Newsletter 7 - August 2023


   

 

PWFO is a members-benefit, designation-granting Association for Finance Professionals serving Families and Private Clients. One of the benefits it provides to senior members is assembling Thought Leaders with expertise in a specific domain of financial services. They publish articles to offer PWFO members guidance and insight in their field of expertise.

Find out more about the PWFO Thought Leader Program

 

Dr Christian Kingombe, our Thought Leader on Impact Investing, is an Impact Entrepreneur Magazine Correspondent and has earned a Ph.D. in Applied Development Economics. Dr. Christian Kingombe has written more than 100 articles, working papers, book chapters, reports, policy briefs, newsletter/paper articles and blogs on impact investing. You can read all his articles by clicking on the link below :

 

Private Wealth & Family Office Association - Swiss Certified ; Blog

  




In case you missed our July posts, here's a recap: 

 

 

PWFO Collaborative Summit

 

Our next online summit will take place on Thursday 21st September 2023 at 3pm UK time and will be hosted by Qais Hamza, our Thought Leader for Financial Planning. The summit is open to all our members. Kindly send us a request for the meeting details if you wish to attend.

 

Leadership Conversation Programme

 

Daniel Ahlers, our Thought Leader for Coaching & Leadership Development runs a Leadership Conversation Programme and is happy to offer a discount of CHF 50 on the workshop day fee to all PWFO members. Click on the link below to find out more:

 

Leading with a Coaching Style Series — Centre for Coaching Switzerland

 

Apprentice Program

 

If you're interested in having trainees work on your projects or assist you, ultimately becoming suitable candidates for recruitment, contact us for a chat at [email protected] 

The Swiss Association Empowering professional firms to bring Swiss-Certified WealthCare services to families globally. 

Profile


Our team