private bankers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 11, 2023 by David Vélez · across every show →
Everything said about private bankers, oldest first
Sep 11, 2023 negative
Velez: Diversified portfolios render private banker commissions unnecessary
“Today you don't really need a very sophisticated personal bank to tell you where to invest. If you realize that almost all returns comes from having a very well diversified investment portfolio and fixed income and equities, you should just do that yourself an…”