The WealthStack Podcast

The WealthStack Podcast: The Future of Personalized Portfolio Management with Govinda Quish


Listen Later

Clients expect personalized portfolios and proposals. So, what if you could ditch cookie-cutter models and deliver truly personalized portfolios, at scale, without blowing up the back office?

In this episode of the WealthStack podcast, Shannon Rosic chats with Govinda Quish, managing director and global head of wealth management product at MSCI. Govinda brings a global wealth lens and deep tech expertise (plus a shared love for horses) to the discussion, as he unpacks how MSCI Wealth Manager transforms complex data into actionable insights for advisors.

Key takeaways:

  • Why only 10% of advisors are using tech to personalize at scale and how to fix it
  • What “advisor-first design” really means
  • How MSCI Wealth Manager streamlines proposals, tax-aware planning and custom indexing
  • The rise of private assets and how advisors can model them effectively
  • The benefits of using MSCI’s risk solutions to calm clients during market volatility
  • Resources:

    • Listen to WealthStack on WealthManagement.com
    • Subscribe and listen to WealthStack on Apple Podcasts
    • Subscribe and listen to WealthStack on Spotify
    • Connect with Shannon Rosic:

      • Shannon Rosic
      • WealthStack website
      • WealthManagement.com
      • Connect with Govinda Quish:

        • MSCI Website
        • LinkedIn: MSCI Inc.
        • LinkedIn: Govinda Quish
        • About Our Guest:

          Govinda’s career has been focused on risk and portfolio management for global family offices in the U.S., Hong Kong, UK, and Switzerland. In 2007, he co-founded Quish & Co, LP, an RIA in Boulder, CO. In 2014, he founded Quish & CO AG, a private investment office in Zurich, Switzerland, serving the interests of European families.

          ...more
          View all episodesView all episodes
          Download on the App Store

          The WealthStack PodcastBy Shannon Rosic

          • 5
          • 5
          • 5
          • 5
          • 5

          5

          3 ratings


          More shows like The WealthStack Podcast

          View all
          We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

          We Study Billionaires - The Investor’s Podcast Network

          3,380 Listeners

          Acquired by Ben Gilbert and David Rosenthal

          Acquired

          4,159 Listeners

          Animal Spirits Podcast by The Compound

          Animal Spirits Podcast

          1,994 Listeners

          The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

          The Perfect RIA

          455 Listeners

          Fintech Impact by Jason Pereira

          Fintech Impact

          7 Listeners

          WealthTech Today by Craig Iskowitz

          WealthTech Today

          14 Listeners

          The Compound and Friends by The Compound

          The Compound and Friends

          2,078 Listeners

          Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

          Kitces and Carl - Real Talk for Real Financial Advisors

          240 Listeners

          Morning Brew Daily by Morning Brew

          Morning Brew Daily

          2,974 Listeners

          Barron's Advisor by Barron's Advisor

          Barron's Advisor

          108 Listeners

          RiskReversal Pod by RiskReversal Media

          RiskReversal Pod

          804 Listeners

          WealthTech on Deck by LifeYield

          WealthTech on Deck

          18 Listeners

          RIA Edge by David Armstrong

          RIA Edge

          14 Listeners

          The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

          The Efficient Advisor: Tactical Business Advice for Financial Planners

          125 Listeners

          This Week in Wealth by Citywire

          This Week in Wealth

          4 Listeners