Sammy Macvicar
Dubai - UAE (CBUAE)
Max was super helpful and efficient...
Max was super helpful and efficient - answering all my queries honestly and professionally! Very impressed!
Kate Archer
Bloomberg
Geneva - Switzerland (ARIF)
Peter's reliability and professionalism gives me peace of mind
Peter is a professional and trusted advisor. His reliability and professionalism gives me peace of mind, so I know everything is being taken care of. Even though I’m now based outside of Switzerland, Peter provides the same high level of service and support over the phone and by e-mail. Despite the coronavirus crisis, the quality of support and advice was not compromised in anyway. Many thanks for your valuable help and guidance.
Ian McGeorge
Robert De Angeli has always understood our needs and guided us with quiet competence
Robert De Angeli has been my family’s financial advisor for some 10 years now. As a self-employed expatriate professional the correct financial advice is critical for our future. Our goal has been saving towards eventual retirement and Robert has always understood our needs and guided us with quiet competence. He has gained our trust through his sound advice and his professional and friendly manner. He has been a consistent and reliable advisor and it is always a pleasure to meet up with him for our regular review sessions. I am happy to recommend Robert to any expatriate seeking advice on investment for saving towards retirement.
Sammy Macvicar
Dubai - UAE (CBUAE)
Max was Super Helpful and Efficient...
Max was super helpful and efficient - answering all my queries honestly and professionally! Very impressed!
Greg Satnarine
Chief Financial Officer / Chief Operating Officer at Bank Audi (Suisse) SA
Geneva - Switzerland (ARIF)
Very competent and client focused
Peter is a very competent client-focused professional. Down-to-earth and a pleasure to work with.
Joshua Hurrell
Technical Services Manager
Mark Tucker is Personable and flexible
As my Private Wealth Partner, Mark Tucker is very personable and flexible with me and we have worked on some practical and achievable goals for my financial planning. Mark understands my apprehension and has setup plans tailored to my approach. I would recommend working with Mark to improve your financial planning and money management.
Carmel Sexton
Director Product Operations Takeda
Geneva - Switzerland (ARIF)
Very professional and personable individual
I've been working with Peter for the last year and have found him to be a very professional as well as personable individual. His investment advice has been sound and he has been exceptionally helpful in clarifying the various Swiss pension rules & regulations for me. I highly recommend Peter.
Andres Anaya
Great service and super helpful team...
Great service and super helpful team. Great personalized options and recommendations for investing.
Matthew Brown
Project Manager / Lead CQV Engineer – Buffer Systems – FUJIFILM Biotechnologies
Clear communication and integrity
What sets Kieran Tween apart is his clear communication and integrity. He ensures you understand your options and their implications for your financial health.
Owen Bethell
Trustworthy Experience
Trustworthy approach to client engagement - the team makes you feel comfortable managing your money effectively and at a level of risk appropriate for your situation. Strongly recommend for those with a long term outlook!
