Ultra-Wealthy Clients Leaving U.K., Says Fund Backed by $21-Billion Manager

The video discusses the appeal of a venture driven by client demand, highlighting the international nature of the business with a base in Zurich due to its political stability and wealth management expertise. It addresses UK client concerns about Brexit and Corbyn, explores private equity trends, and identifies market opportunities. The importance of risk management and impact investing is emphasized, along with the growing role of ESG products. Cash allocation strategies are discussed, and governance issues at Credit Suisse are briefly mentioned.

What was a key reason for choosing Zurich as a base for the venture?

• Proximity to the Middle East

• Political and economic instability

• Lower tax rates

• Knowledge cluster in wealth management

What is a major concern for UK clients regarding their investments?

• The rise of private equity

• Political stability and Brexit

• The geographic positioning of Switzerland

• The knowledge cluster in Zurich

How has the private equity market changed since the turn of the century?

• It has risen 7.5 times

• It has remained stable

• It has doubled

• It has decreased by half

What is a core aspect of Tiedeman Constancia's investment strategy?

• Avoiding ESG strategies

• Integrating impact considerations into all decisions

• Investing only in traditional assets

• Focusing solely on US markets

What is the expected trend for ESG and impact strategies in family offices over the next five years?

• Decrease to 10%

• Increase to 32%

• Remain at 19%

• Drop to 5%

What percentage of capital is currently allocated to the US?

• 25%

• 55%

• 75%

• 45%

What is a potential risk for wealth management firms with internal conflicts?

• Increased client trust

• More investment opportunities

• Higher investment returns

• Reputational damage