4 episodes
Future of Wealth Management Future of Wealth Management
-
- Wirtschaft
-
-
5.0 • 1 Rating
-
A podcast about the intersection of finance, technology & ideas, with a special focus on the wealth management space.
-
Episode 4 - Sean Slotterback on quantitative wealth management
This interview with Sean Slotterback touches on a lot of interesting subjects around wealth management:
* How quantitative investment can improve wealth management
* Why clients are as well served by wealth managers as they could be
* Client/wealth manager conflicts of interest
..and much, much more! -
Episode 3 - Interview with Daniel Zurbrügg of BFI Infinity
In this episode we interview Daniel Zurbrügg of BFI Infinity, a Swiss based wealth manager specialised in serving US clients.
We cover a breadth of subjects, from why Swiss Wealth Management is relevant to US clients, to thoughts on the evolving regulatory climate, US lobbyism and the differing view on conflicts of interest on both sides of the Atlantic. -
Episode 2 - Interview with Anne Liebgott on Swiss Wealth Management for Americans
This episode is an interview with Anne Liebgott of AmericansWelcome.swiss, on why Swiss Wealth Management is still relevant for North American clients, what Switzerland has to offer, and how the Swiss Financial Centre can remain competitive into the future.
-
Episode 1 - Introduction & discussing KPMG's "Clarity on the Performance of Swiss Private Banks"
This is the first episode of the Future of Wealth Management, we discuss the following areas:
* An introduction to the podcast and its purpose
* Summarise key points from KPMG's "Clarity on the Performance of Swiss Private Banks" study"
* Discuss the conclusion, and where we slightly disagree with it, proposing alternate questions to ask.
* Summarise and talk of future episodes.