Press Release & Media

"Time To Change Cross-Border Marketing For Fundraising? A Swiss Example" published 10 March 2023 in ClearView Financial Media's WealthBriefing.

New Swiss rules affecting external asset managers also have implications for foreign fund distributors and how they directly deal with Swiss high net worth individuals. This article outlines some of the unavoidably complex territory.

As readers know, the Swiss market for external asset managers (EAMs) has been changed by new regulations under the Swiss watchdog FINMA. (See here for earlier articles about the changes.) In the following commentary from Sales Road Maps Online, its chief executive Cathy Brand talks about how investment firms must address their cross-border marketing approach via private wealth management channels. Brand and her colleagues have issued commentaries in these pages before (see another example here). 

The editorial team is pleased to accept these comments and of course the usual editorial disclaimers apply. Jump into the conversation! Email tom.burroughes@wealthbriefing.com

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