An evening of Sustainable Investing, Drinks & Canapes at the B2 Hotel, Zurich.

Hosted by Taylor Condon, Private Wealth Manager, alongside Phoebe Stone, a Partner and Head of Sustainable Investing at LGT. This event will feature a short presentation followed by drinks, canapés and social networking at the unique B2 hotel where Zeitgeist, history and distinctive architecture come together.

This event will predominantly focus on how expatriates with over 250k investable assets, can tailor a bespoke portfolio to meet your unique needs and aspirations for sustainable investing.

Discover Exclusive Opportunities: Through discussion and expert insights, you will uncover exclusive sustainable investment opportunities tailored to high net worth individuals. From direct impact investments to specialised ESG strategies, our network seminar will showcase avenues for generating both profit and purpose.

Customize Your Approach: Our wealth management professionals will provide personalised guidance on crafting bespoke portfolios that reflect your unique values and financial goals. Whether you are interested in environmental conservation, social justice, or corporate governance, we’ll help you design an investment strategy that resonates with your aspirations.

Key Information –

• Sustainable investing landscape and portfolio positioning.
• Aligning values to your money.
• Market changes, new alternative investment opportunities.
• Interest rate predictions and what this means for existing
• investments.
• Value Investing, Strategic Philanthropy and Blended Finances.

2022 and 2023 were difficult years for all investors. “Sustainable” investors felt their share of the pain leaving some commentators questioning the whole rationale of investing in this way. We believe this view is inherently flawed. Phoebe Stone, Head of Sustainable Investing at LGT Wealth Management will argue that the case for sustainable investing has never been stronger and that investors need to respond positively to address key challenges such as climate change and the loss of biodiversity. Phoebe will present the compelling argument that now is the time to be investing in those companies and organisations that are building solutions for our future and to invest in the exciting opportunities of developing technology. Crucially this can be achieved without compromising long-term returns.