Jesper SommerFinancial Adviser
Areas of Expertise
- Wealth Management
- Pension Consolidation and Transfers
- Cross-border Financial Planning
- Investment and Portfolio Management
- Retirement Planning
- Tax optimisation
- Insurance analysis
- 401Ks, IRAs, US-based wealth management
Qualifications
- Master of Science in Finance (MSc) – Central European University
- North American Securities Administrators Association Series 65 Uniform Investment Adviser Law (USA)
- CII Level 4 Diploma in Regulated Financial Planning (UK)
- Master of Business Administration (MBA) – IPADE Business School (Exchange Programme)
- CISI International Certificate in Wealth & Investment Management Award (UK)
- CII Award in Bancassurance (UK)
Jesper earned his MSc in Finance from Central European University and was subsequently awarded a scholarship to study an MBA course at IPADE Business School. Prior to joining Hoxton Capital Management, Jesper worked for an extended period in the UK, Switzerland and Asia, providing international financial planning advice to affluent and HNW individuals.
For Jesper, the ability to explain complex financial concepts clearly and understandably is an important factor in the advice process. His focus on 360-degree financial planning means that each and every client receives tailor-made advice designed explicitly towards each client’s personal situation and financial aspirations.
As a member of The Personal Finance Society and holder of the CII Diploma in Regulated Financial Planning and the NASAA Series 65, Jesper asserts a rare skillset of UK, USA and International qualifications, years of industry experience and local Scandinavian expertise.