Wealth Management

Setting sail again – STEP Alpine Conference 2022!

Interlaken was calling. A delegation of Leo Trust Switzerland participated this year’s STEP Alpine Conference and talked, amongst others, about the impact of the COVID-19 crisis on the private client industry and provided insights to more than 300 participants.

May 23, 2022
Speaker at a lectern in front of a screen reading 30 Years of STEP

It was a pleasure meeting everyone at this year’s STEP Alpine Conference: «Setting sail again» in Interlaken, Bernese Oberland.

Leo Trust Switzerland was not just there, but right in the middle – discussing the «impact of the COVID-19 crisis on the private client industry» and provided insights to more than 300 participants.

 

Some key takeaways regarding operational issues were the necessity of team development, creative solutions and flexibility, for private client needs the importance of planning collectively, for investments the need to revisit account liquidity and review actual portfolio risk – and for risk solutions to embrace restructuring.

 

Leo Trust Switzerland is looking forward to attending STEP Alpine Conference in 2023.

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This article is aimed at providing a general overview and summary of the issue. It is non-binding, and does not and should not be taken to constitute legal advice.

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