15min chapter

money money money cover image

751b how do they do it? 👀 investing for the ultra-high net worth (with Scott Fletcher of Woodbury Private)

money money money

CHAPTER

Navigating the Private Banking Landscape

This chapter examines the intricacies of private banking for ultra-high net worth individuals within major Australian banks. It highlights the personalized services offered by private bankers, the regulatory challenges they face, and the varied spending and investment habits of wealthy clients. Additionally, it probes into the experiences of financial advisors managing such affluent individuals, emphasizing the complexities and expectations inherent in this specialized sector.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode