Lugano at its best: impressive people, strong stories and outstanding fund performance

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When Rula Ipsaryaris from Aviva Investors Schweiz told me that Richard Saldanha and Stuart Empson would return to the Grand Café Al Porto on 19 November 2025, it was an easy yes to confirm my attendance. I’ve had the pleasure of hearing them speak before – and their insights have always been genuinely valuable.

This year’s «Meet the PM» series – Zurich, Lugano, Geneva – tackled questions many investors are asking right now: How do you stay invested after years of strong equity returns? How do you navigate geopolitical shifts that are rewriting the rules? And how can portfolios remain resilient without giving up upside?

Richard and Stuart explored how today’s market dynamics are evolving, why income investing can enhance resilience and diversification, and how a non-traditional sector approach can still keep pace with rising markets.

The content was sophisticated, yet presented with clarity and passion – a reminder that the right speakers can make even complex topics captivating. A big thank also to Cristina Paradiso for the superb organisation of this high-quality roundtable. Grateful I could be part of it! Thomas J. Caduff, CEO, Fundplat LLC

Lugano, 19.11.2025