Best Wealth Management Switzerland Podcasts (2024)

1
Fed surprise: insurance, not fire-fighting 11:08

5d ago11:08

11:08

Monetary policy has taken centre stage with the Federal Reserve's much-anticipated decision to cut interest rates. What does this mean for the broader economic outlook, and could it signal the beginning of a recessionary easing cycle? In the latest episode, Laura Künlen sits down with Global Investment Strategists Kevin Gardiner and Victor Balfour …

1
Wealth management for ladies with Karen Wendt from the Swiss FinTech Ladies and Mahnoosh Mirghaemi, CEO of Colivar 29:43

10d ago29:43

29:43

Dr. Karen (PHD) Wendt, President of the Swiss FinTech Ladies, and Mahnoosh Mirghaemi, CEO and founder of Colivar, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about modern wealth management approaches, leveraging technology such as AI, catering specifically to underserved groups like women, and the role that SFTL plays in closing…

1
Ein Gespräch mit unserem Head of Wealth Management Deutschland 17:04

1M ago17:04

17:04

Wussten Sie, dass der Name „Rothschild“ vom roten Schild stammt, das einst vor dem Haus der Familie in der Judengasse in Frankfurt am Main hing? Hier legte Mayer Amschel Rothschild im späten 18. Jahrhundert den Grundstein für sein Geschäft. In dieser Folge unseres Podcasts begrüssen wir Henrik Herr, Head von Wealth Management Deutschland. Er sprich…

1
A conversation with the Head of Wealth Management Germany 15:41

1M ago15:41

15:41

Did you know that the name "Rothschild" comes from the "red shield" that once hung in front of the family’s house in the Judengasse in Frankfurt am Main, Germany? It was also here that Mayer Amschel Rothschild established his business in the late 18th century. In this edition of our podcast, we welcome Henrik Herr, Head of Wealth Management Germany…

1
Watches - invest and own them with Ennio Limbach – Brun del Re, founder & CEO of Zurichberg (Switzerland) 27:22

1M ago27:22

27:22

Ennio Limbach – Brun del Re, founder and CEO of Zurichberg, an alternative investment and co-ownership platform focused on watches, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about why it is needed and how it works. Here is what they discussed in more detail: Ennio's journey towards building new products and businesses Why has …

1
Have markets settled down? 11:41

2M ago11:41

11:41

This summer has been far from dull. Historically, August and September are weaker months for U.S. stock returns, but last week’s global market sell-off surprised investors with its severity. Since then, markets have staged a remarkable recovery. In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and…

1
MENA Series with Dorra Mahbouli: Making payments painless with Hazim Sebbata, Director General of Cash Plus (Morocco) 34:25

2M ago34:25

34:25

In this episode of the Voice of FinTech, the MENA Series hosted by Dorra Mahbouli spoke to Hazim Sebbata, Cash Plus's Director General (DG), a prominent financial services company in Morocco. He plays a significant role in the company's operations, focusing on enhancing and diversifying the financial services available to Moroccans. Under his leade…

1
How to grow your business if you are a financial advisor with Derrick Kinney (USA) 38:14

2M ago38:14

38:14

Derrick Kinney, founder of Success For Advisors, Top Leadership Voice for financial advisors on LinkedIn, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about how financial advisors can grow their business. Here is what they covered: Derrick's journey from financial advisor to leadership speaker and consultant What problem is Derri…

1
A mid-year review with our CIO and Global Investment Strategist 17:27

3M ago17:27

17:27

As we reach the mid-year mark, it's time to reflect on an eventful first half of 2024. In the latest Perspectives podcast from Rothschild & Co, Laura Künlen discusses with Global Investment Strategist Kevin Gardiner and CIO Dr. Carlos Mejia the main macroeconomic developments and how our strategies have performed. They also explore the outlook for …

