Dean’s career in financial services began in 1994 as a financial planning consultant with Hambro Guardian in the UK.
In 2006 he took on a role with Forth Capital, employed as the very first financial advisor for the company under the two founding partners during the company’s launch phase in Geneva, Switzerland. In his own words he recalls that decision as “… very much a gamble, but after meeting the founders I quickly realised they were both experienced in the industry and shared my vision of wanting to create a company that worked directly with clients, to build long-lasting financial planning relationships. The gamble paid off, now look where we are as a company!” Subsequently Dean made Partner in 2011.
Having lived in Switzerland since joining in 2006, Dean personally understands the financial requirements of his expatriate clients, and has extensive knowledge and experience of setting up and managing his client’s wealth portfolios. In particular, for our US resident clients whom require compliant solutions in accordance with State and Federal Laws. These include Offshore Trusts, Tax-Efficient Investment Structures, and UK Transferred Pension Accounts with country specific double taxation treaties.
Dean holds an International certificate in Financial Advice and an International Certificate in Wealth Management. Dean is also a member of the Securities and Investment Institute, alongside the British American Chamber of Commerce and the British Swiss Chamber of Commerce.
- Securities & Investment Institute (SII) – International Certificate in Financial Advice (ICFA)
- International Certificate in Wealth Management (ICWM)
- Series 65 Uniform Investment Advisor Law. North American Securities Administrators Association, FINRA