Stephen has been working in Financial Services for over 15 years. After his company in the UK was sold in 2016, he moved to Nyon, Switzerland to build something new. His expertise in constructing robust investment propositions and a client service orientated process is a welcome addition to the Swiss marketplace.
Clients should expect nothing less but a professional service from Stephen and his team. He was elected a Fellow of the Personal Finance Society in the UK in 2015 and is a Chartered Financial Planner. Specialising in Retirement and Later Life planning, Stephen prides himself on the innovative thinking and solid relationships he shares with his clients and their families.
Family is important to Stephen, time spent with his better half, daughter and son is highly valued and not to be missed. You’ll find Stephen outdoors during most weekends; gliding down mountains, swimming in the fresh water lakes or simply walking in the countryside to keep fit and relax.

Jonathan originally arrived in Switzerland in 2011 with his wife Charlotte and settled in Nyon in 2014. Being French and married to a UK national, Jonathan speaks both French and English fluently. Jonathan joined the Financial Services Industry in 2009; he is fully AFA / IFA Swiss Qualified and has successfully assisted more than 500 international professionals make the most of their life in Switzerland. Process driven, dynamic, approachable and ultra-responsive, Jonathan can tailor a Financial Plan to any individual and explain clearly and concisely complex financial matters. In his spare time, Jonathan likes to run, swim, hike and enjoy the beautiful scenery surrounding Nyon.

Originally from Poland, Christopher has lived in Geneva since 2017 but spent many years in Scotland and South-East Asia to build his cultural awareness and his fluent English language skills. Christopher has successfully assisted over 200 international professionals, in both the English and Polish languages, make the most of their life in Switzerland. He is an enthusiastic and positive person who is process driven and extremely organized. In January 2021 Christopher was promoted to Head of Business Development and one of his goals has been to implement a development program to further enhance the Swissential client experience.
In his spare time, Christopher loves to experience art; mainly paintings and photography, and relax on long walks along the Rodan River in Geneva.

Valerio is originally from Italy and lives in the canton of Geneva with his young family. Valerio studied at Bocconi University in Milan from where he has a degree in Business Administration and a Master of Science in Finance. After several years’ Financial Market experience in the UK Valerio became the Italian Branch manager of one of the biggest fx trading companies before moving to Geneva in 2017. Dedicated and enthusiastic about his job, Valerio helps international professionals in Switzerland achieve their financial goals. Valerio’s mantra “I am here” means he is always available to help clients build a brighter future with his help. Trading, investment and financial markets are some of Valerio’s biggest passions and away from finance he plays tennis, enjoys horse riding in Corsier, Geneva and mountain biking.

James is originally from the UK; he moved to Geneva in 2018. James is a fully qualified Financial Planner having been in the industry for over 7 years. Since being in Switzerland, James has been advising International clients on the Swiss System and how to efficiently structure their finances; he is a quick thinker with a well-developed aptitude for forming trusting relationships and an exceptional talent for spotting investment opportunities. In his spare time, James likes to keep fit by skiing and hiking in the mountains.

Harpreet has over fifteen years of first-hand experience in the Private Wealth sector having worked in both local and international financial markets. He was previously a portfolio manager covering international markets, in which his prime activities involved analyzing global market trends and selecting securities within sectors expected to outperform. Industry names he has worked at include FE Fund Info, Killik & Co and Lloyds TSB; where he gained invaluable experience in Private Wealth Management.
Harpreet is also one of few advisers working in the region that holds the Chartered Wealth Manager designation and is a fellow with the Chartered Institute of Securities and Investment (CISI), has graduated with a BSc (Hons) Banking and International Finance degree, and subsequently went on to complete an MSc in Finance at Bayes Business School in London, where he graduated in the top five of his class with distinction.
One should note that his depth of knowledge in each of the products and services that Swissential provide, means that investors can rest assured their assets are in safe hands given that he has a passion for delivering returns and ensuring a high quality of service.

Jeremy is an articulate graduate from Lancaster University with a decorated working passport. Having previously worked in Dubai, Holland and Paris, Jeremy joined Swissential in 2019 as a Senior Business Development Manager. Jeremy is responsible for sourcing new avenues and creating opportunities for Financial Advisers to expand their client base.
In his spare time, you shall find him either up a mountain snow-boarding or swimming in the lake, but rarely standing still.

