Best Wealth Management Switzerland Podcasts (2025)

1
Sunday, May 11th. Bessent's Switzerland mission. 55:45

9d ago55:45

55:45

While a UK deal progresses, trade tensions with China take center stage as Treasury Secretary Scott Bessent heads to Switzerland this weekend for early talks. We continue Spring Cleaning with Part Two of our Investment series, exploring key questions. Also on the show: What should you do with unused education funds like 529s? Are you prepared to av…

1
Saturday, May 10th. A key meeting in Switzerland. 33:54

10d ago33:54

33:54

The UK and US strengthen ties, but China's exports to the US have sharply declined. Could this weekend's Switzerland talks pave the way for a resolution? Meanwhile, the Federal Reserve holds interest rates steady, despite the President's frustration. Brian Jacobsen shares our Week-in-Review, and we continue Spring Cleaning with part two of our inve…

1
Post-Bitcoin World Order: How Nation-States Might Reorganize Around It 21:49

2d ago21:49

21:49

In this bold and thought-provoking episode of The Wirex Podcast, host Lianna Adams sits down with Janina Vinklere—CEO of Vividly Agency and Bitcoin Certified Expert—to unpack a future where Bitcoin isn't just a currency, but a new foundation for global power. Together, they explore: What a “post-Bitcoin world order” really means Which countries are…

1
Sunday, May 18th. Nicely done, S&P 55:49

2d ago55:49

55:49

Q1 earnings season is in full swing, with S&P 500 earnings growth surpassing expectations, rising 13.4% year-over-year against the Street’s forecast of 7.0%, as Dave Spano and Brian Jacobsen explore in our Week-in-Review. Curious if Annex is right for you, how to avoid retirement disappointment, or what stages lie beyond go-go, slow-go, and no-go? …

1
Saturday, May 17th. About that one, big, beautiful bill. 33:54

3d ago33:54

33:54

This week, a 90-day U.S.-China trade deal truce boosted stock markets and eased recession fears, but small businesses remained pessimistic as shown by the NFIB index, while retail sales and industrial production data were mixed. Despite stable CPI and declining PPI, Walmart’s warning about potential price increases due to tariffs highlighted ongoin…

1
A conversation with Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory 23:06

5d ago23:06

23:06

Geopolitics and financial markets are more intertwined than ever. In this episode, Alice Squires, Co-head of Investor Advisory and Co-head of Geopolitical Advisory, discusses the growing impact of geopolitics on businesses, the rise of shareholder activism, and the strategic decisions boards must take to manage risk as well as capitalise on opportu…

1
Can Italy Lead the Charge Toward a More Accessible and Credible User-First Crypto World? 13:15

11d ago13:15

13:15

In this episode of the Wirex Podcast, host Lianna Adams sits down with Alessandro Bruno-Bossio, Wirex’s Regional Managing Director for Italy and Chief Customer Strategy & Retention Officer, to explore a bold question: Can Italy become Europe’s crypto UX powerhouse? From Italy’s late-but-fast evolution in digital finance to its cultural obsession wi…

1
Sunday, May 4th. Growth: From pull-forward to fall-off. 55:41

16d ago55:41

55:41

The first quarter saw gross domestic product (GDP) dip by 0.3% on an annualized basis, translating to a modest quarterly decline of about 0.07%—essentially flat. Meanwhile, Friday's jobs report surpassed expectations. What does this mean for the markets? Join Dave Spano and Brian Jacobsen for the Week-in-Review. Plus, it’s time for spring cleaning …

1
Saturday, May 3rd. What's a McRecession? 33:26

17d ago33:26

33:26

GDP declined due to surging imports. Consumer Confidence hit COVID-era lows. ISM Manufacturing and new export orders dropped sharply. Dave Spano and Brian Jacobsen discuss these trends in the Week-in-Review. Our Spring-Cleaning theme focuses on pruning your investment portfolio, while Ask Annex addresses a bond-related question.…

