Spencer spent a major part of his financial career as an Interest Swap Derivatives Broker in the City of London and New York.

Before this he began in Fixed Income, then Forward Foreign Exchange for large international banks.

Due to this experience, plus a lifelong interest in Equities and Bonds, Spencer has found this grounding the perfect training for assisting Expat clients with their Wealth Management needs.

Spencer has been advising Expat clients in Switzerland for the last ten years and is particularly happy that most of his clients have also become friends.

Apart from his international experience, Spencer has gained a deep knowledge of the Swiss pension and social system, which enables his clients to maximize their time inSwitzerland, whether that be for just a few years, or a lifetime.

By usingInternational and domestic solutions Spencer can tailor-make a plan that can be established, and most important constantly monitored through regular reviews to achieve the end goal.