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

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.

 

Location:
Harry P. Leu Gardens
1920 North Forest Ave.

Date

Nov 12 2019

Time

16:00 - 19:00

Location

EACC New York
Category
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