The 3rd Annual Private Wealth Germany Forum is designed to bring together capital allocators and wealth managers from Germany and beyond for a day of networking and knowledge share. Our agenda will cover asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy.
As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local UHNW and HNW community.
Dr. Bernd Meyer Chief Strategist – Wealth & Asset Management Joh. Berenberg, Gossler & Co. KG
Reinhard Pfingsten Chief Investment Officer Bethmann Bank AG
Daniel Kerbach Chief Investment Officer Merck Finck Privatbankiers AG
Ingo Nix Managing Partner M & M Family Office
Kai Franke Chief Investment Officer and Managing Director ODDO BHF Trust GmbH
Dr. Christian Wiehenkamp Chief Investment Officer Perpetual Investors GmbH
Thomas Borghardt Member of the Board Marcard, Stein & Co
Wolfgang Krappe Chief Executive Officer Capitell Vermögens-Management AG
Ralf Mielke Head Sustainable Investments Bank Julius Bär Deutschland AG
Carsten Mumm Chief Economist and Head of Capital Markets Analysis Donner & Reuschel AG
Dr. Marcel Morschbach Member of the Executive Board net-m Privatbank 1891 AG
J. Christian Stadermann Partner Logos Patrimon
ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOK
How can private clients and wealthy families navigate increasingly complex political, tax and interconnected global markets?
Private Equity, Venture, Hedge Funds and Real Assets all hold appeal for wealthy families – how are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
EQUITY MARKET TRENDS
With a European bull market in its ninth year, private client investors are asking how long it will keep going up. With the current high prices, how can they improve their return on investment ratio? Are we heading for our third major correction in less than two decades?
Diversifying, growing returns, and understanding risk tolerance among private client investors.
We have entered a new age of fixed income characterized by low inventory, new regulations and rising rates. How global markets respond to this new paradigm is a challenging question with implications to private client portfolios.
Managing assets for tax and risk efficiency. Higher tax levels, advancements in structures, insurance products, investment strategies and technology are being utilized by sophisticated advisors throughout the state.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|