Join Chris Künzle, Senior Lecturer at ZHAW School of Management and Law and founder of a research platform, for an exclusive interview with Luca Michienzi, Head Wealth Management, German and Italian Speaking Switzerland, Global Wealth Management at Wellington Management.
https://www.youtube.com/watch?v=iyUAfnwmsr4
Wellington manages more than USD 1.3 trillion globally, yet remains less well known in Switzerland than some other major asset managers. In this conversation, Luca Michienzi explains who Wellington is, who owns the firm, what sets it apart and why it is expanding its business with wealth clients and family offices in German speaking Switzerland.
The discussion then turns to investing. Chris asks Luca where he would invest USD 10 million today, which opportunities he finds particularly attractive and what role private markets should play in a portfolio. Finally, Luca looks ahead to the next five years and discusses how wealth management may evolve, including the potential disruption from artificial intelligence and the changing expectations of NextGen clients.
This video is a must see for anyone interested in wealth management, asset management, investing, private markets and the future of financial services.
Also available on Spotify.