Back in the summer of 2017, I was sitting across a long wooden table from one of Zurich’s leading independent wealth advisors.
Over his back shoulder, the sun was shining on Lake Zurich, with a mix of modern and medieval buildings dotting the shoreline.
I’d been in contact with this advisor’s American colleague since 2016. When he heard I was coming through Zurich, he was more than happy to set up a meeting with his company’s management team.
During our two-hour meeting, we covered everything from the US-Chinese trade war (a hot button issue at the time) and other geopolitical issues. But we also spent a significant amount of time talking about something called alternative assets.
Alternative assets is a broad term that means anything other than stocks, bonds, and cash. The most common alternative...
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