Future of Wealth Management

Follow Future of Wealth Management
Share on
Copy link to clipboard

A podcast about the intersection of finance, technology & ideas, with a special focus on the wealth management space.

Future of Wealth Management


    • Nov 26, 2019 LATEST EPISODE
    • infrequent NEW EPISODES
    • 37m AVG DURATION
    • 4 EPISODES


    Search for episodes from Future of Wealth Management with a specific topic:

    Latest episodes from Future of Wealth Management

    Episode 4 - Sean Slotterback on quantitative wealth management

    Play Episode Listen Later Nov 26, 2019 68:27


    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

    Play Episode Listen Later Oct 22, 2019 51:04


    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

    Play Episode Listen Later Sep 26, 2019 20:00


    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"

    Play Episode Listen Later Sep 19, 2019 12:02


    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.

    Claim Future of Wealth Management

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel