Interview with Carey Wealth Reporting in Zurich
“Wealth Reporting – hugely important for wealthy clients, but rarely done well“
We had the opportunity to sit down with Patrick Bos and Kevin Halouska of Carey Wealth Reporting in Zurich. We talked about a broad range of issues related to wealth reporting since this is one of the topics that surfaces time and again, particularly when clients lose money or miss opportunities as a result of inefficient or incomplete (consolidated) reporting. Unfortunately consolidated reporting is still very often unclear and arcane.... more
"It's About Transparency"
Raoul Hinder, CEO & Co-founder Portfolio Consulting AG
All asset managers tell you that they are good. But are they? Portfolio Consulting, an independent service provider based in Switzerland and Germany, analyses the returns and costs of wealth managers and makes their performance and their risk transparent. Raoul Hinder is the co-founder and CEO of Portfolio Consulting AG. In this interview he explains how objective portfolio controlling works, what its benefits are and where the wealth management industry is headed.... more
Kripa Sethuraman, Family Office Exchange
"We See Shift in Strategy"
Kripa Sethuraman is Managing Partner of Family Office Exchange, London. Kripa is an expert on all matters related to family offices. In this interview she talks about the challenges in setting up and running a family office especially during times of financial distress. ... more
Dr. Daniel Fischer, Leading Attorney of Madoff Victims
"Trust but Control"
Dr. Daniel Fischer, senior partner of the Zurich law firm ´Fischer & Partner" plays a central role in the aftermath of a number of the latest financial scandals.... more
Interview with James Buchanan
Australian Wealth Expert
Interview with James Buchanan... more