About me

I started my career with HSBC in the UK in 1991 where I specialised in the area of private banking.

I moved to Switzerland in 2008 to join an international financial advisory company.


With over 30 years of experience in the industry I believe that my skills and passion for

financial planning for women can be the decisive factor for women to achieve

their financial planning goals.


I enjoy being a speaker for groups, focusing on the topic of financial planning for women.

I am a member of the London Institute of Banking & Finance, an associate member of the
Chartered Institute for Securities & Investments and the Finance and Leasing Association


Keren-Jo Thomas

Personally I love the great outdoors. I am a trained yoga teacher and ayurvedic therapist.

On request, I occasionally organise health and wealth weekend seminars for smaller groups.

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