Investment risks. 12 April 2022

Host group
Host Left
Hosted by
STEP Zurich Centre
Event Type
Web Event

Topic: Investment risks

An investment consultant, a trustee, and a Swiss attorney will discuss possible strategies to mitigate investment related risks in fiduciary structures.

The three experts will assess investment related risks from their respective viewpoints and discuss topics such as:

  • What criteria can be used to select a suitable investment manager?
  • Is a professional assessment of investment managers worth the effort?
  • What considerations should a trustee make in the context of the investment of trustee assets?
  • What should a trustee keep in mind when appointing an investment manager? What should be included in the terms of appointment?
  • To what extent does a trustee have to monitor investment decisions made by a professional investment manager?
  • What risk (if any) is acceptable for a trustee?
  • How to deal with clients who have an appetite for high-risk investments.
  • Delegation of investment management and conflicts of interests.
  • What are the requirements for a claim for damages in case of investment losses?
  • The impact of the COVID-19 pandemic on trustee investing.


  • Patrick Schmutz, Vallucci & Schmutz Ltd


  • William John Houseley
  • Matthias Gstoehl
  • Andrew R Pollock 

Webinar link will be sent in advance.

Cost group
Event Cost
Swiss Franc
Swiss Franc
Swiss Franc
STEP students
12:00 - 13:30
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
1 ½ hours towards CPD obligation
STEP Zurich
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