Ensuring that the financial instruments recommended to customers are suited to their situation is a primary duty of wealth managers.

In Switzerland, the school-of-thought regarding suitability differs from that found in the U.S. or elsewhere in Europe.

Suitability guidelines are not included in stock market law. Instead, financial services providers are required to clearly inform customers about the risks of a financial instrument before performing a transaction. However, it is not their job to determine whether or not a financial instrument is suitable for a client.

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Expert Benjamin Manz
Benjamin Manz is CEO of and an independent expert on banking and finance.