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A conversation with advisory

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Manage episode 366151485 series 3484526
Content provided by Rothschild & Co Wealth Management Switzerland and Co Wealth Management Switzerland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rothschild & Co Wealth Management Switzerland and Co Wealth Management Switzerland or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 these questions as well as venture into some investing trends for 2023.

  continue reading

26 episodes

Artwork
iconShare
 
Manage episode 366151485 series 3484526
Content provided by Rothschild & Co Wealth Management Switzerland and Co Wealth Management Switzerland. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rothschild & Co Wealth Management Switzerland and Co Wealth Management Switzerland or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 these questions as well as venture into some investing trends for 2023.

  continue reading

26 episodes

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