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The Swiss Financial Services Act (FinSA), which entered into force on 1 January 2020, provides that client advisers of Swiss financial service providers must be entered in the Swiss ‘Client Advisers’ Register (Art. 28 para. 1 FinSA).
In the case of foreign-based companies & advisers, who use the current ‘passporting’ into Switzerland to advise Swiss based clients and/or engage by phone or email from any county outside of Switzerland, must also comply and be entered on the Swiss ‘Client Advisor’ register.
The investment adviser as a financial service provider and client adviser, providing investment advice on a commercial basis constitutes a financial service and is therefore covered by the new FinSA (Art. 3 lit. c and d FinSA). Under the FinSA, investment advisers, wealth managers and financial advisers fall into the client adviser category. Client advisers are natural persons who come into contact with a client of a financial service provider and offer them a specific financial service or perform such a service (e.g. issuing individual investment recommendations, advice or managing of assets).
March 2020 - We are delighted to announce that Alpha Global Wealth has been officially recognised and awarded two prestigious industry accolades.
The International Investor Magazine awards for 2020 have voted and presented Alpha Global Wealth with the following awards:
James Barnes, director of Alpha Global Wealth “We are delighted by receiving these two awards, especially for being recognised for ‘Excellence in Customer Satisfaction’ as we strive to ensure lasting relationships and provide industry leading advice, service and the all important ‘personal touch’ missing from many of our competitors.
The new and forward-thinking website offers clients and visitors a richer experience and revolutionary real time market data and analysis.
Geneva, Switzerland Sept. 1, 2017 – Alpha Global Wealth SA, which provides independent financial advice to the international market in Switzerland and around the globe, announced today the launch of its brand-new website, offering quick and easy access to essential information and features. The website also offers a comprehensive investor section, with updated company news and events, financial, markets and stock information.
We are extremely excited about our new website launch and the information it provides our customers, investors and partners, said James Barnes, Alpha’s founder and MD.
We’ve listened to our clients and have also launched Alpha Digital Connect (ADC) offering real time aggregated investment valuations, offering detailed analysis 24 hours a day, 7 days a week. "We believe that this new site will allow our clients and visitors to have a very informative experience as we continue to grow and increase our market presence,” added Mr. Barnes.