Co-Founder and Managing Partner
Andoni is a Co-Founder and Managing Partner at Cross Border Wealth.
With over 20 years in the financial services industry, Andoni’s work has been focused on the international and cross-border arenas. He started working at UBS in 1998 and transitioned to international private banking with Merrill Lynch in 2004, Citibank in 2009 and finally deVere in 2012. He co-founded Cross Border Wealth in 2017 to address the need for globally-compliant management solutions for US Retirement Accounts and UK Pensions.
Andoni heads the day-to-day management of sales and operations in the Cross Border Wealth Asian hub in Manila, which opened in January 2020. He is fluent in Spanish.
Andoni has an Accredited Investment Fiduciary (AIF®) designation and is licensed in the USA as an investment advisor.
© Cross Border Wealth 2020 -
All Rights Reserved