Suzanna Gobet, Head of Relationship Management & Client Solutions, and Maria Villax, Head of Family Strategy & Governance at Bedrock, attended this year’s PCD Club’s Family Office Trends conference in Geneva.
Suzanna was invited alongside Caroline Bennett-Akkaya & Oliver Daetwyler, Partners at 1291 Group Geneva, to be part of a breakfast panel, to share the current challenges that they see UHNWI advisors face and their experience and subsequent guidance on how to navigate them.
Here are a couple of the key areas that were explored:
The PCD Club is a premier business networking club that brings together international private client professionals to create new connections, ways of thinking, and commercial opportunities. Find out more about the PCD Club and other upcoming events here.
Please do contact Suzanna here for further information about any of the key areas explored should they be of interest to either you or your network.
This month we look at sharp US tech rotation, strong gains in Japan and key emerging markets, renewed demand for sovereign bonds, and rising geopolitical tensions that reinforce the need for broader global diversification.
At the start of 2026, we continue to see a range of opportunities offering attractive value across certain focused parts of the corporate bond market. In this article, Bedrock’s Head of Fixed Income, Alex Perowne, outlines the five sectors we see as having notable value in the current environment.
Recent reports show that in 2025, families of significant means contributed $207 billion to philanthropic causes, accounting for 36% of all individual giving worldwide. This growth reflects not just increased generosity, but a shift toward more structured and disciplined approaches to giving, as families increasingly professionalise their philanthropic activity. To explore this evolving landscape, we spoke with Jo Shropshire, co-founder of Benesys, a leading philanthropic advisory firm.