Future of Wealth Management
Activity Overview
Episode publication activity over the past year
Episodes
Episode 4 - Sean Slotterback on quantitative wealth management
26 Nov 2019
Contributed by Lukas
This interview with Sean Slotterback touches on a lot of interesting subjects around wealth management: * How quantitative investment can improve weal...
Episode 3 - Interview with Daniel Zurbrügg of BFI Infinity
22 Oct 2019
Contributed by Lukas
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...
Episode 2 - Interview with Anne Liebgott on Swiss Wealth Management for Americans
26 Sep 2019
Contributed by Lukas
This episode is an interview with Anne Liebgott of AmericansWelcome.swiss, on why Swiss Wealth Management is still relevant for North American clients...
Episode 1 - Introduction & discussing KPMG's "Clarity on the Performance of Swiss Private Banks"
19 Sep 2019
Contributed by Lukas
This is the first episode of the Future of Wealth Management, we discuss the following areas: * An introduction to the podcast and its purpose * Summa...