Secure your future

As an international financial advisor, Bess Redford is fully licensed and qualified to guide clients through a broad range of financial and investment decisions across global markets.

Bess holds the following credentials:

• Certified International Wealth Manager (CIWM) – Recognized globally for advanced expertise in cross-border wealth planning, investment strategy, and risk management.
• Investment Advice License (MiFID II Compliant) – Authorized to provide investment advisory services under the Markets in Financial Instruments Directive (MiFID II), ensuring transparency and investor protection within the EU and EEA.
• Crypto Asset Certification (VASP/AML Compliant) – Certified in the management of digital assets, including compliance with anti-money laundering (AML) regulations and Virtual Asset Service Provider standards.
  
  

In addition to these core licenses, Bess continually updates her credentials through ongoing education and training to stay ahead in the rapidly evolving world of finance and crypto.

Independent Financial Advisor – Global (Current)
2023 – Present
Providing personalized financial and crypto investment guidance to private clients worldwide. Specializing in cross-border wealth strategy, digital asset management, staking solutions, and crypto security. Combining traditional finance principles with blockchain innovation to deliver long-term, risk-aware results.

Crypto Strategy Consultant – Novari Digital Advisory (Remote / Global)
2022 – Present
Advising individuals and family offices on crypto portfolio strategy, staking, and decentralized finance (DeFi). Guiding traditional investors in entering the digital asset space with confidence and clarity, while maintaining a strong focus on compliance and security.

Senior Investment Advisor – Crestbridge Global Capital (Luxembourg / London)
2017 – 2022
Led cross-border investment planning for high-net-worth individuals and institutional clients, incorporating digital assets and structured investments. Played a key role in early crypto integration within traditional portfolios.

Risk Management Analyst – Silicon Valley Bank (San Francisco)
2015 – 2017
Specialized in financial and credit risk analysis for venture-backed tech and fintech clients. Conducted scenario modeling and contributed to digital asset risk frameworks during the early stages of SVB’s innovation banking expansion.

Wealth Management Associate – Solstein Partners (Zurich)
2012 – 2015
Developed and supported comprehensive wealth plans for European private clients. Focus areas included global tax optimization, estate planning, and early exploration of blockchain-based investments.