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 Marco Liardo as Managing Director of the Swiss Operation, the Team in Zurich is broadening its capabilities even further with three senior executive hires. At the same time, CMA is launching a domestic business in the EU and creating a private placement life insurance (PPLI) practice group. Luca Bertacchi is joining CMA in Liechtenstein to build and lead the newly established team. The new hires and ambitious expansion strategy demonstrate CMA’s commitment to growing its business across Switzerland and Europe.