1
Intelligent search with Jim Tousignant, founder and CEO of FinTech Studios (USA) 31:06

3M ago31:06

31:06

Jim Tousignant, founder and CEO of FinTech Studios, an intelligent search company, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about making business information search more intelligent and efficient. Here is what they discussed in more detail: Jim's entrepreneurial journey Many people recently opened up to AI with the advent of …

1
Polls, policy and portfolios 7:30

3M ago7:30

7:30

As we enter Q3 2024, political developments continue to hold our attention. However, what concerns us as citizens does not always align with what affects us as investors: markets often operate impersonally. In the latest edition of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategist Kevin Gardiner delve into recent Euro…

1
MENA Series with Dorra Mahbouli: Digital Transformation in Financial Services with Grace Ge from Publicis Sapient 23:50

3M ago23:50

23:50

In this episode of the Voice of FinTech, the MENA Series hosted by Dorra Mahbouli spoke to Grace Ge from Publicis Sapient, a consulting firm. Grace is a Senior Principal of Publicis Sapient's Strategy and Management Consulting practice, active worldwide, including in MENA. She specializes in advising Financial Services firms and, in particular, inc…

1
5th year Aniversary Special: Live from Money2020 with its Content Lead Micky Tesfaye 35:08

4M ago35:08

35:08

Join us for a reality check: FinTech promise vs. reality over the last five years for a 5th Anniversary Special, live from Money2020 Europe, where Voice of FinTech founder Rudolf Falat spoke to Micky Tesfaye, Content Lead at Money2020. Here is what they discussed in more detail: A customer universe of one: customer centricity, hyper-personalization…

1
Navigating wealth preservation 14:31

4M ago14:31

14:31

In the intricate landscape of securities markets, identifying reliable short-term inflation hedges is no easy feat. However, certain assets demonstrate the potential to outpace inflation. Tune in to the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, where Laura Künlen and Global Investment Strategist Kevin Gardin…

1
Helping SMEs manage cross-border payments with Patrick Gauthier, Group CEO of Convera (USA) 32:16

4M ago32:16

32:16

Patrick Gauthier, Group CEO, Director & Chair Convera USA, Director and Chair Convera Europe Financial S.A., spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about helping SMEs manage cross-border payments and more. Here is what they covered in more detail: Patrick, as a key figure in the payments sector, could you share your profess…

1
A conversation with Melanie Aspey, Director of The Rothschild Archive 22:03

5M ago22:03

22:03

2024 marks the 25th anniversary of The Rothschild Archive Trust. In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Melanie Aspey, Director of The Rothschild Archive, discuss the origins of the Archive, share captivating anecdotes about the Rothschild family, and discuss how their values can offer inspiration and guidance …

1
B2B payments and Embedded Finance with Hana Rolles, CEO of Paynetics UK 20:09

5M ago20:09

20:09

Hana Rolles, CEO of Paynetics UK, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about B2B payments, embedded finance, and more. Here is what they covered in more detail: Hana's journey from an incumbent (VISA) to a start-up (Paynetics) Why are B2B payments special, and how do they fit into Embedded Finance world What is Paynetics'…

1
Higher for even longer? 10:12

5M ago10:12

10:12

In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss the recent shift in market sentiment and the re-escalation of geopolitical tensions in the Middle East. They also explore whether the "higher for longer" scenario regardin…

1
Why data accessibility is crucial for scaling up FinTechs with Sarah Biller, co-founder of Fintech Sandbox (USA) 23:56

5M ago23:56

23:56

Sarah Biller, co-founder of Fintech Sandbox, VC investor and board member and American Banker Top 20 Most Influential Women in Fintech, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about data accessibility and how her initiative, Fintech Sandbox, helps. Sarah talked about her journey and how she got involved in the start-up ecosy…

