Investment Outlook 2025

November 21, 2024

Invitation

This year’s Investment Outlook captures the complex dynamics of inflation, structural changes and geopolitical events. Despite these ongoing challenges, the world has avoided global recession, demonstrating a remarkable, albeit not uniform, capacity for resistance. Our theme, ‘Fragmented Resilience’, explores the regions holding up well and the sectors that are adding value. Join us for the interactive webinar kicking off this year’s edition, featuring a panel of UBP experts and facilitated by international broadcast journalist Ana Maria Montero, who worked for CNN for 20 years.

Thursday 21 November 2024

From 10 to 11 a.m. CET
(9 to 10 a.m. GMT / 1 to 2 p.m. GST / 5 to 6 p.m. HKT/SGT)

Registration

Programme

Moderation
Ana Maria Montero, International broadcast journalist

Fragmented Resilience, interactive discussion
Michaël Lok, Chief Investment Officer
Norman Villamin, Group Chief Strategist
Nicolas Laroche, Global Head of Advisory & Asset Allocation
Kier Boley, Co-Head & CIO of Alternative Investment Solutions

Questions & Answers

Speakers

Ana Maria Montero
International broadcast journalist

Ana Maria Montero is an international broadcast journalist with 20 years of on-camera experience who grew up professionally within the CNN family – from intern to anchor desk – working for CNN International, CNN Español, CNN, and HLN, in English and Spanish.

Michaël Lok
Chief Investment Officer

Michaël Lok is Group CIO and Co-CEO Asset Management at UBP. He has over 25 years of experience in wealth and asset management, having developed UCITS funds, UHNWI mandates, and dedicated investment solutions for private banking in addition to portfolio management.

Norman Villamin
Group Chief Strategist

Norman Villamin is responsible for elaborating the Bank’s long-term investment strategy and developing investment convictions for the Bank’s Global Investment Committee. He has over 20 years of experience managing wealth on both an advisory and a discretionary basis.

Nicolas Laroche
Global Head of Advisory & Asset Allocation

Nicolas Laroche, who has over 18 years of experience in wealth management and financial markets with a focus on advisory, manages a team of fixed income and equity investment specialists as well as being a member of UBP’s Global Investment Committee.

Kier Boley
Co-Head & CIO of Alternative Investment Solutions

Kier has some 25 years’ experience having headed up the management of alternative discretionary investment mandates for institutional clients, provided multi-asset solutions, and managed equity investment mandates for clients in multiple regions.