The 9th Annual Switzerland Institutional Forum will take place between 30 September and 1 October 2025 at Baur au Lac in Zurich.
The event features a discussion on portfolio construction, led by Andreas Rothacher (Head Investment Research) with:
- Dr. Andreas Bickel, Chief Investment Officer & Head Investment Office, Lienhardt & Partner Privatbank Zürich
- Marco Bonaviri, Head of Portfolio Management, CBH Compagnie Bancaire Helvétique SA
- Maximilian Mahn, Head of Portfolio Management, HNW Family Office AG
Many are calling this a new investment era with opportunities for investors that have never been seen before. Market movements, fiscal challenges, the denominator effect, and revised globalization have all created unique opportunities for investors who go well beyond the traditional 60/40 portfolio construct. Leading institutional investors will share their insights on what will a “diversified” portfolio look like in the next few months and over the next 5-10 years, their approach to portfolio construction and allocation decisions, including asset classes and sectors worth looking into.
Please visit the organisers Website for further information and registration.