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The Biz of Wealth
The Biz of Wealth
12 Mar 2021
El Investigador Desvergonzado
Alberto es muy reconocido en los mercados y es invitado continuamente a participar en entrevistas en medios de todo el mundo The post El Investigador Desvergonzado appeared first on The Biz of Wealth.
2 Mar 2021
Banking happens exactly where the client is – German Pugliese
German has been helping banks innovate in their digital service offering since before they even understood the need for clients to have access to their accounts online. The post Banking happens exactly where the client is – German Pugliese appeared first on The Biz of Wealth.
19 Jan 2021
Ideas de Marketing para el sector financiero en la era digital – Eleazar Garzón
En esta edición, Eleazar Garzón y Alejandra Slatapolsky ofrecen su mirada sobre la implementación de ideas, técnicas y estrategias de marketing en el sector de asesoría financiera, especialmente las herramientas digitales y la manera de enfocarlas para ofrecer una experiencia óptima al cliente, a la par de mejorar la competitividad y facilitando el acceso a… The post Ideas de Marketing para el sector financiero en la era digital – Eleazar Garzón appeared first on The Biz of Wealth.
5 Jan 2021
Niche Financial Advisory – Mauro Cognetta
Launching a financial advisory firm is challenging in any circumstances. In Latin America and during a pandemic, let’s just say it is not simple. However, Mauro Cognetta did just that and is doing great. Why? Because he did what many industry and marketing gurus always recommend: to focus on a niche.To specialize in a segment… The post Niche Financial Advisory – Mauro Cognetta appeared first on The Biz of Wealth.
6 Dec 2020
From Corporate America to Entrepreneur: What many don’t talk about – Habib Moudachirou
Although many large corporations talk about an “entrepreneurial spirit” the reality of starting an asset management business is very different. Habib did just that. Through his many years in corporate America, he defined what would be his the do’s and don’t in his own firm earlier this year, went ahead and did just that. Not… The post From Corporate America to Entrepreneur: What many don’t talk about – Habib Moudachirou appeared first on The Biz of Wealth.
25 Nov 2020
The ESG Trailblazer
The ETF world and the ESG world were not intertwined until Linda came along. Now, the ESG ETF segment is the fastest growing segment in all of the ETF industry, but there is still much to do. According to Linda if you ask investors “are you interested in ESG investing?” it will take you nowhere.… The post The ESG Trailblazer appeared first on The Biz of Wealth.
7 Nov 2020
Trading is about FOMO (Fear of Missing Out)
Leonardo Cardoso is managing a platform that measures market sentiment in real time for traders to act on it daily. This means that they have had to measure behavior of market participants and found that there are 55 different types of market participants that influence the markets.With this information they were able to find that… The post Trading is about FOMO (Fear of Missing Out) appeared first on The Biz of Wealth.
21 Oct 2020
Recipes for Innovation in Wealth Management
From Marcus Bank by Goldman Sachs to El Corte Ingles, we examine with Rafael Febres what innovative organizations have in common. How do they behave? How do you manage change? What is the best combination of team, culture and technology to truly institutionalize innovation in an organization? We explore how organizations that excel at innovation… The post Recipes for Innovation in Wealth Management appeared first on The Biz of Wealth.
18 Oct 2020
¿Construyes marca o productos?
Muchos dicen que no hay producto en el mundo que no sea “commoditized” o vaya a serlo en el corto plazo. Por eso, la única forma de construir una organización de alto valor es apostando a su marca, y la conexión de sus clientes con ella. En el sector financiero este hecho es ahora mucho… The post ¿Construyes marca o productos? appeared first on The Biz of Wealth.
5 Oct 2020
(We) Family Offices and Achieving Economies of Scale
Is the new role of the wealth advisor similar to what family offices have done all along? Cesar Pachon from We Family Office sat down for a discussion on the role of the family office now and in the future. The post (We) Family Offices and Achieving Economies of Scale appeared first on The Biz of Wealth.