Investment Conversation Starters
Lionel Guerraz3 ideas for Client Advisors and Relationship Managers to start a thematic investment conversation with their clients
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 31 | Subscribers | Read | lionelguerraz.substack.com |
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Latest Issues
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How to start an investment conversation?
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Authors
The writers behind this newsletter.
I specialize in distributing and marketing UBS Asset Management investment funds across Switzerland & EMEA via digital platforms. I talk about #investing in financial #markets, thematic #investment and #technology, and #financecareers
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