Annual Outlook 2024 Sydney

The best and safest thing is to keep a balance in your life, acknowledge the great powers around us and in us. If you can do that, and live that way, you are really a wise man.
Euripides, tragedian, c. 484 – c. 406 BC.

After a long period in a state of equilibrium, low inflation, near zero interest rates, and ever-expanding globalization, we have transitioned into an environment punctuated by major crises and extreme policies that have ushered in the return of macro volatility. What’s more, social inequities and geopolitical rifts have reemerged with a vengeance, eroding the foundations of a world order that many investors have only ever known.

For the years to come, the key questions are: Will markets and economies be able to return to their balanced state or are we in an environment where investors need to price in increased political and economic risks when building portfolios?

We invite you to join us for a discussion about the current environment and how we are building our portfolio for the years to come.

Please register below for the lunch which will start at 12.15pm on Tuesday 20th February.

Speakers

Pius Fritschi

Managing Partner / Host

Pius Fritschi (Swiss) is a Managing Partner at LGT Capital Partners in Pfaeffikon, Switzerland. He is responsible for the firm’s global business development market activities, as well as the Liquid Alternatives Growth Initiative business unit. He is a member of the Executive Committee. Prior to joining the firm in 2009, Mr. Fritschi was a Senior Partner at McKinsey & Company, serving banks, insurance companies and asset managers on a broad range of topics. Among others, he co-led McKinsey’s European Life Insurance & Asset Management Practice for several years. During his 15 years at McKinsey, Mr. Fritschi worked out of Zurich, Sydney and Mexico City offices, serving clients from all over the world. In 2006, he joined Horizon21, an alternative investment boutique in Switzerland, as Partner and Deputy-CEO. Mr. Fritschi holds an MA in Economics and Business Administration from the University of Basel. He is fluent in German, English, French and Spanish.

Antonio Ferrer

Partner

Antonio Ferrer (Spanish) is a Partner on the Multi-Asset Team at LGT Capital Partners (Asia-Pacific) Limited in Hong Kong. He is the Global Head of Multi Asset Portfolio Management, and responsible for the Liquid Markets activities in Asia-Pacific. Moreover, he serves as one of the lead managers of the LGT Endowment Portfolio and the Liquid Multi-Alternatives Fund in Australia.

Before joining the firm, Mr. Ferrer started his career at UBS Wealth Management as a relationship manager for high-net-worth clients in Argentina and in Switzerland. He was then appointed to become a team head in the respective area at UBS. In 2008, Mr. Ferrer joined LGT as a portfolio manager for multi-asset funds and institutional client mandates. In 2012, he took over additional responsibility in the manager selection area specializing in equity emerging market single countries. In 2018, he relocated to Hong Kong to set up and expand LGT Capital Partners' Asset Management activity being licensed with the Securities and Futures Commission (SFC) as the manager in charge (MIC) for Type 9 activity and as a Responsible Officer.

Mr. Ferrer is a Certified International Investment Analyst (CIIA). He holds the Swiss Federal Diploma for Experts in Finance and Investments (AZEK) and a BSc in Business Administration from the University of Applied Science in Chur. Mr. Ferrer is fluent in English, German, Spanish, French and Italian.

LGT Capital Partners Ltd. I Schuetzenstrasse 6 I 8808 Pfaeffikon I Switzerland

lgtcp.com I info@lgtcp.com

LGT Capital Partners’ Annual Outlook 2024 – Sydney

Speakers

Location

Registration

Contact