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Danièle Felley
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After 30 years in banking and insurance, I wanted to pursue a personal challenge and therefore I created Hélianthe Perspectives. Hélianthe is the other name of the sunflower, which I chose as the emblem for this new adventure. Why the sunflower? Because it is in my image and it symbolises everything that I hold dear: fertility, freedom, development and loyalty. It also represents the promises I make to all those who benefit from my services:

  • To use my expertise and my network to offer them a fertile and serene life
  • To pass on my knowledge to help them make free choices
  • To help them develop through my services
  • And, most of all, to be a loyal and committed partner to my clients.

Having lost my parents at the age of 17, I had to make my way in the sun alone and without support. I know first-hand the anxieties of an uncertain future and this is one of the reasons why I chose to specialise in pension issues: to reassure and offer bright futures. I first switched from banking to insurance because I wanted to offer my services to everyone. Today, I want to go even further and I am committed to passing on my knowledge to as many people as possible. As I am very attached to the notion of freedom and specifically to freedom of choice, I am convinced that this requires an understanding of the issues involved in insurance, knowledge that is unfortunately too often reserved for a certain fringe of the population.


Professional career


2018

General agent
Contractor
AXA Prévoyance - Grand Genève

2009

Member of the management
Supervisor of Baloise Bank Suisse Romande
Baloise Group

2002

Director
Head of Private Banking Department Canton de Vaud
Credit Suisse

1998

Director
Head of Financial Planning Center
Crédit Suisse - Suisse Romande

1993

Branch Manager
Manager
Crédit Suisse


Academic career


2023

Federal Diploma for Pension Fund Experts

2021

Diploma of specialist in occupational pensions

2008

FSEA diploma for adult educators

2002

Federal Certificate of Financial Planner and Financial Advisor

1998

Federal Diploma of Expert in Finance and Investment
CMWA / AZEK

1993

Diploma in Direct Marketing New York University

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