Professional Wealth Management
November 12, 2025

Climate change, communication and cross-generational planning: PWM Tea Break

LGT’s Ping Ping Lim shares her thoughts on building multi-generational communities, discussing sustainability principles, venture philanthropy and impact investing with PWM

Over tea and coffee, she tells Yuri Bender about the challenges of working with several generations of the same family, to arrive at a set of shared values, which help determine attitudes to retirement planning and choice of assets including private, unlisted investments.

PWM Tea Break needs your input

Each week we dive into the most important stories and trends in wealth management — and we need you to be part of that conversation.

Submit your questions here

 

Banks that crack private markets will reap rewards

How Europe is driving ESG into the mainstream

Clear vision for global development avoids philanthropic blind spots  

Great wealth transfer redefines family business landscape

More from Tea Break

December 17, 2025

Families, philanthropy and festive gatherings: PWM Tea Break

Dina de Angelo from Pictet Wealth Management shares her secrets of successful communication with multiple family generations over tea and festive mince pies with PWM
December 10, 2025

Demographics, defence stocks and digital wealth management: PWM Tea Break

Louise Tumchewics, visiting fellow at the University of Southern Denmark, talks to PWM about great power competition and its geoeconomic impact on portfolios and the services of tech-led wealth managers
December 3, 2025

Family feuds, funds and fashionable investments: PWM Tea Break

Sally Tennant OBE, founder of Acorn Capital Advisers and former banking boss at Lombard Odier, Schroders and Kleinwort Benson, speaks to PWM about how emotional wealth and empathy are becoming increasingly important currencies for family offices, often prone to major disputes
November 19, 2025

China, capital and changing corridors: PWM Tea Break

Polina Kurdyavko from RBC Bluebay Asset Management shares her insights on the fast-evolving world of emerging markets, touching on China’s shifting influence, supply-chain realignments and the rise of new technological and industrial hubs across central and eastern Europe