Charles Monat Associates expands its Swiss Operations – Highlighting commitment to the business across Switzerland and Europe
CMA represents the first HNW broker to offer a unique value proposition in Europe Marco Liardo announced as Managing Director of Switzerland Luca Bertacchi announced as Managing Director Continental Europe and to lead the newly created private placement life insurance (PPLI) practice group ZURICH, SWITZERLAND – Media OutReach – 21 September 2021 – Charles Monat Associates (CMA) is expanding its operations in Switzerland. In addition to the recent appointment of […]