1
Catch Me If You Can: How Criminals Try (and Fail) to Outsmart the IRS 33:55

19d ago33:55

33:55

In this episode of the Wirex Podcast, host Lianna Adams sits down with Jarod Koopman, Executive Director of Cyber and Forensic Services at the IRS, for a rare behind-the-scenes look into how the U.S. government investigates crypto-related crime. From tracing suspicious blockchain transactions to collaborating across borders and busting money launde…

1
Building debt capital markets on chain with Tobias Wohlfarth, Chief Business Officer at Obligate (Switzerland) 26:20

22d ago26:20

26:20

Tobias Wohlfarth, Chief Business Officer (CBO) at Obligate, an on-chain regulated bonds platform based in Switzerland, spoke with Rudolf Falat, founder of the Voice of FinTech podcast, about bringing private debt opportunities to more investors by leveraging blockchain. Here is what they discussed in more detail: Tobias' journey to the entrepreneur…

1
Beyond liberation day 8:54

22d ago8:54

8:54

On "Liberation Day", 2 April 2025, new US tariffs sparked significant market declines and increased global economic uncertainty. In the latest episode of Perspectives, host Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to examine key market developments in greater detail. They also review the latest moves…

1
Dispute Resolution on the Blockchain: Mexico’s Groundbreaking Legal Move 29:16

23d ago29:16

29:16

In this episode of the Wirex Podcast, host Lianna dives into one of the most intriguing legal experiments happening today — how Mexico is pioneering blockchain-based dispute resolution. She’s joined by Maria Castillo, Founder and CEO of Peace Keepers, a trailblazing platform reimagining how conflicts are settled using decentralized technology. Toge…

1
Sunday, April 27th. Big macro data sheds light on the outlook. 55:31

23d ago55:31

55:31

Container traffic from China to the US is slowing sharply, and retailers like Walmart, Target, and Home Depot warned of possible empty shelves. The Federal Reserve’s Beige Book raised concerns about an economic slowdown, but S&P Global PMIs held steady, though not stellar. Brian Jacobsen breaks it down in our Week-in-Review. We also dive into how A…

1
Saturday, April 26th. Survival of the fittest. 33:49

24d ago33:49

33:49

Trump has stepped back from threats to remove Powell, with tariff discussions labeled “constructive” but lacking specifics. US-China relations remain uncertain, with unclear communication and next steps. Major macro data releases provide fresh insights into the economic outlook. Brian Jacobsen has our Week-in-Review. Hear how Annex Private Client m…

1
Can Crypto Fix Wealth Inequality, or Will It Make It Worse? 35:28

29d ago35:28

35:28

In this episode of the Wirex Podcast, host Lianna Adams digs into one of the most debated questions in the crypto space: can blockchain technology truly address wealth inequality, or is it reinforcing the same power structures it set out to disrupt? Lianna is joined by Stewart Rogers, Darketing Illuminator at CONFUSION&JOY and Editor-at-Large at Da…

1
Sunday, April 20th. Retail sales pop. For now. 55:43

1M ago55:43

55:43

U.S. retail sales soared 1.4% in March, driven by a 5.3% spike in motor-vehicle purchases as consumers rushed to beat looming 25% auto tariffs and rising costs on other goods. But is this boom a fleeting high? Join Dave Spano and Brian Jacobsen for our Week-in-Review as they unpack what’s next for the economy. Plus, we’re diving into retirement pla…

1
Saturday, April 19th. A sprint before the stumble 33:47

1M ago33:47

33:47

Is Q2 GDP growth masking a Q3 slowdown? Dave Spano and Brian Jacobsen break it down in our Week-in-Review, exploring how early boosts could fade without trade policy changes. Curious about true financial planning? Mike Kirk reveals what it is—and what it isn’t. Plus, Ask Annex returns with practical tips on planning for a longer retirement.…

1
Sunday, April 13th. Whiplash. 55:30

1M ago55:30

55:30

It was a week of superlatives. Heightened volatility, inordinately large swings within the trading day, a massive rally, and nauseating reversals. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about strategies for business owners who are asset rich/cash poor. What is Warren Buffet's estate planning philosophy? Should you list…

