Wealth Manager Is Building Advisory Team to Assist Gen Z Heirs
Geneva-based Brainvest is expanding its offerings to assist a new generation of heirs who live around the world and sometimes spend beyond their means.
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Geneva-based Brainvest is expanding its offerings to assist a new generation of heirs who live around the world and sometimes spend beyond their means.
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Beatriz Sanchez, Julius Baer's head of Americas Monday, 21 December 2020 08:23 | Written by Katharina Bart Julius Baer: In Arrears Over Latin America finews.com takes stock three years into Latam boss Beatriz Sanchez’s tenure. In December of 2017, Zurich-based Julius Baer hired Beatriz Sanchez away from Goldman Sachs to run its Latin American wealth arm. The job blew up four months later when it emerged that Finma was investigating the wealth manager over wealthy Venezuelan clients. Three years into the job, Sanchez appears finally prepared to devote her attention to make the...