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Kevin Mitchell

ACSI
Wealth Advisor

Kevin Mitchell brings over a decade of industry experience, and for the last six years has specialised in assisting internationally mobile clients in Switzerland. Based in Geneva, he partners with professionals and families to craft financial strategies that are both clear and purposeful.

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Trusted by + clients over years at Skybound Wealth

About Kevin

Kevin Mitchell brings over a decade of industry experience, and for the last six years has specialised in assisting internationally mobile clients in Switzerland. Based in Geneva, he partners with professionals and families to craft financial strategies that are both clear and purposeful.

Going beyond standard advice, Kevin helps clients create and implement tailored financial plans that evolve with life’s changes. Regular reviews and adjustments ensure their financial strategy stays on track, meeting both short- and long-term objectives.

Having recently completed two advanced exams with the Chartered Institute for Securities and Investment (CISI), Kevin is actively pursuing further qualifications, demonstrating his ongoing commitment to maintaining the highest professional standards.

Clients appreciate Kevin’s calm, methodical approach, clear communication, and focus on building long-term relationships based on trust, transparency, and results.

Qualifications & Awards

  • Level 3 Certificate in Wealth and Investment Management
  • Level 4 Regulations and professional integrity
  • Level 4 Investment Risk and Taxation.

Regions

Switzerland

Areas of Expertise

  • Retirement Planning
  • Lifestyle Financial Planning
  • Income & Cashflow Planning
  • Pillar II & III Planning
  • Repatriation Advice
  • Domestic & International Investments
  • Regular and Lump Sum Savings
  • RSU’s and Option Structures
  • Diversifying Portfolios and Risk Reduction
  • Situs Asset Transfers
  • Education Fee Planning
  • Critical Illness Cover
  • Asset and Insurance Protection
  • Life Insurance Cover
  • Inheritance Tax Planning

My Support Team

Jabir Sarharwalla

Chief Investment Strategist

Carla Smart

Trust & Pension Specialist

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