Raising The Social Media Race In Swiss Wealth Management

Anne Liebgott Founder AW+SWITZERLAND

Winner

• Use of Social Media

Please explain what you think makes your firm successful in its chosen field?

First and foremost, AW+SWITZERLAND (americanswelcome. swiss), a directory of Swiss wealth management and private banking services for US, Canadian, and Latin American citizens, residents, and expats, regularly creates high-quality and visually-appealing content for various social media channels that is attention getting, informative, and to the point.

AWS creates and posts various forms of content highlighting Swiss wealth managers and other Swiss wealth managementrelated service providers on a consistent and timely basis. LinkedIn is a preferred social network and AWS has a page with over 2,700 followers and Anne Liebgott, Founder, has over 14,200 followers and growing with post views, likes, comments, and shares in the thousands. In addition to social media, relevant content is posted on the AWS platform itself, where the companies are listed.

What have been the main obstacles you had to overcome and how did you do so to reach this level?

Social media is fast-paced and ever-changing. There is an enormous amount of social media content and to stand out requires creativity, consistency, and great timing. In some cases, content can be “repurposed” and adapted to suit various social media channels. It is an everyday challenge to keep up with the newest trends and features.

What are the main contributions do you think you bring to the wealth management industry?

Social media has an increasingly important impact and the majority of the Swiss wealth managers are not social media savvy, lacking both time and a profound understanding of how the various platforms such as LinkedIn, Facebook, twitter, Instagram, YouTube, and even TikTok, can function to their advantage. AWS takes over the role as content creator and distributor so that the wealth managers and other service providers are not left out on social media.

Social media is fast-paced and ever-changing. There is an enormous amount of social media content and to stand out requires creativity, consistency, and great timing.

Where in the world do you operate – are you mainly a domestic player or international?

AW+SWITZERLAND has a focus on US, Canadian, and Latin American citizens, residents, and expats in their home countries and around the world. AWS has expanded to also include a section on US-based advisors that have an excellent Swiss network including several Swiss SEC-registered wealth managers, collaborating with them to bring Swiss wealth management closer to their domestic clients. AWS will soon include Canada and Latin America-based advisors as well.

What does success look like to you – can this be measured in hard numbers, or in qualitative ways, or both?

While statistics are a great indicator of how much traffic AW+SWITZERLAND receives it is not the real measure of success.

When visitors to the platform browse through the various service providers, find the advisor that they need, and begin a business relationship with them…that is the more relevant measure of success.