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.
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.