1
Saturday, April 12th. So much for last Wednesday. 31:55

1M ago31:55

31:55

Market sensitivity to geopolitical developments and trade policies led to a wild week. Dave Spano and Brian Jacobsen present our Week-in-Review. Business owners know all too well that being asset rich, yet cash poor leads to challenges. Learn more how Annex Private Client is equipped to assist.By Annex Wealth Management

1
Exit Strategies in the AI age: How to position portfolio companies for maximum valuation 51:49

1M ago51:49

51:49

In today’s fast-paced AI-driven world, founders need to think beyond the traditional playbook when it comes to exit strategies. In this episode of the Wirex Podcast, host Lianna Adams sits down with Sanin Cutuk, Chief Revenue Officer at Workforce AI & Taxaroo, to unpack how AI is reshaping the landscape for startup exits. They dive deep into: How A…

1
MENA Series with Dorra Mahbouli: Building SME Banking in Africa with Rinse Jacobs, CEO of Zazu 35:02

1M ago35:02

35:02

In this episode, Dorra Mahbouli speaks with Rinse Jacobs, former Solaris executive and now CEO of Zazu, the rising B2B fintech reshaping SME banking in Africa. Zazu is building Africa’s first finance super-app, offering a unified platform that addresses the fragmented, outdated financial tools SMEs currently rely on. With over 44 million underbanke…

1
Sunday, April 6th. Roll with the punches. 55:33

1M ago55:33

55:33

In investing, enduring volatility is simply the price of admission for long-term gains. Last week was about buckling up. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn about our Financial Literacy Month series of webinars, planning for medical professionals, prenuptial agreements and more.…

1
Saturday, April 5th. Policy: Bite the Bullet. 33:40

2M ago33:40

33:40

Post Liberation Day, President Trump said, "The operation is over, the patient lived." For investors looking at their portfolios, it could have felt like an operation performed without anesthesia. Dave Spano and Brian Jacobsen present the Week-in-Review. Learn more about our series of Financial Literacy Month webinars and Ask Annex returns with a q…

1
Why Do So Many DeFi Projects Crash and Burn? 33:22

2M ago33:22

33:22

DeFi promised to revolutionize finance, but why do so many projects end in failure? From rug pulls to unsustainable tokenomics, the industry has seen its fair share of disasters. In this episode, host Lianna Adams sits down with Andrew Berkowitz, CEO and Co-founder of ValuesCo, to dissect the most common pitfalls in DeFi and what it truly takes to …

1
Sunday, March 30th. Inflation: A race to the middle. 55:52

2M ago55:52

55:52

Goods price deflation has turned to mild inflation. That could accelerate, at least temporarily, with tariffs. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover behavioral finance during times of volatility, estate planning roles, and the 4 types of retirees.By Annex Wealth Management

1
Saturday, March 29th. Policy: This may hurt a bit. 34:03

2M ago34:03

34:03

With "Liberation Day" coming up quickly, the market has been moving in anticipation of the pain. Dave Spano and Brian Jacobsen present our Week-in-Review. Deanne Phillips offers some behavioral finance tips and Ask Annex has suggestions for someone with various accounts spread across multiple advisors.…

1
Web3 vs Traditional Journalism: Which One Will Define the Future of Storytelling? 47:10

2M ago47:10

47:10

In this episode of the Wirex Podcast, Lianna Adams sits down with Carina Schuster, an award-winning tech journalist, to explore one of the biggest questions in media today—where is journalism really headed? With Web3 promising decentralization and independence while traditional media still holds influence, the battle over storytelling, trust, and t…

1
Sunday, March 23rd. Powell’s presser: transitory is back. 55:52

2M ago55:52

55:52

Fed projections had a faint aroma of stagflation. What's that mean for the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about Cash Balance Plans, how Annex clients stay sharp in retirement, and why automatic 401k enrollment might be leading to less-than-desirable decisions.…

