Wealth Insights
Wealth Insights
Episodes
Episodes of Wealth Insights
Mark All
How do entrepreneurs plan for their business life cycle? The latest episode of the Wealth Insights podcast delves into the wisdom of Glenn Branney, Julius Baer’s UK Regional Head of Wealth Planning.
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
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 understa
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 purch
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 deploy
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 equi
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 sustainab
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, governme
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 Switzerl
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
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.
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 m
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