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Christopher is a British/Swiss dual national. An active Rotarian (President-Elect of Rotary Club Lausanne International). He is a Paul Harris Fellow, in recognition of service to Rotary and the Community, and a Chartered Fellow of the London Foundation for Banking and Finance.

He is a passionate motorcyclist, and loves Indian food and robust French and Italian red wine (not all at once)! He also loves trail-running, exploring Switzerland (and its excellent wine!), and, nowadays watching Rugby Union and Cricket and is a “lifelong” Nottingham Forest football fan. He loves the music of Muse and Queen and is proud to support the Mercury Phoenix Trust.

Qualifications/Certifications:

• North American Securities Administrators Association: US Series 65 (Registered Investment Advisor)
• LIBF, London: the Advanced Diploma for Financial Advisers, The Certificate in Long Term Care and Later Life Planning, PETR Pension Transfers, Certificate of Regulated General Insurance.
• IE University, Madrid: Navigating Capital Markets

Specialist areas

• Swiss tax-optimisation including tax-deductible retirement and insurance plans.
• Tax-optimised investments including for US Persons and US Nationals. In the case of US clients fully Compliant US portfolios with all necessary Reporting provided.
• Succession planning including Will writing and Corporations/Trusts, when suitable.
• Primary and Secondary residential mortgages in Switzerland, France, and Spain.
• Cross-border tax-efficient financial planning when you or your assets are in different countries or plan to be so, such as retiring/partially retiring to a different country.
• Extensive experience in bespoke insurance such as corporate international private medical insurance, Kidnap-and-Ransom insurance, high-risk athletes/sportsmen/women and other high-risk occupations, high-profile individuals, and their at-risk family members.
• Extensive experience in Swiss company pensions including bespoke Executive Pensions for high-earning executives to maximise investment freedom and maximise remuneration via the pension system. (benefits Employer and Executive).
• External Independent adviser to Family Offices.

We have established top-flight product and service partners with outstanding solutions for clients within most levels of wealth, from younger people starting out putting money aside, to High and Ultra-High Net Worth and Corporate clients.

Chris still has many clients from over 25 years ago and his clients include other Financial Services counterparties who are too busy to manage their affairs, CEOs of multinationals, entrepreneurs, and even a top-flight business school – but he is happy to speak to anyone serious about their financial planning and wanting to “get started” on planning for their future. He has taken great pride in getting clients started in saving and investing in their very early 20s through to clients at the other end of the age band, planning their retirement assets and, of course, much in between.

An introduction to
The Spectrum IFA Group in Switzerland

Mortgages in Switzerland