Home / Advisor / VIANNEY BERNARD 

With a career dedicated to helping individuals and families around the world achieve financial clarity and long-term security, I bring both the technical expertise and the personal approach that complex international wealth planning demands.

My academic foundation is rooted in finance and business. I hold a French Master’s degree in Wealth Management alongside a Bachelor’s in Business Administration — a combination that gives me both the rigorous technical grounding in asset structuring, tax efficiency, and estate planning, and the broader commercial perspective needed to understand each client’s full financial picture. I have carried that foundation into a career working with expatriate clients across multiple jurisdictions, helping them navigate the intersection of personal ambition, family responsibility, and an increasingly complex global tax landscape.

At Soteria Trusts, I specialise in personalised wealth management, international retirement planning, and estate and succession planning for expatriates and internationally mobile individuals. Whether you are a professional building long-term savings while living abroad, a family looking to structure your assets tax-efficiently across borders, or someone approaching retirement who wants certainty about the income and legacy you will leave behind, I take the time to understand your goals before recommending any course of action.

One of the aspects of this work I find most rewarding is helping clients who feel overwhelmed by the complexity of their financial situation find a path that is both clear and achievable. Cross-border wealth planning can feel daunting — different tax systems, multiple residency considerations, and evolving regulations all add layers of uncertainty. My role is to cut through that complexity and present solutions that are straightforward, compliant, and genuinely aligned with what matters most to you.

At Soteria, we do not believe in one-size-fits-all advice. Every client I work with receives a fully tailored plan — built around their specific circumstances, their family, and their future. That commitment to personalisation, combined with the depth of solutions available through the Soteria platform, allows me to deliver outcomes that make a real and lasting difference.

If you would like to discuss your wealth management, retirement planning, or estate planning needs, I would be delighted to hear from you.