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

Bespoke Wealth: Aligning Values, Structure and Sustainability for High Net Worth Individuals.

When:

April 25, 2024

Time:

6:00 PM CET

Location:

B2 Boutique Hotel, Zurich, Switzerland

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Register Your Attendance Today!

Don't miss out on this exclusive network event. Book your place today.

Don't miss out on this exclusive live event, book your place today!

By completing this form, you are registering your attendance at this seminar and you consent to receive email or telephone communication from Skybound Wealth Management, in accordance with our Privacy Policy.
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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.

"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."
Phoebe Stone

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.

Your Event Speakers

This exclusive network event will be hosted by Skybound’s Senior Financial Planner, Taylor Condon. Alongside Phoebe Stone, Partner and Head of Sustainable Investing.

Taylor Condon

Senior Financial Planner and Head of Investment Cyprus

Since moving to Switzerland in 2018, Taylor has developed a strong understanding of the complex needs of international investors and built a portfolio of clients across Europe. Taylor holds numerous qualifications with the Chartered Insurance Institute (CII) of Cyprus & MIFID (via CySEC) and IDD, allow Taylor to provide holistic financial planning advice to clients in Switzerland and the wider European region. Alongside her role as a financial advisor, Taylor runs a successful networking group for professional female expatriates.

Phoebe Stone

Partner and Head of Sustainable Investing

Phoebe launched LGT Wealth Management’s Sustainable Investing proposition in 2018 and runs the LGT Sustainable Investing and research team. She has been working for over 12 years in wealth management as a multi-asset portfolio manager and fund manager, at Coutts and Adam & Company previous to LGT where she joined in 2018. Phoebe is a voting member of a number of investment committees and chairs the LGT Sustainable Investment Committee, Sustainable Equity Committee and Sustainable Governance Committee. Phoebe is also a Board Trustee of the Lord Mayor's Appeal and an ambassador of two breast cancer charities. Phoebe holds a BA in Economics & Chinese from Nottingham University, PCIAM and CFA's Certificate in ESG Investing.

The Venue

B2 HOTEL - BRANDSCHENKESTRASSE 152CH-8002 ZÜRICH

The B2 hotel is where modernity and history meet. Our modern city hotel in the former Hürlimann brewery impresses with its unique sense of style, unmistakable architecture and an innovative concept which brings people together. All that right in the centre of Zurich.

Taylor Condon

Senior Financial Planner and Head of Investment Cyprus

Since moving to Switzerland in 2018, Taylor has developed a strong understanding of the complex needs of international investors and built a portfolio of clients across Europe. Taylor holds numerous qualifications with the Chartered Insurance Institute (CII) of Cyprus & MIFID (via CySEC) and IDD, allow Taylor to provide holistic financial planning advice to clients in Switzerland and the wider European region. Alongside her role as a financial advisor, Taylor runs a successful networking group for professional female expatriates.

Phoebe Stone

Partner and Head of Sustainable Investing

Phoebe launched LGT Wealth Management’s Sustainable Investing proposition in 2018 and runs the LGT Sustainable Investing and research team. She has been working for over 12 years in wealth management as a multi-asset portfolio manager and fund manager, at Coutts and Adam & Company previous to LGT where she joined in 2018. Phoebe is a voting member of a number of investment committees and chairs the LGT Sustainable Investment Committee, Sustainable Equity Committee and Sustainable Governance Committee. Phoebe is also a Board Trustee of the Lord Mayor's Appeal and an ambassador of two breast cancer charities. Phoebe holds a BA in Economics & Chinese from Nottingham University, PCIAM and CFA's Certificate in ESG Investing.

The Venue

B2 HOTEL - BRANDSCHENKESTRASSE 152CH-8002 ZÜRICH

The B2 hotel is where modernity and history meet. Our modern city hotel in the former Hürlimann brewery impresses with its unique sense of style, unmistakable architecture and an innovative concept which brings people together. All that right in the centre of Zurich.

Register Your Place Today!

Don't miss out on this exclusive network event. Book your place today.

Don't miss out on this exclusive webinar, get your ticket today!

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Questions For The Speaker?

If you have any questions for the speakers that you want to send through ahead of time, please feel free to email them to: taylor.ondon@skyboundwealth.com

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