Relative Return: Scaling up a new boutique
An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "Relative Return: Scaling up a new boutique" was published on August 17, 2023 and runs 32 minutes.
August 17, 2023 ·32m · Wealth Management Podcast Network
Episode Description
- Democratising investment for smaller clients
- The attractiveness of private markets
- Gaining traction with financial advisers
- Building bespoke technology to meet client needs
- Navigating liquidity and redemption in closed-ended options
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