1
Saturday, March 22nd. The faint aroma of stagflation. 33:44

2M ago33:44

33:44

The Fed is tapering QT. What's that signal to the markets? Dave Spano and Brian Jacobsen present our Week-in-Review. Also, what are Cash Balance Plans and why are they so powerful for the right company situation? Tom Parks from our Retirement Plan Services team outlines why auto enrollment in 401ks are leading to the slippery slope of employees usi…

1
Crypto Capitals: UAE vs. Singapore vs. Switzerland – Who’s Winning? 28:04

2M ago28:04

28:04

In this episode of the Wirex Podcast, we're diving into one of the biggest debates in the crypto world—which country is leading the race in blockchain innovation? To break it all down, we're joined by Irina Heaver, Managing Partner at NeosLegal and a top expert in crypto law, Web3 regulation, and cross-border business strategies. We’ll tackle: Whic…

1
Keeping a steady hand 10:33

2M ago10:33

10:33

Markets have been shifting in recent weeks, raising key questions for investors. In the latest Perspectives podcast, Laura Künlen is joined by Global Investment Strategists Kevin Gardiner and Victor Balfour to discuss recent market movements, the impact of Germany’s increased infrastructure and military spending, and the latest central bank decisio…

1
Sunday, March 16th. Policy: Chainsaws over scalpels 55:39

2M ago55:39

55:39

Big change takes big tools. You can't cut through a thicket with a scalpel. Brian Jacobsen presents our Week-in-Review. We'll look at volatility from a historic standpoint along with an examination of emotional reaction when markets slide.By Annex Wealth Management

1
Saturday, March 15th. Growth: From Bump to Slump? 33:34

2M ago33:34

33:34

Consumer and business sentiment jumped higher after the election, but lately....not so much. Brian Jacobsen presents our Week-in-Review. We focus on volatility this week: historically, psychologically, and via the lens of our recent Navigating the Market presentations.By Annex Wealth Management

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A conversation with Dean Lush, Executive Vice Chair Wealth Management UK 22:25

2M ago22:25

22:25

Few understand the evolution of Rothschild & Co better than Dean Lush, Executive Vice Chair, who’s been with the company for nearly four decades. In our latest episode, Dean reflects on how the business has adapted to a changing industry while preserving its core values. He also shares his perspective on leadership, legacy, and why putting clients …

1
Sunday, March 9th. Patience trumps action. 55:37

2M ago55:37

55:37

Uncertainty does not have to resolve in a bad way. It often resolves positively. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about investment diversification, 6 things you might NOT want to inherit, Annex Private Client and more.By Annex Wealth Management

1
Saturday, March 8th. March. In like a lion. 33:52

2M ago33:52

33:52

Week #7 for the Trump administration. Bumpy jobs data, shifting tariff policy, and volatile markets created a see-saw week. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll also cover investing diversification and Ask Annex has a question about short selling.By Annex Wealth Management

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The Rise of Crypto Nations: Could Entire Countries Go Blockchain? 23:41

2M ago23:41

23:41

Could entire nations transition to blockchain-based governance and finance? In this episode of the Wirex Podcast, we’re diving into this bold idea with Aishwary Gupta, Head of Payments and Liquidity at Polygon. We break down the concept of a "crypto nation"—whether it means full blockchain integration or just crypto-friendly policies. Aishwary shar…

1
Building an international wealth management business from the ground up with Chris Ball, CEO & founder of Hoxton Wealth (UAE) 28:23

3M ago28:23

28:23

Chris Ball, CEO and founder of Hoxton Wealth, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about building an internationally focused wealth manager from the ground up. Here is what they discussed in more detail: Chris, tell us how you got to do what you do today. Future of wealth management - how technology meets personalized adv…

1
Sunday, March 2nd. Consumers aren't doing badly; they're just not doing great. 55:37

3M ago55:37

55:37

Consumers feel like jobs are less secure, inflation will rise, and the economy may tip into a recession. Dave Spano and Brian Jacobsen present our Week-in-Review. We'll study Passion Assets and how they fit in an estate plan. What is a HENRY and how can Annex help them? Is the 4% rule a viable retirement calculator? And how can grandparents plan to…