As a young and ambitious financial planner, I bring a fresh perspective to the table, driven by a passion for excellence and a deep understanding of the multicultural landscape. Fluent in four different languages and well-versed in two others, I thrive in bridging cultural gaps and communicating with clients from diverse backgrounds. My multicultural upbringing has given me a unique advantage in comprehending the intricacies of our globalized world, enabling me to offer tailored financial solutions that cater to your individual circumstances.
Your financial success is my ultimate goal. With Nicolas, you have a reliable partner who through knowledge and empathy, will guide you through the intricacies of international finance, ensuring that you navigate the complexities with confidence and achieve your financial ambitions.
In his spare time, Nicolas enjoys spending time with friends and family, travelling, and working on his language skills, allowing him to dive always deeper into professional and cultural interests.

Thomas is originally from the UK. Thomas joined the Financial Services Industry in 2015 where he started his career in Chester, UK and moved to Switzerland in 2019 to expand his knowledge and experience. Driven, dynamic, and professional, Thomas can provide an exceptional service to prospective and current clients alike. In his spare time, Thomas enjoys extreme sports and loves to explore the natural wonders that Switzerland has to offer.

Daljit, a native of England, commenced his career in finance and has since journeyed to various locations, offering guidance and assistance to individuals in diverse cultures and environments. He finds fulfilment in knowing that he positively influences and improves the lives of his clients through logical and beneficial advice, utilising his knowledge which he has accumulated over 10+ years. (short)

Outside of his role as a nurturing advisor, Daljit finds joy in running and maintaining his fitness. With a significant musical background, he is a member of one of the largest Indian drumming groups, the Ministry of Dhol. Additionally, he actively engages with the community, regularly hosting a pool competition in Geneva, inviting anyone to join and have fun while enjoying some friendly competition.

Gaétan has called Switzerland home since 2000, acquiring an in-depth understanding of the nuances within the Swiss financial system. Specializing in assisting expatriates, he has been providing financial guidance to international clients in Switzerland since 2018. Gaétan is committed to addressing the unique questions and challenges faced by expats, ensuring they receive the most exclusive and personalized financial services.

Privately, Gaétan boasts an extensive network and possesses profound knowledge of the watch industry. A proud member of the GPHG (Grand Prix d'Horlogerie de Genève), he seamlessly combines his passion for timepieces with his financial expertise. During his leisure time, Gaétan can frequently be found at watch events or on golf courses, indulging in his love for watches while enjoying the camaraderie of friends.

Over the course of her professional career, Natalja had the privilege to develop her operational skills from the various sectors of different industries. Her role at Swissential is to support the growth of the company by working with the sales, marketing, and customer service teams.
“Teamwork makes the dream work”. This simple yet profound statement summarizes Natalja’s personal and professional pursuit; displaying a strong determination to take on challenge and risk, with the firm belief that – through focused efforts and persistence of the whole team – positive results will immediately follow. Natalja is inspired daily by her husband and two kids. In her free time, Natalja enjoys spending outdoor time with her family or play chess with the strong opponent.

I am a dynamic and driven professional who radiates passion in everything I do. With over 2 years of industry experience, my journey has been an exhilarating one, marked by a relentless dedication to helping clients reach their full potential and achieve remarkable growth.

My ultimate passion lies in making a lasting impact. Driven by the opportunity to create meaningful change and help clients unlock their true potential. With an empathetic approach and an innate understanding of individual needs.

I also understand the importance of maintaining a healthy work-life balance to sustain long-term success, and that personal well-being fuels professional growth.

Janeke obtained a Diploma in Event Management, equipping her with the necessary skills to bring people together and create memorable experiences. She finds fulfillment in helping others and working collaboratively to achieve common goals.
Beyond her professional pursuits, Janeke finds solace in adventure. She has a deep love for hiking trails, running, hitting the gym, and exploring nature’s beauty. These activities not only keep her physically fit but also provide an outlet for her competitive spirit and desire for self-improvement.

Her love for people and desire to make a positive impact on those around her are qualities that shine through in her interactions and relationships.
Janeke is dedicated and known for her proactive approach, organizational skills, and commitment to team development and support. She strives to make a difference, delivering results that exceed expectations.

