Recent changes at United Advisers Group

19th October 2020

The Author: David Cooper
Financial strategist, investment adviser and Sales Director for United Advisers

Like all professional service providers, financial advisers have faced challenges amid the coronavirus pandemic such as working remotely on a full-time basis. In-person meetings have become a thing of the past.

Since local lockdowns forced us to temporarily close our offices in Luxembourg, Madrid, Palma and Geneva, we have relied solely on email, phone and video calls to communicate with clients around the world. Fortunately, we were well prepared to work remotely and manage workflow while communicating online with our valued clients.

With virtual communication options and IT security protocols already in place prior to the pandemic, it was an easy adjustment. In fact, we’ve increased our communication with clients to help them navigate the turbulent markets and assure them that their financial affairs are in order. On the whole, the experience has been positive.

Lockdowns and travel restrictions also gave us the opportunity to reassess our entire operations. As a result, we have made some external and internal changes and are investing in delivering a more streamlined and higher quality client-centric service.

The biggest change is that we have moved our Swiss clients to a locally regulated business partner we have worked with for a number of years and closed our office in Geneva, a decision that was discussed with all of our Swiss clients individually.

For all other clients, we continue to be available as and when needed to provide expert financial planning and wealth management advice.

If you have any questions about the recent changes, please contact us.