Growth Leaders of Wealth Management

14. Inside Gerber Kawasaki’s Growth Playbook: The Path to $3 Billion AUM

Meg Carpenter

15 years ago, in Brazil and in the middle of the crisis that turned the whole financial system upside-down, Ross Gerber and Danilo Kawasaki decided to start a financial firm: Gerber Kawasaki.

In this episode, the founders and Hatem Dhiab, Managing Partner and key team member from the beginning, share some of the challenges they faced, like using social media when the rules weren’t clear for financial companies, and the inflection point that helped them grow: COVID. That huge gamble that started in Brazil really paid off, and now the firm has more than $3B in AUM.

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