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Perspectives

Rothschild & Co Wealth Management Switzerland

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In each episode of "Perspectives from Rothschild & Co Wealth Management Switzerland" we share our perspectives on developments impacting markets and the global economy as well as explore the different approaches to allocating capital and making investment decisions through insightful interviews.
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A podcast by Enzo Caputo focusing on wealth management, Swiss banking, tax optimisation, international relocation, business opportunities and more. Enzo Caputo is the founder and CEO of Caputo & Partners AG (Ltd.), a Swiss Company helping international private clients. Most of our clients have bank accounts in Switzerland. All members of our team have collected professional experience inside a Swiss bank for more than 20 years and have a wide-spread network with other bankers. Such private c ...
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show series
 
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 Perspectives podcast, Laura Künlen and Global Investment Strategists Kevin Gardiner and Vi…
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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 …
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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…
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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…
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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 …
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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…
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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 10th, 2024.…
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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 …
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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 …
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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…
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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…
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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…
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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…
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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…
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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
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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
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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
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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 …
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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…
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We help you to open the best Swiss bank account with the safest Swiss bank and an asset manager that gets results. We will ensure fair pricing. We will protect your assets. What's in this Podcast episode:00:00 How to open a Swiss bank account for non-resident online - Intro01:40 Why are Swiss banks famous02:24 Best Swiss bank account for foreigners…
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Recent weeks have been marked by an unforeseen decline in June's inflation figures. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss how this has changed our investment thinking, provide insights into the key drivers behind the outlook …
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Business surveys suggest that growth will slow further in the second half of 2023, while stubbornly-sticky core inflation is keeping central banks on their toes, and policy rates have yet to peak. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfou…
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What client needs does Investment and Portfolio Advisory address? What's the relationship between investment knowledge and psychology? And what do Nicaragua and Switzerland have in common? In this episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Amaya Gutierrez, Head of Investment and Portfolio Advisory, reflect upon the…
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What does the job profile of a private banker look like and what are the challenges when it comes to preserving wealth? In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Giovanna Lagutaine, Market Head Switzerland, discuss these questions and more and also explore the Rothschild & Co art collection.…
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The recent stress in the banking sector seems to have abated but there remain many questions. In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour share their latest thinking on the economic backdrop and what this means for the markets.…
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Don't miss this podcast episode: Credit Suisse Financial Crisis Explained. The problem is more of a bad image crisis than a financial crisis. The most frequent question is. Which bank is super safe for depositing the assets? Investors are scared. The Credit Suisse bondholders who lost 16 billion Swiss francs are angry and furious. The pension fund …
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What are the secrets behind the best bonds to invest in 2023? We have a revival for bond investments. Investors are looking after bonds again. Bonds are back again.This is an interview with Helge Müller, the Chief Investment Officer of Geneve Invest, a Swiss asset management company based in Geneva. He is an expert in investing in bonds. He makes t…
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We will open for you the best business account for international payments with us. We are happy to open an international business bank account increasing your international business fast. There are very innovative Swiss banks offering international payment service for important volumes and exotic jurisdictions. Our business-otiented Swiss banks hav…
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Welcome to a new episode of the Swiss Banking Lawyers podcast with Enzo Caputo, your place where to learn how to be rich and stay rich benefitting of Swiss banking. We all know it’s close to impossible to find the best Swiss bank for international payments.Swiss banks are scared of doing payments. The money laundering risks are high if you are not …
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This podcast episode tells you the latest developments in trade finance banking in Switzerland.We have registered a revival of trade finance banking in Switzerland. Brand new Swiss banks are focussed on trade finance banking as a business model.They hired super competent compliance staff. They are in a position to offer a very fast execution of int…
