Investment Conversation Starters
by Lionel Guerraz
#1,871
in 💰 Finance
in 💰 Finance
Investment Conversation Starters
About the Substack
3 ideas for Client Advisors and Relationship Managers to start a thematic investment conversation with their clients
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About Lionel Guerraz
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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