1
FinovateEurope Recap with Greg Palmer, VP and Director of FinTech Strategy (USA) 36:50

6M ago36:50

36:50

Greg Palmer, VP and Director of FinTech Strategy at Finovate, a series of FinTech conferences in Europe and the US, spoke to spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about key themes emerging at the recent FinovateEurope in London. Here is what they covered in more detail: Intro - Greg's background, Finovate and Finovate Lond…

1
The last mile 11:16

6M ago11:16

11:16

In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour explore recent major central bank actions, analyse the various narratives influencing the oil market, and offer updates on gold and bitcoin prices. Recorded on April 10, 2024.…

1
MENA Series with Dorra Mahbouli: Building payment orchestration business in Saudi Arabia with Andrew Riabchuk, founder of Akurateco 35:31

6M ago35:31

35:31

In an engaging episode of the MENA Series hosted by Dorra Mahbouli, Andrew Riabchuk from Akurateco shared insights into the company's foundation and its strategic approach to offering specialized payment solutions in the Saudi Arabian market. He highlighted how Akurateco's services are uniquely tailored to meet the nuanced demands of local business…

1
Generative AI in practice with Bernard Marr (UK) 32:56

7M ago32:56

32:56

Bernard Marr, an internationally best-selling author, popular keynote speaker, futurist, and strategic business & technology advisor, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about what generative AI can mean for all of us! Here is what they talked about in more detail: Bernard's story: how he got to do what he does today Man…

1
FinTech orchestration with Stevan Bajic, CEO and founder of Manigo (UK), hosted by Wani Baumgartner 35:29

7M ago35:29

35:29

In this episode of the Voice of Fintech podcast, Wani Baumgartner sits down with Stevan Bajic, the innovative Founder-CEO behind Manigo, to delve into the intricacies of FinTech orchestration. Discover how Manigo streamlines financial services by seamlessly connecting users to their preferred fintech infrastructure providers via a single API. Join …

1
Dispelling misconceptions 10:34

7M ago10:34

10:34

Worries about growth, geopolitics, and an authoritarian government have dramatically dented sentiment in China. In our latest episode of Perspectives, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour delve into why the challenges confronting China might be overstated and not fundamentally systemic. They also analyse …

1
Building a three-sided platform in Private Credit with Nelson Chu, CEO and founder of Percent (USA) 30:53

7M ago30:53

30:53

Nelson Chu, founder and CEO at Percent, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about the booming Private Credit market and how he built a three-sided platform in this space. Here is what they discussed in more detail: Introduction - Nelson's entrepreneurial journey Why did Nelson decide to start his own company What is Perc…

1
A conversation with a senior adviser 15:34

8M ago15:34

15:34

Simon Brewer, host of the acclaimed finance podcast, "The MoneyMaze Podcast", holds the position of senior adviser to Rothschild & Co in London. In this special edition of our Perspectives podcast, Laura Künlen and Simon Brewer delve into Simon's career journey, the insights gained from his experience as a senior manager, the responsibilities of a …

1
MENA Series with Dorra Mahbouli: Revolutionizing payment networks in Tunisia with Amin Ben Abderrahman, CEO of Konnect Networks 31:12

8M ago31:12

31:12

In this engaging episode of the Voice of FinTech, MENA Series hosted by Dorra Mahbouli, we delve into the heart of Tunisia's burgeoning startup scene with Amin Ben Abderrahman, a pioneering force in the FinTech industry in Tunisia and beyond. With a rich history of innovation across global financial capitals and a deep passion for the transformativ…

1
More of the same? 9:17

8M ago9:17

9:17

2024 is set to be a year of record-breaking elections. But what else should investors look out for this year? In the latest episode of Perspectives from Rothschild & Co Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour, discuss the current and anticipated market environment, along with t…

1
Merchant intelligence with Tess Bloch, co-founder of Spade (USA) 23:41

8M ago23:41

23:41

Tess Bloch, co-founder of Spade, a provider of merchant intelligence solutions, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about enriching payment transaction data to facilitate better anti-fraud solutions and more. Here is what they talked about in more detail: Tess's backstory What problem are you solving at Spade, and why is…

