Posts by Alejandra Slatapolsky
(We) Family Offices and Achieving Economies of Scale
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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.
Read MoreBreaking the Asset Management Business Model
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The next generation’s expectations of Asset Management is nothing like we have seen so far. Priya has been focused on turning the Asset Management business model upside down, adapting it to her target niche: HENRYs – High Earners, Not Rich Yet.
Read MoreHow to Put People and Strategy Before Anything Else in Asset Management
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Learn from one of the most renowned asset management firms with a large network of financial advisors around Latin America, how they attracted the right advisors, at the right time, to exponentially grow their AUM.
In this episode, we discuss everything from how to implement technology to how Bolton took advantage of a shift in the marketplace to gain market share.
The Single Space no One is Owning in Asset Management
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Richard Kang discusses the realities of wealth management, hedge funds, and their future.
Read MoreA love-hate relationship: Asset Managers and Risk
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A pure mathematician’s approach to risk management in the asset management industry.
“Risk Management doesn’t work very well within the asset management industry. Even the concept of managing risk is very elusive.”
Laziness es una Enfermedad
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Cómo se llega al éxito en servicios financieros, quiénes serán los ganadores post crisis, y cómo detectar tendencias de innovación, aunque el mundo te diga lo contrario.
Read MoreThe Financial Advisor of the Future is a Life Coach
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If you talk to new generations, they ask the question of why you charge 1% for the first time. Their parents didn’t question it. How will advisors adapt?
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