July Market Update 2025
This month we discuss the US market rally and the Israel-Iran conflict, the latest developments in US trade policy, and NATO’s generational commitment to defence.
A new era of challenges for a UNHW advisor
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:
- Administering international assets
- Supporting entrepreneurial clients
- Securing new opportunities
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.
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