A holistic approach to wealth management is increasingly in demand across all client segments, not just among ultra-high-net-worth individuals. This shift is also changing the role of the Chief Investment Officer: In his conversation with sphere magazine, our CIO Bekim Laski explains that success today is no longer measured solely by portfolio performance, but by achieving individual goals throughout all life stages and financial areas. Structure and service expertise are becoming more important than pure products.

Beyond the topic of modern wealth management, Bekim also discusses the rise of technology-based wealth management platforms and the challenges arising in the age of AI. In addition, he provides valuable insights on how investors should approach diversification in today’s environment.

Read the full conversation with sphere on the sphere website.