Beyond the Balance Sheet

UBS advisor podcasts

Beyond the Balance Sheet dives into the stories behind the strategies. Hosted by Michael Pasquale, the podcast spotlights the people, passions, and purpose guiding modern wealth. Through candid conversations with creators and leaders, the podcast uncovers how financial decisions, cultural influence, and personal legacy intertwine. Inspiring, insightful, and made for listeners who want to think differently by looking beyond the balance sheet.

mitch slater discussing raising financially responsible children

28 Jan 2026

Turning Creativity into Capital with Sophie Qi

Join host Michael Pasquale as he sits down with Sophie Qi, Tony and Olivier Award-winning cultural entrepreneur and CEO of Harmonia Holdings. In this episode, Sophie shares her journey from finance to the arts, her strategies for building wealth through creativity, and how she bridges cultures through global investment and theatrical innovation. Discover insights on women’s leadership, financial empowerment, and the future of cultural exchange.

00:00
51:10

Contact information

Soteria Wealth Management
61 South Paramus Road
Mack Center IV, 4th Floor
Paramus, NJ 07652

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