Julius Baer Monaco Series: Wealth Matters – How to Invest

Julius Baer Monaco is delighted to invite 10 members of the Club Suisse de Monaco to a workshop designed to deepen your understanding of investing. As part of the Julius Baer Wealth Matters series, this session focuses on one of the foundations of successful wealth management: asset classes.

Making informed investment decisions starts with knowing your options. From equities and fixed income to alternative investments, each asset class behaves differently under varying economic conditions. Understanding these differences—and how they interact—is essential to building a resilient, diversified portfolio aligned with your financial goals.

At this interactive session, Julius Baer will guide you through:

• The core types of assets available to investors,

• Key performance indicators and risk-return profiles,

• How macroeconomic trends influence asset prices,

• And how combining asset classes strategically can enhance long-term returns while managing volatility.

With a maximum of 10 guests, the workshop offers the opportunity for direct engagement with these topics. Ask questions, discuss scenarios, and gain practical insights you can apply directly to your investment strategy.

Spaces are limited. To express your interest, please RSVP by 14 November.

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PROGRAMME

Thursday, 4 December 2025

09:30  Registration and welcome coffee

09:45  Welcome speech and introduction

10:00  Interactive Workshop: Asset Classes: What Can You Invest In? Exploring equity, bonds, real estate, commodities, and alternatives—including risk characteristics, return drivers, diversification benefits, and the impact of interest rates and inflation.

13:00  Lunch

Dress code: Business attire

Places are reserved for members of the Club Suisse de Monaco and are limited in number. We will confirm your participation. Until then, a reservation is not considered a definitive registration.

Should demand exceed the number of places available, allocation will be made by Julius Baer.