When you choose to invest with Fern Wealth, you’ll always be able to speak directly to one of our two founders – regardless of where in the world you are.
We do our best work when we fully understand our clients’ needs and situation – and we want you to benefit directly from each of our 25 years experience in the industry.
Our experience ranges from the FX dealing floors of the 90s to the high-performance online trading platforms of today, via equity markets and investment management.
These rigorous and intensive training grounds have given us a wealth of knowledge and understanding that no amount of reading or research can replicate – and we’re delighted that we can use this experience to help you.
As expats ourselves (we’ve lived and worked in many countries around the world with our families), we know how your requirements differ from other investors – as well as the factors to consider when advising you.
Demonstrating our international focus, we were pleased to be chosen to partner with the United Nations Federal Credit Union (UNFCU) in 2020. We provide independent, unbiased and expert guidance on financial planning initiatives to United Nation members in Switzerland.
To find out more about our services, book a call with us today.
WHO WE ARE
When you choose to invest with Fern Wealth, you’ll always be able to speak directly to one of our two founders – regardless of where in the world you are.
We do our best work when we fully understand our clients’ needs and situation – and we want you to benefit directly from each of our 25 years experience in the industry.
Our experience ranges from the FX dealing floors of the 90s to the high-performance online trading platforms of today, via equity markets and investment management.
These rigorous and intensive training grounds have given us a wealth of knowledge and understanding that no amount of reading or research can replicate – and we’re delighted that we can use this experience to help you.
As expats ourselves (we’ve lived and worked in many countries around the world with our families), we know how your requirements differ from other investors – as well as the factors to consider when advising you.
Demonstrating our international focus, we were pleased to be chosen to partner with the United Nations Federal Credit Union (UNFCU) in 2020. We provide independent, unbiased and expert guidance on financial planning initiatives to United Nation members in Switzerland.
To find out more about our services, book a call with us today.
BOOK A CALL
Steven Flintham
Founder & Director
Steven is an experienced finance professional with a unique blend of FX, equities and derivatives knowledge. He gained his trading qualifications in market regulations, securities and derivatives with the Chartered Institute for Securities and Investments (CISI) attaining ACSI (Associate) membership.
Alastair McCaig
Director Of Investment Management
Alastair is a trusted industry expert featured regularly on global financial news stations and radio shows. His speed of analysis and depth of knowledge comes from extensive experience in equities, currencies, bonds, derivatives and investment management.
Michael Victor Ross
Investment Management Analyst
Michael holds a Master of Science and Bachelor of Business Administration from the University of St. Gallen. He analyses our investment portfolios, helping to achieve long-term financial stability for all assets.
Donald Noble
Financial Planner
Don is an experienced professional and assists our international clients working within the UN organisations and is located in the Geneva office.
Armie Lampa
Marketing Assistant
Armie coordinates our marketing activities and diligently supports Una in new business processes.
Una Rankov
Marketing Executive
Una is a strong team player who oversees our client management systems and develops our new business processes. Fluent in English, Russian and Serbian.
Tehseen Lodhi Schaffner
Business & Client Operations Lead
With 14 years of business management experience, Tehseen is a high performer who leads our business and client operations and supports Fern Wealth Directors Steve and Alastair. She is FHNW certified and speaks English, German and Urdu native languages.
Ilja Isakow
Investment Manager
Ilja has in-depth knowledge of the Swiss financial landscape, and assists our clients in securing investments that align with their long-term goals.
Fiona Flintham
Marketing
Fiona spent her career heading online marketing strategies for high-profile global media businesses and she oversees our marketing strategy and communications.
Patricia McCaig-Natus
Office Accountant
A qualified accountant, Patricia started her career in the reinsurance industry in Belgium before moving to London where she gained experience in the finance and hospitality sector. She is responsible for the company accounts and financial reporting and is fluent in English and French.
Victoria Thompson
Executive Assistant
Victoria supports Steven and Alastair for client onboarding and project management administration. Fluent in English, German, Arabic, French and Spanish.
Steven Flintham
Founder & Director
Steven is an experienced finance professional with a unique blend of FX, equities and derivatives knowledge. He gained his trading qualifications in market regulations, securities and derivatives with the Chartered Institute for Securities and Investments (CISI) attaining ACSI (Associate) membership.
Alastair McCaig
Director Of Investment Management
Alastair is a trusted industry expert featured regularly on global financial news stations and radio shows. His fast insight and depth of knowledge come from extensive experience in equities, currencies, bonds, derivatives and investment management.
Michael Victor Ross
Investment Management Analyst
Michael holds a Master of Science and Bachelor of Business Administration from the University of St. Gallen. He analyses our investment portfolios, helping to achieve long-term financial stability for all assets..
Donald Noble
Financial Planner
Don is an experienced professional and assists our international clients working within the UN organisations and is located in the Geneva office.
Una Rankov
Virtual Marketing Executive
Una is a strong team player who oversees our client management systems and develops our new business processes. Fluent in English, Russian and Serbian.
Tehseen Lodhi Schaffner
Business & Client Operations Lead
With 14 years of business management experience, Tehseen is a high performer who leads our business and client operations and supports Fern Wealth Directors Steve and Alastair. She is FHNW certified and speaks English, German and Urdu native languages.
Armie Lampa
Marketing Assistant
Armie coordinates our marketing activities and diligently supports Una in new business processes.
Ilja Isakow
Investment Manager
Ilja has in-depth knowledge of the Swiss financial landscape, and assists our clients in securing investments that align with their long-term goals.
Patricia McCaig-Natus
Office Accountant
A qualified accountant, Patricia started her career in the reinsurance industry in Belgium before moving to London where she gained experience in the finance and hospitality sector. She is responsible for the company accounts and financial reporting and is fluent in English and French.
Fiona Flintham
Marketing
Fiona spent her career heading online marketing strategies for high-profile global media businesses and she oversees our marketing strategy and communications.
Victoria Thompson
Executive Assistant
Victoria supports Steven and Alastair with client onboarding and project management administration. Fluent in English, German, Arabic, French and Spanish.
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