EPISODE · May 27, 2025 · 35 MIN
Voices #027 - Shaping Wealth with Purpose: From Markets to Meaning
from EVOLVE Podcasts | Global Commerce Insights · host EVOLVE Commerce Club
In this episode of EVOLVE Voices, Mayssa Nasr hosts Marguerite Choueiry Bazerli.Marguerite Ch. B, an expert who has spent the last 30 years navigating the world of high-net-worth investing, explore the evolution of private banking and wealth management, They discuss:✅ The shift from traditional banking to modern asset management✅ Investing across public markets, private equity, real estate & VC✅ Building strategies across generations and geographies✅ The transformation of client expectations in today’s financial world✅ The power of purpose and values in managing wealthThis conversation reveals how the world of finance is changing and what it truly means to shape wealth with intention.Join our newsletter!Our community insights, global commerce perspectives, sent to your inbox every Weekend: https://evolvecommunity.beehiiv.com/subscribeWant to join the #01 community of senior commerce leaders spanning 42 markets?Request your application today: https://www.evolve-community.com/👉 Don’t forget to like, subscribe, and leave a review if you enjoyed this episode!
What this episode covers
In this episode of EVOLVE Voices, Mayssa Nasr hosts Marguerite Choueiry Bazerli.Marguerite Ch. B, an expert who has spent the last 30 years navigating the world of high-net-worth investing, explore the evolution of private banking and wealth management, They discuss:✅ The shift from traditional banking to modern asset management✅ Investing across public markets, private equity, real estate & VC✅ Building strategies across generations and geographies✅ The transformation of client expectations in today’s financial world✅ The power of purpose and values in managing wealthThis conversation reveals how the world of finance is changing and what it truly means to shape wealth with intention.Join our newsletter!Our community insights, global commerce perspectives, sent to your inbox every Weekend: https://evolvecommunity.beehiiv.com/subscribeWant to join the #01 community of senior commerce leaders spanning 42 markets?Request your application today: https://www.evolve-community.com/👉 Don’t forget to like, subscribe, and leave a review if you enjoyed this episode!
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Voices #027 - Shaping Wealth with Purpose: From Markets to Meaning
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