{
    "componentChunkName": "component---src-templates-event-tsx",
    "path": "/event/225",
    "result": {"pageContext":{"attributes":{"agenda":[{"name":"Investment Directors: the role, the risks and the benefits","remark":"","type":"Top"}],"headline":"","tip":false,"type":"Hybrid","labels":[{"name":"Lucerne/Zug"}],"showtime":"2026-11-02T11:00:00.000Z","breakBegin":"2026-11-01T23:00:00.000Z","end":"2026-11-02T13:00:00.000Z","date":"2026-11-02T00:00:00.000Z","freeText":{"title":"CPD Stunden","text":"1 hour towards CPD obligation"},"admission":"","ticketing":{"active":true,"ticketsAvailable":true,"ticketCategories":[{"ticketCategoryId":"1107","title":"present Members","available":true,"admission":"80.00","info":""},{"ticketCategoryId":"1108","title":"present Non-Members","available":true,"admission":"100.00","info":""},{"ticketCategoryId":"1109","title":"present STEP Students","available":true,"admission":"50.00","info":""},{"ticketCategoryId":"1110","title":"present Sponsors/Committee Members","available":true,"admission":"0.00","info":""},{"ticketCategoryId":"1111","title":"on-line Members","available":true,"admission":"40.00","info":""},{"ticketCategoryId":"1112","title":"on-line Non-Members","available":true,"admission":"60.00","info":""},{"ticketCategoryId":"1113","title":"on-line STEP Students","available":true,"admission":"30.00","info":""},{"ticketCategoryId":"1114","title":"on-line Sponsor/Committee Members","available":true,"admission":"0.00","info":""}],"closingTime":"2026-10-28T11:00:00.000Z"},"externalTicketAgency":{"name":"","url":""},"reservations":{"active":false,"closingTime":"2026-10-28T11:00:00.000Z"},"contactTracing":false,"locationId":"4","masterEventId":"206","description":"<p><img src=\"https://step-prod.imgix.net/Events/2026/STEP_LUZG_02_Nov_Investment_Directors_the_role_the_risks_and_the_benefits.png\" alt=\"STEP_LUZG_02_Nov_Investment_Directors_the_role_the_risks_and_the_benefits.png\" width=\"759\" height=\"277\"></p>\n<p><strong>TOPIC</strong></p>\n<p>Many trust structures include the role of an \"Investment Director\" or \"Investment Adviser,\" but the scope of this role varies enormously.</p>\n<p>Where structures hold substantial investible assets, the role is often described as an \"outsourced chief investment officer\" and can help trustees manage diversification, address the differing needs of beneficiaries, and ultimately mitigate investment risk. In contrast, where the only trust asset is, for example, shares in a family-owned business, the role is often designed to relieve trustees of responsibility for deciding when to sell or diversify. Recent cases examining the position of power holders over trusts mean that such roles are coming under increasing scrutiny, and careful thought is needed to understand both the benefits and the risks when trust structures include them.</p>\n<p>This session will explore:</p>\n<ul type=\"disc\">\n<li style=\"list-style-type: none;\">\n<ul type=\"disc\">\n<li>Why some trusts appoint an Investment Director or Investment Adviser</li>\n<li>How the role compares to other power holders, such as protectors or settlors with reserved powers</li>\n<li>Who typically takes on this role</li>\n<li>What benefits it offers for (i) the trustee and (ii) the beneficiaries</li>\n<li>What the potential downsides are and how they can be mitigated</li>\n</ul>\n</li>\n</ul>\n<p><strong>SPEAKERS</strong></p>\n<ul>\n<li>Tim Eastwood/ Joe Barker, Scott Capital Partners</li>\n<li>Robert Avis, Charles Russell Speechlys CRS</li>\n</ul>\n<p><strong>Event Supporter</strong></p>\n<ul>\n<li><a href=\"https://scottcp.com/\" target=\"_blank\" rel=\"noopener\">Scott Capital Partners</a></li>\n<li><a href=\"https://www.charlesrussellspeechlys.com/en/our-locations/offices/zurich/\" target=\"_blank\" rel=\"noopener\">Charles Russell Speechlys AG</a></li>\n</ul>\n<h4>REGISTRATION CLOSES AT 12 NOON ON OCT. 28, 2026.</h4>\n<p><strong>STEP Office</strong><br>Petra Streit <br>Administration/Events</p>","shortDescription":"<h4>Registration closes AT 12 nOON ON oCT. 28, 2026.</h4>\n<p><strong><strong>Timetable on-site</strong><strong><br></strong></strong>11.45 – 12.00 / Registration<br>12.00 – 13.00 / Talk & Questions<br>13.00 – 14.00 / Lunch & Networking</p>\n<p><strong>Timetable on-line</strong><strong><br></strong>12.00  Login online (Swiss time, GMT+1) <br>12.00 - 13.00 / Talk & Questions<br>Link and Presentation will be provided in advance.<br>Talk will be recorded.</p>\n<p><strong>Annulation</strong><br>Booked places can be cancelled up to 24 hours before the event. Only cancellations made in due time will be refunded. Substitutions may be made at any time.</p>","images":[]},"id":"225","relationships":{"events":{"data":[]},"location":{"data":{"type":"eventlocation","id":"4","attributes":{"name":"PARKHOTEL ZUG","address":"Industriestrasse 14","zip":"6300","city":"Zug","country":"Switzerland","phone":"","email":"","url":"https://www.parkhotel.ch/"}}}}}},
    "staticQueryHashes": ["2611220773","3548603639","564075444"]}