Episode Synopsis "Episode 3 - Interview with Daniel Zurbrügg of BFI Infinity"

In this episode we interview Daniel Zurbrügg of BFI Infinity, a Swiss based wealth manager specialised in serving US clients. We cover a breadth of subjects, from why Swiss Wealth Management is relevant to US clients, to thoughts on the evolving regulatory climate, US lobbyism and the differing view on conflicts of interest on both sides of the Atlantic.

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More episodes of the podcast Future of Wealth Management

• Episode 4 - Sean Slotterback on quantitative wealth management
• Episode 3 - Interview with Daniel Zurbrügg of BFI Infinity
• Episode 2 - Interview with Anne Liebgott on Swiss Wealth Management for Americans
• Episode 1 - Introduction & discussing KPMG's "Clarity on the Performance of Swiss Private Banks"