Having more than 16 years of experience in the financial industry, I’ve lived in eight countries and spent the majority of my professional career between the United Kingdom, the Middle East, Switzerland and Hong Kong.

Since relocating from Geneva in late 2018, I’ve developed a practice that focuses exclusively on European executives, helping them to develop comprehensive plans to accomplish their objectives and ensure that they’re well-prepared for important lifetime transitions.

Drawing on an extensive body of technical expertise and a deep familiarity with the European market, I’m recognized for having a detailed approach to financial planning and I place a strong emphasis on risk management and protection, cashflow analysis, retirement income strategies, and European tax optimization.

Licenses and Qualifications:

  • SFC Authorization – Type 4 (Advising on Securities)
    Securities and Futures Commission
  • SFC Authorization – Type 9 (Asset Management)
    Securities and Futures Commission
  • Authorized Technical Representative (Broker)
    Insurance Authority
  • Level 4 Certificate in Investment Management
    Chartered Financial Analyst Society United Kingdom
  • Level 4 Certificate in Discretionary Investment Management
    Chartered Insurance Institute
  • International Certificate in Wealth & Investment Management
    Chartered Institute for Securities and Investment

Get to know me

I like to spend my time outside of work…

Keeping fit, relaxing with friends and reading books.

My favourite place in the world is…

Europe, for its iconic architecture, rich cultural heritage and diverse cuisines.

The motto I aim to live by is…

“Above all be of single aim; have a legitimate and useful purpose, and devote yourself unreservedly to it” James Allen

Somewhere I’d like to visit but haven’t made it to yet…

The Oeschinen Lake in Kandersteg, Switzerland

The person I’d most like to share a meal and conversation with is…

Most likely my father, who passed away in 2011

The three things guaranteed to make my day better are…

A continental breakfast, a strong espresso and less paperwork

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