Archives: Agenda

• Discussing bearish outlooks on US vs Swiss treasuries and tactical preference for Swiss bonds, gold, pension funds and tax
• The rise and fall of crypto and digital assets
• Examining the rise in sustainability-related investments in Switzerland
• Evaluating the role of alternative data in assessing the latest investment approaches against a backdrop of volatility and uncertainty
• Reinforcing significance of long-term value creation in investment strategies

Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services

• Trusts licenses and foundations with clients
• The evolving role of Family Offices in Switzerland
• Neobanks vs Traditional Private Banks
• Strategic initiatives to plan and prepare for clients

Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services

• Serving Next-Gen Clients: Beyond Digital and Personalization
• Creating a Client Service Framework: From Reactive to Proactive
• The Great Wealth Transfer: Navigating Intergenerational Dynamics
• Attracting New Clients: Beyond Traditional Referrals

Moderator: Ian Woodhouse, Strategy Advisor, Multrees Investor Services