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Past Event


The Future of  Wealth Management in Switzerland: Planning, Trends and FATCA

Tue. November 12, 2019
4:00 pm - 7:00 pm

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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.
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