1
A conversation with our Global Investment Strategist 17:20

9M ago17:20

17:20

Kevin Gardiner, Rothschild & Co's Global Investment Strategist, has been responsible for formulating our in-house perspectives on the global economy and capital markets for almost a decade. In the latest episode of our Perspectives podcast, Laura Künlen and Kevin Gardiner delve into the motivations behind Kevin's journey to become an economist, ref…

1
MENA Series with Dorra Mahbouli: Saudi FinTech update with Faraz Amjad, Venture Architect (KSA) 25:56

9M ago25:56

25:56

Today, in another episode of the MENA series hosted by Dorra Mahbouli, we have the privilege of hosting Faraz Amjad, an industry leader in FinTech with an impressive trajectory in payments, technology consulting, and venture building. Over 25 years of experience, he has architected 12+ ventures, served in 7+ corporate leadership roles, and delivere…

1
Ethical AI solutions for credit and risk teams with Deniz A. Johnson, COO at Stratyfy (USA) 23:42

10M ago23:42

23:42

Deniz A. Johnson, COO at Stratyfy, an ethical artificial intelligence (AI) company that offers predictive analytics software for credit and risk teams spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about transparency solutions for AI, biases, diversity and more. Here is what they talked about in more detail: Deniz's background What…

1
How To Get AMEX Black Card Online In A Few Weeks 14:52

10M ago14:52

14:52

Get your Amex Centurion Card online - no invitation letter from American Express is needed!The Amex Black Card, also known as the American Express Centurion Card, is definitely the most exclusive credit card money can buy. In fact, it’s an invitation-only charge card. There are no official requirements published. The criteria are subject to specula…

1
Building modern Treasury operations with Daniel Yubi, CEO of Payable (UK) 32:57

10M ago32:57

32:57

Daniel Yubi, CEO of Payable, headquartered in London, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about improving Treasury operations through their software. Here is what they talked about: Daniel's backstory - how he got to do what he does today What problem is Payable solving, and why is it worth solving? What is their solutio…

1
Too good to be true? 10:05

10M ago10:05

10:05

How is the economy faring? How can we experience both falling inflation and improved growth? And are we at the end of the interest rate cycle? In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategist Kevin Gardiner and Victor Balfour delve into recent market developments, draw conclusions on a notabl…

1
Digital Money Demystified with Prof. Tonya Evans (USA) 34:20

10M ago34:20

34:20

Tonya Evans, professor, expert in crypto policy and law, and Board Member at Digital Currency Group, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about her new book, Digital Money Demystified, and hot issues still surrounding the crypto world. Here is what they talked about in more detail: Tonya's journey into the crypto world Yo…

1
A conversation with our CEO 14:55

10M ago14:55

14:55

Every CEO has a starting point in their career. In the latest episode of our Perspectives podcast, Laura Künlen and Laurent Gagnebin, CEO Rothschild & Co Bank AG, delve into his career journey, the motivations behind Rothschild & Co's delisting, the significance of loyalty in shaping a firm's culture, and the parallels between the worlds of finance…

1
Crypto and FinTech-related M&A update with Elliot Chun, Partner at Architect Partners (USA) 31:57

11M ago31:57

31:57

Elliot Chun, Partner at Architect Partners, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about crypto and FinTech-related M&A. Here is what they covered in more detail: Elliot's backstory: how he got to do what he does today Architect Partners' approach towards advising FinTechs - M&A or other matters? Does it mean AP advises onl…

1
A conversation with our Head of Private Banking Zurich 16:16

11M ago16:16

16:16

In the latest episode of our Perspectives podcast, Laura Künlen and Andreas Feller, Head Private Banking Zurich, explore the stereotypes surrounding wealth managers, the evolution of Switzerland into a financial hub, and the reasons why this status is expected to endure.By Rothschild & Co Wealth Management Switzerland

