Julius Baer Monaco Financial Education Workshop and luncheon

Julius Baer Monaco is delighted to invite members of Club Suisse de Monaco to join the exclusive Julius Baer Financial Education Workshop, taking place on 28 February 2025 at the Julius Baer Monaco office.

Designed specifically for women-investors, this interactive workshop aims to equip the participants with the knowledge and confidence to navigate fundamental investment principles. The Julius Baer expert team will share valuable insights and practical strategies to help you make informed decisions about your financial future.

This intimate gathering is limited to 10 participants, ensuring a personalised and enriching experience. You'll have the opportunity to engage with Julius Baer financial experts, exchange ideas, and explore ways to shape your wealth with confidence.

Take control of your financial journey. Julius Baer Monaco looks forward to welcoming you to this workshop!

Places are limited to 10 people and exclusively for members of Club Suisse de Monaco.

Programme

• 09:00    Registration and welcome coffee

• 09:30    Welcome speech and introduction

• 09:45    Asset classes: Which assets can you invest in?

  Making informed decisions about where to invest your money is crucial. Understanding the different asset classes is a great starting point, and to build a well-balanced portfolio, it's essential to learn how to evaluate them.

  In this session, we will explore how to assess the performance of various asset classes, how they interact with one another, and how economic factors impact their price trends.

• 11:15    Coffee break

• 11:30    Investment process: How to create your suitable portfolio?

  In this session, we explain how the balance between solid long-term investments which meet your strategic goals and active allocations to opportunistic or thematic investments could enhance overall portfolio returns and limit volatility.

• 13:00  End of the workshop, lunch