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Relationship Manager

Rachel Alioska

  • CWMA

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.

Connect with Rachel

Rachel Alioska

Connect with Rachel