1
Ein Gespräch mit unserem Head of Private Banking Zürich 14:06

11M ago14:06

14:06

In der neuesten Folge unseres Perspectives Podcasts besprechen Laura Künlen und Andreas Feller, Head Private Banking Zürich, die Stereotypen rund um Vermögensverwalter, die Entwicklung des Finanzplatzes Schweiz und die Gründe, warum dieser Status voraussichtlich fortbestehen wird.By Rothschild & Co Wealth Management Switzerland

1
LegalTech Special: The future of legal practice with Colin Levy, Chief Lawyer at Malbek (USA) 30:00

11M ago30:00

30:00

Colin Levy, Chief Lawyer @ Malbek, Legal Tech Author and Commentator, Fastcase 50 2022 Honoree, and Legal Tech Start-up Advisor and Investor, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about how technology drives the legal profession to be more efficient and benefit its clients, start-ups and incumbents and individuals. Here is…

1
A conversation with our CIO 15:51

12M ago15:51

15:51

What is life at the investment helm like? What are the skills needed to be a CIO? And what does the current investment environment look like? In the latest episode of our Perspectives podcast, Laura Künlen and Dr. Carlos Mejia, CIO Rothschild & Co Bank AG, reflect upon these questions and more.By Rothschild & Co Wealth Management Switzerland

1
Upgrading the mortgage process for the 21st century with Geert Van Kerckhoven, CEO and co-founder at Oper (Belgium/Switzerland) 25:33

12M ago25:33

25:33

Geert Van Kerckhoven, CEO and co-founder at Oper, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about upgrading the mortgage process for the 21st century. Here are the questions Geert answered: Geert – what is your backstory? How did you get to do what you do today? What problem are you solving, and why is it worth solving? What i…

1
Higher for longer 9:03

1y ago9:03

9:03

September lived up to its bad reputation in financial markets, and oil prices were far from being a barrel of fun either. In the latest episode of Perspectives from Rothschild & Co, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss recent comments by central banks, provide insights on commodity price dynamics …

1
Unemployable – How I Hired Myself with Alysia Silberg (USA) 22:54

1y ago22:54

22:54

Alysia Silberg, author, speaker, and AI Investor, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about her latest book, Unemployable – How I Hired Myself. Here is what they talked about: Alysia's journey from venture capital to writing "Unemployable – How I Hired Myself" The core message of "Unemployable" and what inspired Alysia t…

1
Investing in growth with Marcus New, CEO of InvestX Capital (USA) 34:10

1y ago34:10

34:10

Marcus New, CEO at InvestX Capital, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about providing access to growth companies (later stage PE / pre-IPO) to a wider range of investors and investing in growth companies. Here is what they covered: Marcus' serial entrepreneurship journey InvestX Capital - what does it do? Are you US-fo…

1
Summertime blues 10:36

1y ago10:36

10:36

Stocks and bonds haven't had a particularly pleasant summer. In the latest episode of Perspectives from Wealth Management Switzerland Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss what we make of these developments and provide an update on the latest happenings in China.…

1
A conversation about private markets 13:20

1y ago13:20

13:20

As a complement to public equity investments, private markets have evolved significantly in the last few decades, and their popularity continues to raise. But how are private markets different to public markets? What developments can be observed in 2023? And what should an ideal allocation look like? In the latest episode of Perspectives from Wealt…

1
Democratizing Private Credit, Staking and Tokenization with Sherry Jiang, co-founder of Bluejay Finance (Singapore) 29:07

1y ago29:07

29:07

Sherry Jiang, a co-founder of Bluejay Finance, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about bringing private asset investment opportunities to more investors, leveraging technology to transform investment management. Here is what they covered in more detail: Introduction: How did you get to do what you do today? What is the…

Podcasts Worth a Listen

Wealth Management Switzerland Podcasts

Podcasts Worth a Listen

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