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What happens when a behavioral economist and a banking expert get together? An animated discussion about patterns and changes in human behavior, basic requirements, and tailor-made solutions for saving and investing. We have taken their views and summarized them in nine easy-to-implement tips. We wish you every success with saving and investing.
Managing Partner at FehrAdvice & Partners
We see ourselves as behavioral designers who use an evidence-based toolbox to put people at the center of their solutions," explains the 49-year-old managing partner of the consulting firm FehrAdvice & Partners, which specializes in behavioral economics and digitization. He knows from theory and practice how small changes in behavior can bring about significant effects. And after spending 15 years in top management in the banking sector, Andreas Staub has plenty of experience in how saving and investing success is affected by individual behavior.
Head of Private Clients Lucerne-Land/Obwalden/Nidwalden UBS Switzerland AG
As far as saving and investing are concerned, it's definitely worth drawing on the expertise of the 47-year-old from Lucerne. Thanks to many years of experience in private banking, he is able to offer extremely familiar with the questions and needs of Swiss men and women full support in every area when it comes to banking transactions and reaching their investment goals. He focuses above all on long-term success by adopting a systematic approach. Daniel Bregenzer and his team demonstrates this on a daily basis when dealing with clients.