SPEAKER
Marco Arnold, Head of German‑speaking Switzerland, Lombard Odier
Kim Blaser, Senior Portfolio Manager, Lombard Odier
TOPIC
From Trust to Investment: Practical Applications
This session will examine the practical application of how assets held within trust structures can be efficiently managed through actively managed, tailor‑made investment strategies. When managing complex wealth structures, it is often the subtle nuances that make the greatest difference.
During the discussion we will be sharing some of our recent experiences in supporting complex trust structures, focusing on practical approaches and insights that can be applied directly in your work.
Key Discussion Points:
- Best‑practice approaches for efficiently managing investments within trust structures
- Risk management and benchmarking of investments performance
- Common challenges and pitfalls related to trust‑held investments
- Practical case studies
SPEAKERS' CVs
MARCO ARNOLD leads the regional client strategy with a clear focus on quality and long-term relationships. He brings extensive experience working with complex client situations, including entrepreneurs, UHNWI clients and trust structures.
KIM BLASER is a Specialist in multi-asset portfolios and sustainable investment strategies. She brings deep expertise in implementing tailored mandates for trust structures and UHNW clients.
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