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Relentless Pursuit with The Shantz Mantione Group
UBS advisor podcasts
43 episodes
9 months ago
Thank you for joining the Shantz Mantione group as we invite our UBS colleagues, members from an extensive professional network, and leaders from our communities to discuss timely topics and issues, and sometimes even have a little fun. Driven to transform your financial life, our core values start with clients first and that is what this series is all about. We put you first as we deliver honest, fair and insightful financial solutions.
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All content for Relentless Pursuit with The Shantz Mantione Group is the property of UBS advisor podcasts and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Thank you for joining the Shantz Mantione group as we invite our UBS colleagues, members from an extensive professional network, and leaders from our communities to discuss timely topics and issues, and sometimes even have a little fun. Driven to transform your financial life, our core values start with clients first and that is what this series is all about. We put you first as we deliver honest, fair and insightful financial solutions.
Show more...
Business News
News
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The State of Private Wealth Management
Relentless Pursuit with The Shantz Mantione Group
32 minutes 42 seconds
2 years ago
The State of Private Wealth Management
Tom Mantione and Andrew Shantz speak with John Mathews, Head of Private Wealth Management and Jennifer Gabrielli, Head of Ultra High New Worth Client Solutions on the current state of Private Wealth Management at UBS and what we can expect in the future.
Relentless Pursuit with The Shantz Mantione Group
Thank you for joining the Shantz Mantione group as we invite our UBS colleagues, members from an extensive professional network, and leaders from our communities to discuss timely topics and issues, and sometimes even have a little fun. Driven to transform your financial life, our core values start with clients first and that is what this series is all about. We put you first as we deliver honest, fair and insightful financial solutions.