Breaking Into Wealth Management | Romy Cuadras, Pictet Wealth Management
Description
In this episode, Anthony speaks with Romy Cuadras, Head of Alternatives and Fund Solutions at Pictet Wealth Management, about her unconventional path into finance and the lessons she’s learned across global markets.
Romy shares how her Cuban heritage, resilience, and adaptability shaped a career spanning operations, trading, hedge funds, and now leading alternatives for ultra-high-net-worth clients. She offers practical advice on navigating pressure, stakeholder management, and why curiosity, courage, and financial independence are critical skills for young professionals.
It’s an honest look at succeeding in wealth management, full of insights on soft skills, resilience, and standing out in an increasingly competitive industry.
(00:00 ) Intro
(00:49 ) Romy’s Journey
(10:43 ) Positive Mindset
(15:59 ) Head of Alternatives
(17:38 ) Soft Skills in Finance
(25:37 ) Thriving Under Pressure
(33:19 ) Stakeholder Dynamics
(39:06 ) Diversity as Strength
(45:33 ) Standout Performers
(51:22 ) Meaningful Career
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