1
Saturday, March 1st. Consumer confidence drops. 33:30

3M ago33:30

33:30

Consumer confidence in February fell 7 points, the biggest drop since August 2021. Dave Spano and Brian Jacobsen present our Week-in-Review. Also, learn more about Passion Assets and how to handle them with a well-constructed estate plan.By Annex Wealth Management

1
The Rise of Digital Finance: How Blockchain is Driving Financial Inclusion in Africa and Emerging Markets 23:59

3M ago23:59

23:59

In many parts of the world, financial access isn’t a given—it’s a daily struggle. But in emerging markets like Africa, blockchain is changing that reality, unlocking new opportunities for millions. In this episode of the Wirex Crypto Podcast, host Lianna Adams sits down with Mouloukou Sanoh, CEO and Co-Founder of MANSA Finance, to explore how block…

1
The US vs Europe: where should investors focus their attention? 12:48

3M ago12:48

12:48

With European stocks outperforming US equities so far in 2025, is the tide turning in global markets? In our latest Perspectives podcast, we discuss the strong performance of European stocks, recent shifts in the geopolitical landscape, including the German election outcome, and potential economic impacts from US policy changes under President Trum…

1
Sports Special: Building sports partners community with Smatchy's CEO, Maude Baudier (France) 27:28

3M ago27:28

27:28

Maude Baudier, CEO and founder of Smatchy, a sports community app, spoke to Rudolf Falat, founder of the Voice of FinTech podcast, about a community for doing sports together and partnering with businesses to build engagement with their consumers through sports. Here is what they talked about: Maude's background Why did Maude decide to start your o…

1
Hope vs Hype - is DeFi expanding the future of finance, or just a fad? 17:26

3M ago17:26

17:26

DeFi was meant to revolutionize finance—cutting out middlemen, making financial services more accessible, and putting people in control of their money. But has it actually lived up to the hype? In this episode, Lianna Adams talks to Ada Vaughan, Senior Director of DeFi Partnerships at Stellar Development Foundation, to break down what’s really happ…

1
Sunday, February 23rd. Inflation: Profits before prices? 55:37

3M ago55:37

55:37

Some businesses have already announced they will hike prices if their costs rise due to tariffs. Some Fed officials seem to think these businesses will be successful. Good luck with that. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about transferring ownership of the family cottage, the Annex portfolio review, how we plan f…

1
Saturday, February 22nd. Hitting the pause button. 34:12

3M ago34:12

34:12

Fed Minutes: The official line is that policy risks are balanced, but the subtext is inflation is more of a concern than labor market weakness. Dave Spano and Brian Jacobsen present our Week-in-Review. If you've got a family cabin/cottage/camp/hideaway, what is the best way to pass it to the next generation? High five for 401ks; participation has n…

1
Sunday, February 16th. Growth: The trend is your friend 55:39

3M ago55:39

55:39

Usually earnings season grabs the headlines. The media has instead been focused on tariff threats. Earnings growth has been better and broader than expected. Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about inheritance planning, remarriage and estate planning, and aging in place.…

1
Saturday, February 15th. Lots of tariff talk, but little action 33:46

3M ago33:46

33:46

25% steel and aluminum tariffs scheduled to begin March 12. Reciprocal tariffs in the mix, probably after April 1. Dave Spano and Brian Jacobsen present our Week-in-Review. Leaving a legacy? Amy Kiiskila from Annex Private Client covers inheritance planning.By Annex Wealth Management

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Startups in the AI Age: Do Founders Need to Think Like Machines? 40:17

3M ago40:17

40:17

In this episode of the Wirex Podcast, we’re exploring how AI is changing the way startups operate—and whether founders need to think more like machines to keep up. Joining Lianna is Jorge Antonio, Co-founder and CTO of Atoma Network, who will share his thoughts on how AI is reshaping leadership, decision-making, and innovation. Should startup leade…

Podcasts Worth a Listen

Wealth Management Switzerland Podcasts

Podcasts Worth a Listen