You'll have plenty of time

TO GET TO KNOW US

 
 

Fern Wealth Sponsors

ZUG RUGBY CLUB

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.

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.

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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.

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Michael Victor Ross

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.

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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.

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Armie Lampa

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.

LinkedIn-Icon-White

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.

Twitter-Icon-WhiteLinkedIn-Icon-White

Michael Victor Ross

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..

LinkedIn-Icon-White

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.

LinkedIn-Icon-White

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

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.

 

"I have known Alastair for the past ten years and he has a knowledge and passion for financial markets - whether from a short term trading point of view, or looking at the bigger picture of longer term performance. As his various media appearances over the years will attest, he is adept at breaking down the often complex events driving markets, and explaining them in an engaging and illuminating manner."

David JonesBBC Radio 5 and Shares Magazine

"I have been Steven's client for almost 2 years now and I can only recommend him to any future client.
His knowledge of the markets, the ability to get straight to the point and cut through the noise, the 'always available' approach and the great sense of humour make him a great Wealth Manager."

Riccardo RossiSocial Media and Brand Manager | Mondelēz International

"Alastair was always one of my top picks for instant, insightful market comment. The speed with which he was able to react to unfolding events was second to none and we here at Reuters always admired his versatility. On top of that, he is a friendly, approachable guest, always willing to help out."

Axel ThrelfallEditor at Large | Reuters

"Steven has supported me over the past 3 years. He has made a genuine effort to understand my broader career and financial objectives and advise me with these priorities in mind thus building a robust foundation of trust. I have enjoyed working with Steven as he has brought to bare innovative investment strategies which suited well my risk appetite while yet ensuring that the risk we agreed to take is well managed and contained. I do appreciate the flexibility he has shown as he worked with me through personal developments."

Akos CsernusManaging Director, International Delivery Centres | WNS Global Services

"I have been a client of Steven’s for two years. He is a great problem solver and a very proactive adviser who has been persistent in helping me, often driving our projects and giving me a very good belief that he really is there to help. He has shown that he has great knowledge and understanding on how to deal with investing and how to navigate through the financial jungle."

Arni Hrannar HaraldssonVice President Strategic Launch Management | Teva Pharmaceutical

"Steve is very customer focused and persuasive. He knows the business he is dealing with and achieves good results. He managed my monthly fund investment to achieve above 10% yearly return. I had some investment experience, but ever since I moved to Switzerland, I didn't have the time and energy to start something new. Steve helped just in time to pick what I had wished for and the performance exceeded my expectation. He pursues long-term relationships with his clients. "

Shuo WangSystem Architect | Siemens

"I am genuinely impressed by the service that Fern Wealth provides. They take the time to understand their clients, what their circumstances and plans are and they provide clear advice without jargon. Investors receive regular newsletters providing a concise description of the business environment and the decisions that Fern Wealth takes as a result. I am very pleased to endorse Steven and look forward to relying on him to manage my investments well into the future."

Adam M. B. Boys OBEChief of Administration | Special Tribunal for Lebanon

"During my time covering the markets and the world of business, I always found Alastair an authoritative voice on the goings-on in the City and his insights were very useful."

Toby GreenCity news editor | Evening Standard

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