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Client Testimonials

What Our Clients Say About Us

David’s knowledge of both the Swiss and Novartis pension systems were invaluable to me when planning my retirement and repatriation to the UK.

David was unfailingly professional, patient and helpful when reviewing my options, very happy to recommend his financial planning services.

Amanda Sohm, Novartis

I've had the pleasure of working with David for several years. His deep expertise and objective insights have been invaluable. His patience, attentiveness, and ability to offer sound advice makes him a trusted adviser.

It's easy to partner with him because he's genuinely interested and caring, and puts professionalism at the heart of everything he does.

Phil Aldred , Sprinklr

My wife and I had been looking for a truly independent advisor to work with for several years but, as mixed-origin expats in Switzerland, we'd struggled to find someone who was both independent and understood our situation - until we became aware of David on LinkedIn.

As a result, we recently worked with David on a full retirement planning analysis. We are very happy we made this decision. The process was smooth and insightful. We really learned a lot about how our family's future will, or could, look.

David is highly knowledgeable, friendly and professional. We have already recommended his services to two friends and will happily continue to do so.

Matt Wade , BlueBotics SA

Last year was highly stressful for me: my retirement date in Switzerland was approaching, I was moving to Spain and I had no plan for retirement or investment of my money. My previous experience with an investment fund was horrible and therefore my goal was to have peace of mind in the future. I attended multiple lectures to understand the complexities of the pension system in Switzerland, specially the strategies for the second pillar. All of them increased my confusion. Then I very much relied on the advice from my colleagues, but I eventually felt that I needed a strategy just for me. That's when a colleague I greatly respect recommended David to me; and then there was light.

Through virtual and in person meetings, David patiently explained to me the options based on a personalised analysis and I ended up with a retirement and investment plan aligned with my objectives and risk tolerance. During my interactions with David, I have never felt pressured to make decisions or embarrassed by my ignorance in financial matters. On top of his professionalism and knowledge, David has human warmth and transmits confidence and trust.

Thanks to David, I am now enjoying a comfortable and financially secure retirement in Spain. I found the needle in the haystack!

Patricia Lopez , Novartis

David has been my financial advisor for the last 12 months and I could not be happier with the service. He has assisted me with my pension and retirement planning as well as investment strategies.

I really appreciate the way David wants to get to know his clients to set up a personalised investment plan that is right for them. He seeks to understand appetite for risk and personal goals and then presents options in a clear understandable way with no hard sell. I really appreciated the complimentary introduction meetings so I could get to know what was on offer before parting with any money.

If you are looking for a financial planner, I would highly recommend getting in contact with David.

Matthew Standage , Nestlé

I recently had the pleasure of working with David and I couldn't be more impressed with the experience. As someone keen on optimising my investment strategy, finding the right independent financial advisor was critical to the next 5 years to maximise the potential for compound growth. From the outset, David exhibited a deep understanding of the financial landscape both in Switzerland as well as Internationally, coupled with a genuine desire to comprehend my specific goals and risk tolerance.

His approach was refreshingly neutral, devoid of any ulterior motives or affiliations with other financial institutions. This transparency was a breath of fresh air in an industry often plagued by hidden agendas.

David conducted a thorough health check of my existing investment portfolio, pinpointing areas of potential improvement and highlighting new opportunities to consider for diversification, as well as a few tax optimisation hacks. Throughout our interactions, David's approachability and willingness to listen stood out. He wasn't just a financial advisor; he was a trusted partner, someone with whom I could bounce ideas and discuss strategies confidently.

I wholeheartedly recommend David to anyone seeking financial guidance, whether they're just embarking on their investment journey now or seeking a seasoned perspective. His expertise, integrity, and dedication to his clients make him a standout choice.

Nicholas Lawson , Hamilton Bonaduz AG

David has helped me hugely in my general financial and retirement planning. Helped me understand my goals and the trajectory I was on and what needed to change.

