Past Event
The Future of Wealth Management in Switzerland: Planning, Trends and FATCA
Tue. November 12, 2019 4:00 pm - 7:00 pm ! |
Join UBP Investment Advisors, a member of the EACCNY, in collaboration with ForsterBoughman to learn about the advantages provided by the Swiss regulatory landscape, international diversification, and focused investment strategies. A view of current trends and challenges in international wealth planning is also provided.
SPEAKERS
● Deepak Soni, CEO, UBP Investment Advisors S.A.
● Nicolas Frick, Senior Relationship Manager, UBP Investment Advisors S.A.
● Gary A. Forster, Domestic and International Business, Tax, Asset Protection, and Estate Planning Law, ForsterBoughman
● Eric C. Boughman, Health & Medical Law Counsel, Digital Compliance & Data Privacy, Internet & Technology, Asset Protection, and Business Litigation, ForsterBoughman
REGISTER
Register HERE
UBP Investment Advisors S.A. (UBP IAS) is an SEC-registered investment adviser. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the advisor has attained a particular level of skill or ability. For additional information about our services and fees, please refer to our Form ADV disclosure brochure available through the SEC’s website https://www.adviserinfo.sec.gov/ or by contacting us. UBP IAS is a wholly owned subsidiary of Union Bancaire Privée S.A., an internationally operating Private Banking institution headquartered in Geneva, Switzerland. The law firm of ForsterBoughman is not affiliated with UBP IAS.