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.
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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.
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.
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.
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.