The Flagship Gathering for Germany’s Private Wealth Leaders.
The Private Wealth Germany Forum returns for its 8th year as the leading closed-door conference for family offices, high-net-worth wealth managers, and private banks from across Germany. As a flagship event in our Global Private Wealth Series, this exclusive forum brings together senior decision-makers to explore the future of private wealth in Germany’s dynamic investment landscape.
Developed through hundreds of one-on-one meetings with the HNW wealth management community, the program features insightful sessions led by industry leaders shaping private wealth across the region.
Forum Topics Include:
- Asset Allocation & Capital Preservation Strategies
- Navigating Equity & Fixed Income Markets
- Alternative Investment Opportunities
- Succession Planning for HNW Families
- Economic & Market Outlooks
Attendees represent some of the most respected institutions in Germany, including: HypoVereinsbank – UniCredit, HQ Trust, and Reimann Investors.
Featured Speakers Include:
- Dr. Philip Gisdakis, Chief Investment Officer, HypoVereinsbank – UniCredit
- Jochen Butz, Managing Director & Head of Alternative Investments, HQ Trust
- Heidi Abraham, Managing Director, Reimann Investors
Connect with Germany’s most influential voices in private wealth management.
Register Now!
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Key Discussion Topics
OPENING BELL: FINANCIAL AND MACRO-ECONOMIC OUTLOOK FOR THE NEXT 12 MONTHS
The panelists will look at the overall picture and provide context for the rest of the sessions during the event.
HOW TO BEST TAKE ADVANTAGE OF OPPORTUNISTIC ALTERNATIVE INVESTMENTS
Environmental, Social and Governmental discussions continue to evolve rapidly, the panel explores how investors are assessing ESG's longer-term strategies within their portfolios.
GLOBAL AND LOCAL EQUITIES ON THEIR IMPACT ON PORTFOLIOS
As other asset classes provide lower returns, but less volatile conditions, the greatest challenge is to find the best strategies to identify underlying conditions.
EVALUATING REAL ASSETS AND REAL ESTATE INVESTMENT STRATEGIES
Investor's challenges lay in the sheer breadth of investment opportunities now available, as well as the inherent complexities surrounding asset allocation, market timing, and risk management.
OPPORTUNITIES IN THE CURRENT ALTERNATIVE BUCKET
As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure, and real estate, the sessions addresses the best ways to access these markets.
THE FUTURE OF ASSET ALLOCATION AND FAMILY GOVERNANCE
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.
REGISTRATION
ALLOCATORS: Complimentary Registration for all qualified allocators. 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.
PRICING
| Early Bird Pricing I - Managers & Service Providers | 1,500.00 USD | 01/03/25 |
| Early Bird Pricing II - Managers & Service Providers | 1,900.00 USD | 02/28/25 |
| Pre-Event Registration I - Managers & Service Providers | 2,200.00 USD | 05/02/25 |
| Pre-Event Registration II - Managers & Service Providers | 2,600.00 USD | 07/11/25 |
| Event Registration - Managers & Service Providers | 3,000.00 USD | 10/24/25 |
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