| Name: | Christopher Eaborn – Chartered Financial Adviser | |
| Phone: | +41 78 901 0609 | |
| E-mail: | chris.eaborn@spectrum-ifa.com admin.ch@spectrum-ifa.com |
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| Office address: | Avenue d’Ouchy 14, 1006 Lausanne, Switzerland Swiss Financial Market Supervisory Authority (FINMA) No. F01460466. (Authorised in both Life and Non-Life business). Swiss Register of Client Advisers, ARIF No. 16569 |
Christopher Eaborn is a British/Swiss dual national and is a financial planner with over 30 years’ experience.
His clients range from busy professionals to Board Level executives, Entrepreneurs and even Professional Investors.
“I work with anyone serious about getting started or reviewing their long-term financial planning to help them set up a coherent and secure plan to simplify their financial life, and to help them build and protect their assets at every stage.
The right product for the right task is extremely important so, even with highly experienced clients, I hope to add value in their decision-making process through my own experience and a comprehensive knowledge of the wide range of product and service providers in the market place”.
Chris is an active Rotarian (Current President 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, a Chartered Member of the Chartered Institute for Securities and Investment (UK), Member of the Chartered Insurance Institute (UK) and of the Association Romande des Intermédiaires Financiers (ARIF) in Switzerland.
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, Navigating Fixed Income, Understanding Equity, Risk Management and Portfolio Construction.
- VBV/AFA Association pour la formation professionnelle en assurance (Switzerland): Intermédiaire d’assurance AFA.
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: Creating or Updating a Swiss Will. Creation of Family Office/Trusts, when suitable.
- Mortgages: Primary and Secondary residential mortgages in Switzerland, France, and Spain.
- Cross-border/split-residency financial and retirement planning.
- Swiss company pensions, including both Mandatory LPP schemes and bespoke Executive Pensions for high-earning executives to maximise investment freedom and increase buyback capacity.
- External Independent advice to Family Offices.
The Spectrum IFA Group has 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 to Corporate clients.