Wealth Insights

As global complexity continues to rise, wealthy families are increasingly using family offices to manage their affairs. But what does this actually involve, and how do external advisors guide families on their wealth journey? Our latest episode of the Wealth Insights podcast explores these topics and more.

Need a lightbulb moment to tackle the energy crisis? On this episode of Wealth Insights, we interview Norbert Ruecker, Julius Baer’s Head of Economics & Next Generation Research. He reveals how you – as an investor and a consumer – can understand the current energy crisis that is front of mind today. What does such a crisis mean for the energy transition – and are we closer than ever to a cleaner future?

What are personal inflation rates? How is your spending ability being impacted by current economic circumstances? What does this mean for the future? In the latest episode of our Wealth Insights podcast, we will be tackling how to protect purchasing power as life for everyone becomes increasingly expensive.

During periods of global uncertainty, holding onto cash may feel a safe bet, but doing so can affect both your portfolio performance and your purchasing power. We look at the role cash plays in a portfolio, and how it can be successfully deployed, in the latest episode of Wealth Insights.

Private markets might seem relatively straightforward on paper: they are anything that doesn’t have the ability to be traded in the public domain. In reality, they cover a broad, and broadening, base of sectors from real estate and private equity, to classic cars and wine. They have also evolved tremendously over the last few decades as an alternative to public equity investments.

With investors and wealth managers increasingly searching for interesting opportunities outside of public markets, we asked Julius Baer’s CIO Yves Bonzon and private equity product specialist Simon Ibbitson to help us understand more about private markets, and discuss their upsides and downsides.

In this episode of our Wealth Insights podcast, we discuss the rise of Sustainable Investing, and consider the questions – both positive and negative – that this has prompted. We speak to our experts to learn more about what investing sustainably really means.

Responsible wealth management is one of today’s hottest topics for the wealth management industry and investors. Environmental, Social, and Governance topics commonly referred to as ESG are at the centre of many discussions among CEOs, governments, and our broader society, particularly with the pandemic showing how fragile and interconnected our world is.

In this episode of our Wealth Insights podcast, host Emily Rookwood & John Franklin are joined by Philipp Rickenbacher, CEO, Julius Baer; and Yvonne Suter, Head Sustainability & Director of the Sustainability Board to discuss how the financial services industry, and wealth managers like Julius Baer, can help drive the sustainability agenda forward. We also explore how investors who are keen to make an impact with their assets can start their responsible investment journey, and what embracing this movement can mean for those investors, as well as society as a whole.

Saving for retirement and being able to maintain your lifestyle is an important topic for both young and old, but how can you plan to retire well and what steps can you take? We discuss this topic with Andy Feller, Head German Speaking Switzerland, in the latest episode of our Wealth Insights podcast

If you are approaching or on the brink of retirement, what actions can you take to ensure that you are able to maintain your lifestyle and retire well?

Even if you have just started your career, it is important to start planning for retirement as early as possible, but what are the best approaches?

Start early, plan ahead, educate yourself, and spend less than you earn! Andy Feller, Head German Speaking Switzerland, gives us his Wealth Insights on retirement in the latest episode of our podcast series

How are lifestyle trends and consumption patterns of wealthy individuals changing globally, and what does that tell us about wealth preservation and wealth management strategies? We discuss the findings of this year’s report with Rajesh Manwani, Head Markets & Wealth Management Solutions Asia Pacific.