TAKE THE RIGHT PRECAUTIONS! PODCAST

EPISODE 1: HOW DOES A PENSION FUND SELECT THE VARIOUS INVESTMENTS IN WHICH IT WILL INVEST?

In this edition, we take a deep dive into the world of pension fund investment strategies. This time, our presenter Stephan Lendi welcomes two top-class experts as guests: Markus Häni and Jelmer Van der Meulen.

Markus Häni has been part of the LMM Investment Controlling AG team since 2005. As a member of the Executive Board and Deputy CEO, he is responsible for client support and, as Investment Controller, he looks after institutional clients and family offices.

Jelmer Van der Meulen has been part of the LMM Investment Controlling AG team since 2014. As Investment Controller, he is responsible for internal processes and looks after institutional clients and family offices.

This episode promises to deepen your understanding of the investment strategies of pension funds and give you valuable insights into what a pension fund is allowed to invest in and what would be a no-go, for example.

EPISODE 2: WHAT IS MEANT BY SUSTAINABILITY IN THE INVESTMENT SECTOR?

In this first episode, we have an extremely exciting topic for you! "What is sustainability🌱 in the investment sector?"

At a time when sustainability is becoming omnipresent, it is of paramount importance to gain a deeper understanding of this topic. What knowledge is relevant for me in this context? In this episode, host Stephan Lendi will sit down with renowned expert Andrea Ferch to shed light on the topic of sustainability in the investment sector.

Andrea Ferch is Senior Specialist Sustainable Investing at LGT Private Banking and has been working for the LGT Group since 2007, where she has been dedicated to sustainable investing for many years.

EPISODE 3: WOMEN, MONEY AND THE ART OF RETIREMENT PLANNING:FEMALE PERSPECTIVES ON FINANCIAL INDEPENDENCE

In our latest podcast episode, Stephan Lendi talks to Brigitte Aschenbrenner, Senior Wealth Planner at LGT Ltd.

On average, women live longer than men and should therefore be paying more attention to pension issues. Unfortunately, the exact opposite is the case. These topics belong at the family table for couples and must also be discussed between the generations, especially when it comes to supporting the next generation as they enter the world of work.

Brigitte Aschenbrenner is a Senior Wealth Planner and has been with LGT Bank Ltd. for 1.5 years. She previously worked as a Wealth Manager at UBS Europe for over 15 years. She specializes in holistic advice and support for wealthy private and corporate clients.

EPISODE 4: INVESTMENT CONTROLLING FOR PENSION FUNDS

Guests

Markus Häni has been part of the LMM Investment Controlling AG team since 2005. As a member of the Executive Board and Deputy CEO, he is responsible for client support and as Investment Controller he mainly looks after institutional clients and family offices. He is also Head of LMM (Schweiz) AG. He has a sound professional education and many years of professional experience in private banking and asset management. Markus Häni has held a leading position in investment controlling for over 15 years.

Jelmer van der Meulen has been part of the LMM Investment Controlling AG team since 2014. As Investment Controller, he is responsible for internal processes and mainly looks after institutional clients and family offices. He has a sound professional education and many years of professional experience in private banking, financial analysis, fund administration and investment controlling and has held management positions for several years.

EPISODE 5: FINDING THE RIGHT PROVISION FOR YOUR OWN EMPLOYEES

In this episode, we explore the important question of how companies can find the right pension solution for their employees. Our host Stephan Lendi is looking forward to welcoming Christoph Strohm as a guest. Christoph is Deputy Managing Director of BEVO Vorsorgestiftung and has many years of expertise in the field of pension provision.

Christoph Strohm will give us valuable insights into the challenges and strategies that companies should consider when selecting and designing pension plans for their employees. His many years of experience will help us to better understand the complexity of these decisions.

This episode promises to provide companies with valuable guidance in designing pension solutions for their employees and clarifies what is important in the process.

EPISODE 6: HOW CAN I IMPROVE MY PENSION IN OLD AGE?

In this podcast episode, presenter Stephan Lendi and Karin Hansen explore the question of how you can improve your own pension in old age. The focus is on private purchases into company pension plans and their potential to strengthen your financial situation in retirement. Together they look at strategies and perspectives to understand the advantages of such a purchase and make targeted provisions for a better financial future.

Karin Hansen is Managing Director of Swiss and Liechtenstein pension funds on a mandate basis and has held the position of Managing Director at BEVO Vorsorgestiftung since July 2023. With a Master of Advanced Studies (MAS) in Pension Fund Management and a Master of Science (MSc) in Business Administration, she combines in-depth specialist knowledge with a broad understanding of business administration. She has many years of experience in the management of pension funds and in pension fund administration.

EPISODE 7: THE BIGGEST MISTAKES YOU CAN MAKE WHEN CHANGING JOBS FROM A PENSION PERSPECTIVE

In this podcast episode, Stephan Lendi and Christoph Strohm talk about the most critical mistakes we can make when changing jobs in terms of their pension provision. From small, overlooked nuances to major strategic missteps, they explore how to ensure you have a solid retirement plan in place before you change jobs. This episode offers a sound insight into the key aspects to consider in order to be well provided for in old age.

Christoph Strohn is CEO and co-founder of Avanea AG and the pension fund of the same name, a company that offers pension funds services ranging from policyholder administration and accounting to professional management. He has many years of expertise in the management and administration of company pension funds and collective foundations in Switzerland and Liechtenstein. He was Managing Director of the BEVO Pension Foundation in Liechtenstein until June 2023 and is now Deputy Managing Director of BEVO.

EPISODE 8: PARTNERSHIP & PENSION PROVISION

In this podcast episode, Stephan Lendi and Karin Hansen discuss how to ensure your partner is financially protected should something happen. They share concrete tips and understandable advice on how couples can plan their finances together to provide for the future, especially in the event of death.

Karin Hansen is a Managing Director of Swiss and Liechtenstein pension funds on a mandate basis and has held the position of Managing Director at BEVO Vorsorgestiftung since July 2023. With a Master of Advanced Studies (MAS) in Pension Fund Management and a Master of Science (MSc) in Business Administration, she combines in-depth specialist knowledge with a broad understanding of business administration. She has many years of experience in the management of pension funds and in pension fund administration.