Perspectives podcast: A conversation with advisory

What client needs does Investment and Portfolio Advisory cover? 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.

Subscribe to Perspectives on Apple Podcasts and Spotify

Read more articles

  • Monthly Market Summary: September 2023

    Insights

    Global equities declined further in September, by 4.1% (USD terms), and global government bonds also fell by 1.6% (USD, hedged terms).

  • Rothschild & Co receives three major awards from The Banker magazine

    Awards

    Our Global Advisory Business is named 2023’s Independent Investment Bank of the Year, and Investment Bank of the Year for M&A and for Restructuring.

  • Making better investment decisions

    Quarterly Letter

    Humans are irrational beings, yet economic theory often assumes we are perfect decision makers. In this Quarterly Letter we examine some of the common mistakes people make, and explain how acknowledging these flaws can strengthen, rather than weaken, our investment decisions.

  • Using Lombard lending to maximise your wealth

    Insights

    No parent wants to pass on wealth to their children and watch them fritter it away. Here’s how to give your family the best chance in life while ensuring your wealth is protected for generations to come.

  • Insights: Issue 12

    Market Commentary

    The 12th edition of Mosaique Insights takes a closer look at an industry that has experienced significant transformations in recent years and explore how we can assist our clients in navigating complex market environments. Additionally, we shed light on the asset class of private markets and take you on a trip to the United States with our equity research team.

  • Rothschild & Co hires Andrew Yearley as Global Co-Head of Restructuring

    Press releases

    Key senior hire strengthens and further enhances the firm’s Restructuring practice in North America.

Back to top