Wealth Insights

Wealth Insights

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Wealth Insights episodes

  • Lending: Gilles Stuck
    Taking out a loan can be intimidating, but it needn’t be. Our Head of Structured Finance Gilles Stuck explains the most common mistakes people make when taking out a loan and how you can avoid them.
    10 min
  • Asset Allocation: Yves Bonzon
    In the first episode of Julius Baer's Wealth Insights podcast, our moderator Mi Thich talks to Yves Bonzon, Group Chief Investment Officer, to understand the basics of asset allocation. What is asset allocation? How do you determine the right mix? And which personal tips and tricks has Yves got to share?
    9 min

About Wealth Insights

From the publisher's feed

Our monthly Wealth Insights podcast focuses on the most important moments in life: starting a business, building a fortune, moving abroad, preparing for retirement, or wealth transfer and succession matters. We ask the relevant questions and discuss solutions from a wealth management perspective.