Wealth Consultant
CurrentI help clients understand the opportunities, benefits & entitlements that are available here in Switzerland, including taking your Swiss pension with you when you move on.I partner clients in Wealth Creation and Wealth Preservation to ensure their needs and aspirations are met for themselves & their families whilst they are working here . In addition, for clients that are likely to relocate or repatriate, I help clients look beyond Swiss shores, & at international investments… Show more I help clients understand the opportunities, benefits & entitlements that are available here in Switzerland, including taking your Swiss pension with you when you move on.I partner clients in Wealth Creation and Wealth Preservation to ensure their needs and aspirations are met for themselves & their families whilst they are working here . In addition, for clients that are likely to relocate or repatriate, I help clients look beyond Swiss shores, & at international investments that are easily portable & work in other jurisdictions. I provide estate planning & asset protection advice in safe & tax efficient international jurisdictions.If you have worked in the UK and have a 'frozen' pension I can also show you the distinct advantages of a SIPP and pension transfer. Show less