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There is a revival for investing in bonds. Many investors are reconsidering bonds.What are the biggest mistakes to avoid when investing in bonds?This podcast episode is an exclusive interview with Helge Müller, the Chief Investment Officer of Geneve Invest, a Swiss asset management company based in Geneva. He is one of the best experts in investing…
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The interest rates are increasing. The stocks are suffering. Are bonds attractive again? Yes. Let's have a closer look in this podcast episode by Enzo Caputo featuring Helge Müller from Geneve Invest, a very successful corporate bonds investor.Helge Müller is one of the best bond experts in Switzerland. He is a Swiss asset manager operating in Gene…
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Cash out millions of Bitcoins with Swiss banks. Our guest Dario Berta is a former director of UBS. Dario is introducing successful Bitcoin investors to Swiss banks accepting crypto and converting them to real money.Swiss banks offer the safest storage facilities for crypto investments.Swiss banks are very strict in checking the history of cryptocur…
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This Podcast shows one of the best ways to invest in precious metals.The best way for investing in gold and silver is to invest in physical gold.The best and safest storage place for physical gold is Switzerland.The best way consist also in diversifying the risks by investing in an investment fund.The question is how to make money with physical gol…
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If you are investing in Switzerland as a foreigner, you are not alone.30% of all offshore money in the world is invested with Swiss banks.All these offshore investors owning so much money can not be wrong. Switzerland is a safe-haven country.You can choose among 286 banks and 2,500 independent asset managers.Learn more at https://swiss-banking-lawy…
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In this episode, you will learn 77 reasons, advantages, examples, and facts for Swiss bank account opening. Our law firm helps choose the best Swiss bank account for foreign clients.People fear the effects of money printing, helicopter money, inflation, and political instability. Smart investors have a plan B.Since Covid-19, Swiss banks collected a…
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A Swiss Asset Manager with over 30 years of experience gives investment tips on how to invest in physical Gold.We are starting an interview series with various Swiss asset managers.Get a deeper insight into the world of private Swiss wealth management.These recordings were made before the Corona crisis.The information in these videos is all the mor…
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► Find out a little-known (but legal) strategy with Cyprus Passport & Citizenship by Investment to move to Switzerland or UK as Non-EU Citizen ►Get your Swiss, UK residency within 3 monthsIt is close to impossible for Non-EU citizens to get a residence permit in the EU, for example to move to Switzerland, Norway or to the UK . The EU Immigration sy…
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The last decade, a tornado went through the banking sector and the financial industry in general.International initiatives like the Automatic Exchange of Information, Common Reporting Standard and anti-money-laundering regulations make it impossible to hold money confidential. The truth is that financial privacy is compromised. In this video I will…
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Are Swiss Banks in trouble? How safe is your Money with Credit Suisse?Swiss banks are under a frontal attack by the UK and the US media. There is an ongoing defamation campaign against Swiss banks.Despite attacks against the reputation of the Swiss banks, they are doing great.Since Covid and the war in Ukraine business is booming.Never have Swiss b…
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This International Women's Day we open the door to The Rothschild Archive. In the latest episode of Wealth Management Switzerland's Perspectives podcast, Laura Künlen and Melanie Aspey, Director of The Rothschild Archive, shed light on how the women of the Rothschild family shaped the early days of the business and how their legacy translates till …
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Will there be a recession? Is inflation indeed fading? And is it time for eurozone stocks to outperform? In the latest episode of Perspectives from Wealth Management Switzerland, Laura Künlen and Global Investment Strategists Kevin Gardiner and Victor Balfour discuss recent events in the markets and what underlying factors are driving them.…
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A war in Europe, an energy crisis, shades of the 1970’s – inflation and industrial unrest – and sharply rising interest rates. Just to name a few themes that dominated the economic and investment world in 2022. But what about 2023? In the latest episode of Perspectives from Rothschild & Co WM Switzerland, Laura Künlen and Global Investment Strategi…
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There are several ways to start a Swiss bank. In this podcast episode we discuss the benefits with Dario Berta, a Swiss banking expert.You can buy one of the existing Swiss banks and wait 2 years until FINMA will approve the deal.FINMA is the financial watch dog in Switzerland.Offshore banking business cannot be started before having received the S…
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Most rich people invest in their businesses and in real estate. However, a substantial part of the cake is invested offshore in safe-haven countries for asset protection. Rich people are looking for the safest place to keep money.What do rich people invest in? Since Covid-19 rich people keep their money with tangible assets. They invest in high-qua…
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This podcasts tell you one of the best ways to invest in precious metals.The best way for investing in gold and silver is to invest in physical gold.The best and safest storage place for physical gold is Switzerland.The best way consist also in diversifying the risks by investing in an investment fund.The question is: How to make money with physica…
  continue reading
 
In this podcast episode, you'll learn what the three best places for real estate investing in Switzerland, Canton Zurich, Zug and Ticino and why.The fastest capital gain can be realized in Zurich, Zug and Lugano.Despite the covid-19 crisis, the real estate market is booming in the 3 best places in Switzerland.Take-away: Engage a super-qualified age…
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