Bespoke Wealth: Aligning Values, Structure and Sustainability for High Net Worth Individuals.
When:
Thursday, April 25, 2024
Time:
6:00 PM CET
Location:
B2 Boutique Hotel, Zurich, Switzerland
Don't miss out on this exclusive network event. Book your place today.
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Sorry, this webinar has already taken place. Click below to access a recording or to browse our most recent online events.
Watch RecordingBrowser recordingsHosted 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.
Phoebe Stone
Key Information –
This exclusive network event will be hosted by Skybound’s Senior Financial Planner, Taylor Condon. Alongside Phoebe Stone, Partner and Head of Sustainable Investing.
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.
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.
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.
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.
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.
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.
Don't miss out on this exclusive network event. Book your place today.
!
Register NowIf 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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