consulting. I incorporate this knowledge into my advisory in order to offer my clients not just theoretical concepts, but practical, tried-and-tested solutions.
My claim
My goal is not simply to sell financial or insurance products, but to be a reliable and responsible partner for my clients. Financial and insurance decisions are long-term decisions - they require individual, transparent and honest advice. That's why I take my time, listen carefully and develop tailor-made solutions that meet my clients' actual needs. My focus is not on short-term profit, but on a stable, trusting business relationship that lasts in the long term.
My philosophy
I am guided by the traditional Hanseatic virtues of the honorable merchant - trust, integrity and social responsibility . For me, these values are not outdated ideals, but the foundation for sustainable economic success.
Personal interaction is becoming increasingly important, particularly in an industry that is increasingly characterized by digital offerings and automated processes. Algorithms may be able to calculate low rates - but it is human expertise that makes the decisive difference. I support my customers with foresight and responsibility so that they can make well-founded decisions that offer them long-term security.
I am convinced that Hanseatic values are timeless guidelines for sustainable entrepreneurial success . Those who rely on honesty, reliability and responsible action not only benefit economically, but also build a strong, trustworthy reputation. In a constantly changing world, these values remain a reliable constant - and make the difference between short-term success and long-term stability .
Sustainable financial advice with expertise
I am officially a "Certified ESG Advisor" according to the standards of the European Financial Planner Association (EFPA).
With in-depth knowledge of sustainable investments, we support you in making financial decisions in line with ecological, social and ethical criteria.
