Clients see their total wealth as their businesses, real estate, aircraft, collectibles, art and family heirlooms - but bankers only want to talk about research, stock markets and trading financial instruments.
In today’s #MakerZone we have a good conversation with Douglas Azar, a fintech entrepreneur and investment advisor. This is another real-life example of how a wealth management startup (Wealthinitiative AG) is changing the game with their platform supporting top tier wealth management institutions and family offices. Wealthinitiative internally matches their clients’ requests (buying and selling) in real estate, art, passion investments and business deals.
My name is David Bruno and I am head of innovation at the world's largest wealth manager.
Music By Ryan Little - Star Writings