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We're 'Proud' of Net New Money Figure, Says Julius Baer CEO

We're 'Proud' of Net New Money Figure, Says Julius Baer CEO

Assessment

Interactive Video

Business

University

Practice Problem

Hard

Created by

Wayground Content

FREE Resource

The transcript discusses the challenges faced by Julius Baer in terms of market performance, asset management, and stock performance. It highlights the company's strategies to address these issues, including entering new markets and focusing on personnel management. The discussion also covers concerns about potential takeovers and the company's market position. Finally, it provides insights into client activity and the market outlook for the coming year.

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3 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the target for net new money delivery in 2019?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What concerns were raised regarding talent retention in wealth management?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

What is the speaker's perspective on the risk of a takeover?

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