A conversation with our Head of Advisory

from Perspectives · host Rothschild & Co Wealth Management Switzerland

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.https://www.rothschildandco.com/en/wealth-management/switzerland/insights/

What this episode covers

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. https://www.rothschildandco.com/en/wealth-management/switzerland/insigh...

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A conversation with our Head of Advisory

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This episode was published on June 15, 2023.

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