As a team leader and Client Relationship Support at Swissential, Lauren is passionate about guiding individuals towards success. With her experience and dedication to personal growth, she has quickly become an invaluable member of the team. Previously an art director, Lauren's creativity enhances her understanding of clients' needs and brings a fresh perspective to problem-solving. She excels at fostering strong relationships with clients and colleagues, creating a positive work environment.

Outside of work, she seeks inspiration from art exhibitions and actively supports animal well-being. With Lauren, you can expect personable and attentive support, ensuring clients' needs are met with professionalism. She is committed to the continued success of Swissential.

As a Client Relationship Support, Joannie plays a crucial role in ensuring client happiness and fostering strong connections. With a remarkable talent for collaboration, Joannie excels as a team player, bringing together diverse perspectives and expertise to deliver outstanding results. Her dedication to working harmoniously with colleagues and stakeholders ensures seamless operations and a supportive work environment.

Joannie holds a diploma in Business-to-Business Marketing and Business Management, which has been instrumental in shaping her role as Client Relationship Support. This has equipped her with a unique set of skills, contributing to building strong relationships with clients and to the overall success of our organization.
Joannie has a keen interest in fitness, she is an avid gym-goer, and enthusiast of outdoor activities such as trail walks, appreciating the positive impact these activities have on both her body and mind.

Louise is from the West Country in England but having moved to France nearly 20 years ago she also speaks fluent French. After several years as a Project Manager in the UK and France Louise has been working in Financial Services in Switzerland since 2014. Leading the Swissential Operations Team, Louise ensures that all aspects of business processing, office management and client liaison run smoothly. Outside of work Louise enjoys making the most of living in the Alps with her husband and two daughters – skiing, hiking and swimming in the area’s beautiful lakes.

Estar is a highly accomplished professional with an extensive background in regulatory compliance. With 20 years of experience in the Financial Services industry, she has consistently ensured unwavering adherence to legal and ethical standards across diverse organizations. Having previously operated under the stringent regulations of the Financial Conduct Authority (FCA) in the UK and later the ARIF register in Switzerland, Estar seamlessly transitioned from her role as a Financial Planner to become a dedicated Compliance Support professional when she voluntarily withdrew from the Advisor Register.

As a seasoned Compliance Support expert, Estar is deeply committed to fostering a robust culture of compliance and minimizing risks within Swissential.

Outside of her professional pursuits, Estar enjoys traveling alongside her partner Peter to reconnect with friends across various European destinations. When they are at their home in Switzerland, Estar takes pleasure in hosting friends for enjoyable evenings filled with dinner and game nights.

Anna is originally from the Czech Republic but graduated from University in Switzerland. Anna has maintained her close ties with Switzerland through working with Swissential, she is a team player working across all Swissential departments to ensure that administrative tasks are completed effectively and that Client Services responses are done in a timely and effective manner. Anna is a details-orientated person, at work and at home. Outside of work Anna enjoys discovering more about gemstones and natural coloured diamonds, she also enjoys walking and nature.

With a passion for driving business growth and a knack for crafting impactful marketing strategies, Joanne is an accomplished marketing professional with a track record of success. As a highly motivated and results-oriented marketing manager, Joanne brings a deep understanding of industry trends and consumer behavior to the Swissential platform. Their dynamic blend of creativity and business acumen enables them to develop compelling brand narratives and execute integrated marketing plans that resonate with target audiences across various channels.
Joanne's expertise spans across digital marketing, social media strategy, content creation, brand management, product launches, market research, and campaign analysis to name a few. As the marketing manager, Joanne is ready to leverage their extensive expertise, creativity, and leadership skills to propel Swissential to new heights.

Michael focuses on Swissential's web development as well as assisting with remote IT support. He has been working as a front-end web developer for the past 4 years and in the IT field for over 7 years.

Living and working remotely from South Africa, Michael works closely with the marketing team while focusing on Swissential's web development as well as managing the Swissential IT support HelpDesk. He started his career working for a marketing agency before shifting into IT & Operations in 2016. After spending some years in IT & Operations he started his own IT practice where he found his love for web development. Since then he's been focusing on frontend web development mainly using WordPress, CSS, SCSS and various builders. Micheal enjoys repairing/restoring classic motor vehicles as well as geocaching with his fiancé in his spare time.