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Future of Wealth Management
Future of Wealth Management
4 episodes
1 month ago
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!
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Business
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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!
Show more...
Business
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Episode 1 - Introduction & discussing KPMG's "Clarity on the Performance of Swiss Private Banks"
Future of Wealth Management
12 minutes 2 seconds
6 years ago
Episode 1 - Introduction & discussing KPMG's "Clarity on the Performance of Swiss Private Banks"
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.
Future of Wealth Management
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!