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.
In March's news roundup, we look at some of the big deals and trends in the London office market, which has seen a very active month driven by the return of private equity (PE) buyers seeking to take advantage of discounted pricing. We highlight some of the biggest deals and what these mean for the capital.
As families expand, diverse perspectives, voices, and expectations emerge. Each generation brings unique dynamics and values, shaping the family business's future. We offer three key considerations for grooming future leaders within the family business context.
In this market update, we discuss the strength of the equity rally this year, the end of ultra-easy monetary exceptionalism in Japan, and the investment case for gold.