Special episode: What is 360 Wealth Management and why does it matter? episode artwork

EPISODE · Dec 24, 2024 · 10 MIN

Special episode: What is 360 Wealth Management and why does it matter?

from Moving Markets · host Julius Baer

As part of a special two-week series featuring highlights from Julius Baer’s recent Beyond Markets podcasts, today's show features a clip from a conversation that Nicolas de Skowronski, Head Wealth Management Solutions and member of the Executive Board, and Sonia Goessi, Head of Region Switzerland and Europe and member of the Executive Board had with host Emily Rookwood on Julius Baer’s 360-degree approach to wealth management and why it is important for everyone. Our regular show that starts with daily market news returns on Monday 6th January. 00:00 Introduction by Helen Freer (Investment Writing)01:03 What is 360 Wealth Management and why does it matter? Nicolas de Skowronski (Head of Wealth Management Solutions, Member Executive Board), Sonia Gössi (Head of Region Switzerland and Europe, Member Executive Board), Emily Rookwood (Head of Publications)09:40 Closing remarks by Helen Freer (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

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Special episode: What is 360 Wealth Management and why does it matter?

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