Clients expect personalized portfolios and proposals. So, what if you could ditch cookie-cutter models and deliver truly personalized portfolios, at scale, without blowing up the back office?
In this episode of the WealthStack podcast, Shannon Rosic chats with Govinda Quish, managing director and global head of wealth management product at MSCI. Govinda brings a global wealth lens and deep tech expertise (plus a shared love for horses) to the discussion, as he unpacks how MSCI Wealth Manager transforms complex data into actionable insights for advisors.
Key takeaways:
Why only 10% of advisors are using tech to personalize at scale and how to fix it;
What “advisor-first design” really means;
How MSCI Wealth Manager streamlines proposals, tax-aware planning and custom indexing;
The rise of private assets and how advisors can model them effectively; and
The benefits of using MSCI’s risk solutions to calm clients during market volatility.
Resources:
Connect with Shannon Rosic:
Connect with Govinda Quish:
About Our Guest:
Govinda’s career has been focused on risk and portfolio management for global family offices in the U.S., Hong Kong, UK, and Switzerland. In 2007, he co-founded Quish & Co, LP, an RIA in Boulder, CO. In 2014, he founded Quish & CO AG, a private investment office in Zurich, Switzerland, serving the interests of European families.