Diversifying the Family Portfolio Across Global Jurisdictions With Pascal Köppel

Today, I am pleased to speak with Pascal Köppel, Managing Director, Head of Investment Management and Chief Investment Officer at Vontobel Swiss Financial Advisers. Pascal and his teams are responsible for the discretionary portfolio management, selection of suitable investment vehicles and development of specific client solutions as well as the investment advisory mandates.

He joined UBS in 2004 as Head of Active Advisory in Zurich where he was responsible for the investing of CHF15bn in assets and managed a team of 40 investment specialists providing investment advisory services for clients worldwide. Prior to joining UBS, Pascal worked for a hedge fund company in Switzerland where his focus was on the selection of investment opportunities worldwide as well as structuring of investment vehicles.

An increasing number of UHNW individuals and successful families in the US are exploring global diversification strategies. Pascal explains why US wealth owners and their family offices are opting to custody and invest assets in other jurisdictions across the globe. Pascal's firm specializes in investing in Switzerland, but he talks about all the top jurisdictions UHNW families are choosing to invest in nowadays and describes their respective attractions.

Pascal helps us explore the practical applications and use cases UHNW investors are pursuing with their global diversification strategies. He describes the key motivations and objectives for wealthy clients who are moving assets to other global jurisdictions.

A key practical consideration for families and their family offices is the selection of a foreign broker. Pascal shares his views on what they need to look for in a foreign broker, including what certifications, designations, or other capabilities families need to be aware of and seek when they evaluate foreign brokers.

Enjoy this informative conversation with a leading expert in multi-jurisdictional investment advisory services for global UHNW clients.

This communication is for informational purposes only to discuss general market activity or industry trends and does not constitute an offer, invitation, or recommendation to invest in any strategy or security.