Bernard Del Ray
Co-founder of Capital Preferences, focused on providing solutions for client preferences in financial decision making.
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Mar 4, 2024 • 43min
Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Rey
Shachar Kariv and Bernard Del Ray, co-founders of Capital Preferences, discuss innovative tools for understanding client preferences in wealth management. Topics include risk aversion, loss aversion, ambiguity aversion, and personalization for modern couples. They highlight the importance of aligning financial goals with individual comfort zones and enhancing client engagement through interactive experiences.
