3 episodes

Our monthly Wealth Insights podcast focuses on the most important moments in life: starting a business, building a fortune, moving abroad, preparing for retirement, or wealth transfer and succession matters. We ask the relevant questions and discuss solutions from a wealth management perspective.

Wealth Insights Julius Baer

    • Investing

Our monthly Wealth Insights podcast focuses on the most important moments in life: starting a business, building a fortune, moving abroad, preparing for retirement, or wealth transfer and succession matters. We ask the relevant questions and discuss solutions from a wealth management perspective.

    Episode 03 - The Global Wealth and Lifestyle Report: Rajesh Manwani

    Episode 03 - The Global Wealth and Lifestyle Report: Rajesh Manwani

    How are lifestyle trends and consumption patterns of wealthy individuals changing globally, and what does that tell us about wealth preservation and wealth management strategies? We discuss the findings of this year’s report with Rajesh Manwani, Head Markets & Wealth Management Solutions Asia Pacific.

    • 13 min
    Episode 02 - Lending: Gilles Stuck

    Episode 02 - Lending: Gilles Stuck

    Taking out a loan can be intimidating, but it needn’t be. Our Head of Structured Finance Gilles Stuck explains the most common mistakes people make when taking out a loan and how you can avoid them.

    • 9 min
    Episode 01 - Asset Allocation: Yves Bonzon

    Episode 01 - Asset Allocation: Yves Bonzon

    In the first episode of Julius Baer's Wealth Insights podcast, our moderator Mi Thich talks to Yves Bonzon, Group Chief Investment Officer, to understand the basics of asset allocation. What is asset allocation? How do you determine the right mix? And which personal tips and tricks has Yves got to share?

    • 8 min