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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

If your goal is full retirement by 2030, plan to sell by 2028 or 2029. This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. Supplier Diversification If one supplier accounts for >40% of your sourcing, buyers become concerned, especially with risks like tariffs in 2025.

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Fireside Friday with… Pictet Asset Management’s Luca Paolini

The TRADE

Equity investors, therefore, may find it more rewarding to invest along sectoral or thematic lines. On a trade-weighted basis, we expect a decline of some 2% per year through to 2029. The skilled deployment of both strategic and tactical asset allocation can deliver superior investment returns over the long term.