What I really enjoyed was the candid and straightforward approach along with clarity of the position, the options and the scenarios that enable informed decision making. Excellent communications and leading me through each step of the way.

Just getting to understand where I am and where I would like to go without any pressure to buy any products etc. was a refreshing experience, I expect to be working with David for a long time to come.

Steven Clarke , Novelis AG

David is our financial advisor, working with us before and through retirement and repatriating from Switzerland to the UK.

The process of collecting information, our attitude to risk and developing objectives for financial planning was done through a number of face to face meetings, where David took time to explain things in ways that were easy to understand. David was happy to work at our pace, taking a few months for what were big decisions for us. David responded quickly to any questions we had, has provided an excellent service, especially getting all paperwork done and accounts established quickly and efficiently.

Thanks to David, we have a financial plan we trust will service us well through our retirement.

Tony Fairclough , Syngenta

After a lot of consideration of a number of IFAs, I started working with David ca January 2021. I have never been disappointed by his knowledge or professionalism and I committed to one of his well researched recommendations recently.

I noticed that he always gave me his best advice, according to my needs, even though it would significantly diminish his "cut". From my experiences so far, I have no reservations in giving him a full endorsement.

Mark Rogers-Evans , Ph.D., Roche

I highly recommend David Rosbotham as a financial advisor and would like to share my positive experience working with him. David has been an exceptional guide, providing invaluable support and a wealth of information to help me secure a growth plan investment.

What sets David apart is his dedication to educating his clients. He has a remarkable ability to explain complex financial concepts in a clear and concise manner. In addition to his exceptional service, David consistently operates with the highest level of professionalism and integrity. He is transparent about fees, potential conflicts of interest, and the rationale behind his recommendations. His ethical approach to financial advising and his commitment to acting in his clients' best interests are truly commendable.

Overall, I wholeheartedly recommend David as a financial advisor. His expertise, personalized approach, and genuine care for his clients' financial well-being make him an invaluable asset. With his guidance, I not only achieved my investment objectives but also gained confidence in navigating the ever-changing financial landscape.

Helena Fernandes, Institut auf dem Rosenberg

David and I met a few years back, when we were at different stages of our lives and careers. I was not ready to do changes in my investment strategy. David showed understanding, did not push me. On the opposite: he made me feel comfortable with my decisions and helped me focus on a few priorities. Last year I reconnected with David and this had a profound impact on my perception of financial planning and investments.

David is a professional with a personal touch, knowledgeable and most importantly, a pragmatist. He explains concepts in simple terms, provides customized solutions and has patience to repeat, clarify and bring new information as necessary. David was instrumental in setting up part of my retirement portfolio. He met my expectations in terms of transparency and simplicity. I would recommend David to anyone who is willing to learn and act!

Nikolai Nikolov MD , Takeda

I would strongly recommend David for financial guidance/advice/planning/ support. I have been working with David for well over a year now and have been impressed by his expertise, his ability to tune into my needs. David has an impressive array of financial tools and concepts to work with - I am not sure how he finds these :).

Given my great experience with David I will continue to recommend him to my friends and colleagues. Well done David!

Rupert Sohm , Syngenta

Despite my somewhat cynical view of some IFAs, I have been impressed with David...he seems straight forward and open, service orientated, knowledgeable and has certainly helped me through some of the more specific tax issues.

He seems to be trying to stand out by being unbiased and open. He seems to be the best IFA I have dealt with over the years.

Peter Scrivener , Nestlé

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    David Rosbotham is published on the ARIF (Association Romande des Intermediaries Financiers) public register for regulated Financial Planners in Switzerland – number 17147 and further information is available upon request.
    The information on this website is for informational purposes only and does not constitute asset management or discretionary portfolio management. David is registered as a client advisor in accordance with the Swiss Financial Services Act (FinSA) and affiliated with an official ombudsman. Investment recommendations are made on a non-discretionary basis only.

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