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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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
Future of Wealth Management
51 minutes 4 seconds
6 years ago
Episode 3 - Interview with Daniel Zurbrügg of BFI Infinity
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.
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!
