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Family Business Stories

PwC Switzerland

Released: 2025-01-23

Free New

20 Episodes

Audio

Free New

20 Episodes

Audio

Released: 2025-01-23

Most Recent Episode

Family Office: Investment strategy

In this episode of our Family Office Podcast, we talk to Nick Bedford, investment advisor at NFG Partners, about the growing popularity of Outsourced Chief Investment Officers (OCIOs) among family offices. Nick shares some insights into why more family

Time: 15:21

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Nick shares some insights into why more family offices are embracing the OCIO model to access top-tier investment expertise and resources without the need for an extensive in-house team. He explores how OCIOs help navigate today’s complex investment landscape, covering everything from alternative investments to private markets.

The conversation highlights the economic and strategic benefits of outsourcing, including cost savings, enhanced discipline and accountability in investment management.

Episode ID: 1000685124584

GUID: f65226f2-bc35-4966-a7b2-bcb135cd242d

Release Date: 23/01/2025, 12:44:32

Description

Swiss family businesses have a responsibility towards the family as well as the company. Our family business podcast series is dedicated to a number of key topics that concern family entrepreneurs: family office and asset planning, family governance, owner strategy, values system, succession planning, generational issues, digitalisation, pressure to innovate, shortage of skilled workers and much more.

Feed URL

https://feeds.simplecast.com/i4_T5uYG

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