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Asset allocation - our CIO’s tips and tricks

Asset allocation - our CIO’s tips and tricks

In the first episode of Julius Baer's Wealth Insights podcast, our moderator Mi Thich talks to Yves Bonzon, Group Chief Investment Officer, to understand the basics of asset allocation. What is asset allocation? How do you determine the right mix? And which personal tips and tricks has Yves got to share? Click on the player below to find out!

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Click on the player below to hear the conversation between Mi and Yves:

Wealth Insights Podcast Episode 01: Asset Allocation

-00:00

  • Download audio | MP3, 16 MB
  • Wealth Insights Podcast

    Our monthly Wealth Insights podcast focuses on the most important moments in life – whether it is starting a business, building up a fortune, moving abroad, preparing for retirement or transferring wealth to the next generation. We ask the relevant questions and provide answers from a wealth management perspective. 

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