Max Gerstein is an award-winning financial adviser with a proven track record of guiding international clients toward long-term financial security and growth. With extensive experience across major financial hubs including Geneva and Dubai, Max brings a deep understanding of global wealth strategies and cross-border financial planning.
Managing a client base of over 500 individuals and businesses, and overseeing assets in excess of $30 million, Max specialises in creating tailored solutions that help clients build, protect, and sustain their wealth across multiple jurisdictions.
Recognised as Top Servicing Advisor and part of the team that won Best in Client Servicing at the International Investment Awards, Max’s reputation is built on trust, transparency, and consistently delivering exceptional client outcomes.
His holistic approach goes beyond investment alone, encompassing property strategy, estate planning, tax structuring, trusts, and risk protection. With professional qualifications from Chartered Institute for Securities & Investment (CISI) and Cyprus Securities and Exchange Commission (CySEC), Max brings clarity and structure to even the most complex financial landscapes.
His philosophy is simple: financial planning should give people the freedom to live well today while feeling confident about tomorrow.
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