Beyond the Benchmark by EFG · 2024-05-17 · 49 min
Not many people can say they are a published author and Global Head of Trust at an international banking group, but Head of EFG Wealth Management Julie Collins can. Moz talks to the Jersey-based Julie on her career and writing. Our host, Moz Afzal: Our guest: Julie Collins, Global Head of Trust and Managing Director of EFG Wealth Solutions Jersey Henry Walters, CFA, Equity Analyst at EFGAM EFGAM: Important disclaimers The value of investments and the income derived from them can fall as well as rise, and past performance is no indicator of future performance. Investment products may be subject to investment risks involving, but not limited to, possible loss of all or part of the principal invested. This document does not constitute and shall not be construed as a prospectus, advertisement, public offering or placement of, nor a recommendation to buy, sell, hold or solicit, any investment, security, other financial instrument or other product or service. It is not intended to be a final representation of the terms and conditions of any investment, security, other financial instrument or other product or service.
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