Alexandra Merz

Private Client Advisor

alex.jpg

Alexandra has over 25 years of client experience working with private clients at Vie International and having worked in various senior banking roles in fixed income and commodities in London, New York and Chicago. She held a Managing Director position at Goldman Sachs where she led the European Energy Sales team. Prior to this, Alexandra worked at JP Morgan, also as a Managing Director and held roles as head of Commodity Linked Finance and head of Energy Sales for Europe, the Middle East and Africa.

She enjoys advising wealth accumulation and preservation strategies and specialises in offering guidance about wealth conservation and protection strategies during mediation, separation, divorce and remarriage particularly for American and mixed domicile families. Some areas of interest are:

  • Protection of the main earner’s income and pension for dependents
  • Inheritance equalisation and IHT planning for blended families using high value life insurance
  • US and UK pension management including in-house expertise for valuations used in Single Joint Expert reports

Alexandra earned a BA in Economics from The University of Chicago and an MBA from Columbia University. She holds a US life insurance license in the state of New York and is a qualified financial advisor in the UK holding the Diploma in Regulated Financial Planning [DipPFS]. From her own personal experience of being an American high net worth individual in London for over 20 years, Alexandra has first hand experience of US/UK tax issues, life insurance and cross-border estate planning.

Vie International Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. Check the background of this company and person on the UK’s Financial Services Register.

Licensed in California as Vie International Insurance Solutions CA Insurance License #0L82882