MEET YOUR SWISSENTIAL TEAM
Head of Asset Management
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.
Estar has been working in financial services for 16 years; Her initial training and development was in the UK where she completed the Diploma in Financial Services and became a qualified European Financial Adviser. Having spent time in both banking and the independent asset management sector, Estar is well versed in understanding different models of investment management and helping clients navigate their options. On a personal note, Estar enjoys travelling with her partner Peter to catch up with friends around Europe and when at home in Switzerland, hosting friends for dinner, and games nights.
Conseiller financier diplômé
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.
Adrian is originally from South Africa but moved to Switzerland with his wife and two daughters. Adrian joined the Financial services industry in 2011 and has the skills, qualifications, and experience necessary to provide quality advice to clients. Adrian has an Advanced Wealth Management qualification from the Chartered Institute of Securities and Investments (CISI); he is qualified to practice International Trust Management through the Society of Trust and Estate Practitioners (STEP) and is preparing to complete the membership program. Adrian has proven skills in identifying and prioritizing client needs to secure effective financial decision-making. In his spare time he enjoys keeping fit, spending time with his family and enjoying everything Switzerland has to offer.
Senior Client Relationship Manager
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.
Head of Operations
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.
Senior Client Relationship Manager
Arjan arrived to begin his adventure in Switzerland in 2017, leaving behind his home in London, UK. A graduate in Economics, Arjan is currently studying towards his CISI Level 4 qualification with a focus on Asset Management. Arjan is an efficient communicator and dedicated Client Relationship Manager.
In his free time Arjan is a very keen runner and likes to maintain his fitness; he enjoys going to the gym and is extremely passionate about football; he is a huge fan of Leeds United and is more than vocal about their progression back to the big time! He also practices meditation which he considers paramount to maintaining stability in life.
Dameli has lived in Switzerland for over 12 years; she is fluent in English, Russian, French and is also studying Japanese and Korean. After completing her studies at an international school and American university, Dameli joined the Financial Service industry. Dameli’s background enables her to use her communication skills effectively to support the Swissential Team and Clients with all administrative duties. She enjoys travelling with her friends and family.
Client Relationship Manager
Michael originally arrived in Switzerland in 2017, living in Zurich first before settling in Nyon in 2018. Michael joined the Financial Services Industry in the UK in 2008, where he achieved exceptional results in Building Society client services. Michael made the move from the UK to assist other international working professionals make the most of their life in Switzerland. Passionate, relentless, positive and selfless, Michael can turn his skills and expertise to any situation to help clients achieve their goals.
Being English, Michael is working on his French with fluency being the aim! In his spare time, Michael likes sports, technology and travelling.
Client Relationship Manager
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.
Darwin is originally from Canada and has worked as an IFA (Independent Financial Adviser) since 2009; he spent some time as an Adviser in the UAE but returned to Switzerland for family commitments. He has helped international professionals benefit from both global and domestic financial options over many years. Darwin is very pragmatic with a broad range of knowledge and experience in the sector. Darwin has a love for the outdoors, enjoys good music and has a well-rounded appreciation for all things culinary.