At Caveo, we believe financial planning should go far beyond product comparisons, marketing narratives, or simplified metrics like the TER. Meaningful financial decisions require a deeper understanding of how money behaves—across risks, behaviour, liquidity, currency exposure, and long-term structure. This is precisely why we support the podcast derfinanzplaner.

This podcast is not a typical finance show. It is a place where complex concepts become accessible, where advanced topics are translated into practical insight, and where clarity replaces sales talk. No shortcuts. No oversimplification. Just real expertise applied to real-world financial lives in Switzerland.

In the latest episode, host Philippe Muntwyler speaks with Brice Zanetti, Co-Founder of Everon.
It is an episode for listeners who want to move beyond surface-level knowledge—for those who understand that true wealth architecture is more than ETF selection, and that metrics such as correlation, drawdowns, and skewness are far more decisive than whether an ETF is 0.10% cheaper.

For us at Caveo, this is the essence of modern financial planning:
Depth over simplicity. Structure over intuition. Competence over buzzwords.

If you want to understand financial planning as a system—not just a product—this episode is essential.

🎧 Listen to the episode:

YouTube: https://www.youtube.com/watch?v=n5O6GoHGEvk&t=10s

Spotify: https://open.spotify.com/episode/5O5WsIHAXOPAFVuteiaR9c?si=AiN9NXFqTLuwT2qFilmyAg

Caveo proudly presents derfinanzplaner because informed decisions start with informed people—and clarity is the foundation of every strong financial plan.