How To Keep Your Money · 2026-02-17 · 29 min
In episode 64, I talk to Iskra Martin, partner at Azura in Geneva, who has over two decades in Swiss private banking and investment management and won the 2026 WealthBriefing Switzerland award for Women in Wealth Management (individual contribution). Iskra explains what she does day-to-day: onboarding and servicing clients across multiple banks, building KYC and provenance-of-funds roadmaps, restructuring wealth journeys, and designing portfolios aligned to risk and return expectations with investment advisors. She describes how independence increases efficiency and flexibility, enabling faster decisions and tailored solutions such as sourcing mortgages in the right jurisdiction when one bank cannot help. The discussion covers building multi-generational trust, navigating strict cross-border regulation, and how Swiss banking has changed with heavier onboarding and reduced privacy while remaining a stable, high-quality platform.
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