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Ariel Sergio Goekmen
Member, Head Private Clients Zurich
Specialism: Private Bankers & Investment Managers Private Banking
Company: Schroder & Co Bank AG
Location: Zurich, Switzerland
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Helping charities earn income on their investments
A Swiss tax-exempt charity asked us to manage their portfolio of more than 20 million CHF so that their running costs could be paid with the income generated by this portfolio. We suggested they invest the portfolio into dividend-paying shares, which the foundation was happy to do because the capital was to be invested with a time-horizon of in excess of 50 years. The dividends amount to 3-4% in CHF per year and that is what they need to run their operations. The charity’s board was impressed with the high quality portfolio composition, which included ESG screening (environmental, social and governance standards), and that there was not one bank product in there. So in sum, the client’s interests were at the centre of our attention, we didn’t sell anything but focused on the charity mandate.