Zurich, Switzerland
Finance, technology & investing.
I'm Felipe, a finance professional in Zurich. I work with Swiss businesses, build tools for financial workflows, and explore how technology is changing finance and investing.
Currently in accounting and process development at Burkhart & Partners.
Work & interests
Finance in practice
Accounting, reporting, VAT and year-end work for Swiss businesses. My focus is on reliable numbers and understanding the business behind them.
Tools & automation
I build and test tools for financial workflows, using APIs and AI where they are useful. The aim is less manual work, clearer processes and outputs that can be checked.
Investing & fintech
I follow businesses, capital markets and the technology behind financial services, with a particular interest in Bitcoin and financial infrastructure.
Writing
Notes on businesses, markets and financial technology.
- The suitability of VaR in managing economic uncertainty
A look at Value at Risk, its assumptions, and the limits of using historical data to understand uncertainty.
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About
My background spans finance, investment analysis and research. Before my current work with Swiss SMEs, I supported investment analysis and reporting in Geneva and researched corporate disclosures at the University of St.Gallen. Earlier, I worked in product management in Munich.
I studied industrial engineering and financial economics. I'm interested in how businesses work, how capital is allocated, and where better technology can make a practical difference.
Away from the desk, I'm usually cycling, swimming, running or in the mountains.
More about my backgroundAlways happy to exchange ideas about finance, fintech and investing.
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