Rachel Alioska has more than 25 years of experience managing high-net-worth (HNW) client relationships. Her clients benefit from her deep international wealth management experience and, in particular, her expertise with regard to the USA.
Prior to joining LFA, Rachel was a Senior Relationship Manager at Pictet North America Advisors, covering the US market. Before that, she spent several years at UBS Swiss Financial Advisors, where she was responsible for clients with a US tax obligation. During her career at UBS, she gained knowledge in managing HNW clients within the Swiss and international markets as well as in the “Executives & Entrepreneurs” and “Women & Banking” segments.
Rachel holds a Master of Advanced Studies in Finance from the University of Bern (CH) and a Master of Science in Wealth Management from the University of Rochester (USA). She also holds the Certified Wealth Management Advisor (CWMA) certificate, Swiss Financial Planner and Swiss Bank Specialist diplomas.