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Fabrice

Fabrice Mercier, CFP®

Co-Founder and Managing Partner

Biography

Fabrice brings an exceptional wealth of expertise spanning over 15 years in international finance to his role as Co-Founder and Managing Partner at Cross Border Wealth. Throughout his extensive career, he has expertly navigated the multifaceted terrain of financial markets, demonstrating diverse proficiency in international tax consulting, currency trading and portfolio management. His journey leading to his current role included pivotal positions at various international financial institutions such as Senior Investment Advisor at deVere USA in New York and deVere Group in Shanghai, International Tax Consultant at Ernst & Young in Paris, among other notable positions. In his time working overseas, he quickly noticed a vacuum in the advisory space for US-connected individuals outside the United States, leading to the founding of Cross Border Wealth.

At the firm, Fabrice leads a team of accomplished international financial advisors, forging meaningful connections with clients and prospects alike. He derives great satisfaction from unraveling intricate financial challenges amidst the complexities of overseas wealth management. Furthermore, he works closely with the firm's compliance division, ensuring the firm upholds an unwavering commitment to fiduciary responsibility.

Outside of work, Fabrice is an avid triathlete and enjoys home improvement work.  He speaks English, French, and Mandarin Chinese.

 

 

Career

With over 15 years of experience in international finance, Fabrice is a seasoned investment advisor specializing in addressing the unique financial needs of US-connected global individuals.

2017 - 2023

Co-Founder and Managing Partner, Cross Border Wealth

2015 - 2017

Senior Investment Advisor, deVere USA

2010 - 2014

Senior Investment Advisor, deVere Group

2007 - 2009

Partner/FX Trader, SF Assets Management

2005 - 2006

Recruiter, The American University of Paris

2005

International Tax Consultant, Ernst & Young France

Highlights

Over 15 Years Experience

Certified Financial Planner (CFP®)

Global Wealth
Management Expert

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