A Swiss RIA advisor reports on a Zurich event aimed at shaping, saving Swiss wealth management in the wake of purging American clients
Complacency is still the rule but a personality-changed Credit Suisse and the rise of Swiss RIAs are signs of Swiss innovation, adaptability and -- gasp -- customer service
Author Guest Columist Gregg S. Robins July 24, 2015 at 5:38 PM
Anne Liebgott - Where Americans are Welcome
July 29, 2015 — 6:17 AM
There are over 40 forward-thinking, Swiss SEC-registered investment advisers welcoming American clients in the US and abroad with compliant wealth management solutions. They can be found on the new Swiss platform “Where Americans are Welcome” at americanswelcome.ch