Private Wealth Europe Autumn Forum

The Private Wealth Europe Forum is the flagship meeting for our private wealth series in the EMEA region and the leading wealth management, wealth planning and international investment management meeting for private banks, HNWIs, wealth managers and family offices from Europe.

The investor focused meeting brings together 250+ industry leaders from the private wealth management field for a one-day conference discussing strategies to protect, preserve and grow wealth.

Panel sessions will provide attendees with updated peer education on asset allocation, wealth management, asset protection, succession planning, private client management, offshore structuring, tax, trust and estate planning.

The program is structured around high level content with more than ten hours of targeted networking sessions, making this forum an excellent occasion to exchange some ideas about the latest trends with prominent leaders from the private wealth management world.

KEYNOTE SPEAKERS

Rodolfo De Benedetti, Chairman, CIR Group, Partner and Head of Fund Managers & Product Strategy, DECALIA Asset Management

Rodolfo De Benedetti has worked for Lombard Odier and Shearson Lehman Brothers in the United States. Furthermore, he is Chairman of the Board of Directors and majority co-shareholder of the Italian group CIR, of which he was the CEO for 18 years. He is a board member of Aon Italia, a risk management, insurance and re-insurance brokering company, and of October, a non-banking financing platform for small and medium-sized busi-nesses. He is a member of the European Round Table of Industrialists (ERT), a forum made up of more than 50 of the most important European companies from various sectors and is also chairman of the European Advisory Board of Harvard Business School. He holds a Master’s degree in Political Economy and a master’s degree in Law from the University of Geneva.

PAST SPONSORS

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Key Discussion Topics

UPDATED EDUCATION ON ASSET ALLOCATION AND ASSET PROTECTION
Learn how local and regional clients are growing their assets and protecting their wealth.

OFFSHORE STRUCTURING, TAX, TRUST AND ESTATE PLANNING
Learn about the latest regulations.

IMPACT INVESTING
Learn about the emerging trends in Europe

ALTERNATIVE INVESTMENTS
Private equity, hedge funds, real estate, commodities, and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?

FAMILY GOVERNANCE
How can effective governance structures face the challenges of family, business, financial and legacy continuity in order to sustain and preserve wealth for generations to come?

REGISTRATION

INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.