The Italy Private Wealth Forum is the region's leading conference for family offices, high net worth wealth managers, and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The forum’s content was developed through hundreds of one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across Italy..
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy. This event is completely closed-door and invitation-only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.
We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
*Fully vaccinated means two weeks after the second dose in a two-dose vaccine or two weeks after the first dose in a one-dose vaccine.
Jonathan Kieffer Head of Asset Allocation, Investment Advisory Services Société Générale Private Banking
Vincent Izrael Managing Director, Investment Team Leader J.P. Morgan Private Bank, France
Olivier Raingeard de la Blétière Chief Investment Officer Neuflize OBC (France)
Gilles Prince Head of Discretionary Portfolio Management & Chief Investment Officer Edmond de Rothschild
Dominique Benoit Director of Private Banking France Pictet Wealth Management
Jacques Lemoisson Chief Executive Officer Gate Advisory
Jean-Jacques Friedman Chief Investment Officer Natixis Wealth Management
Catherine Blanc-Adams Head of Emerging Market Investments J. Stern & Co.
Bernt Kok Director, Private Wealth Management ABN AMRO MeesPierson
François Essertel Head of Private Banking France – Exco Member HSBC France
Frédéric Largeron Director Private Banking France Crédit du Nord Group
Me Bernard Monassier President BM Family Office
Laurent de Swarte Founder AGAMI Family Office
Thierry Brunel Founder and Owner Eleaur Family Office
Edmée Chandon-Moët President Family & You
Robert Anthony Founder Anthony & Cie
Anice Chlagou Co-Founder, Director-General Letus Private Office
Olivier Levy President Levy Capital Partners
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
The event will provide updated education on asset allocation and asset protection. Learn how local and regional clients are growing their assets and protecting their wealth.
STRUCTURING, TAX, TRUST AND ESTATE PLANNING:
Learn about the latest regulations.
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?
Fixed-income managers from across the Country will share actionable ideas to stay liquid, profit and protect clients' portfolios.
ASSET ALLOCATION—FAMILY OFFICES VIEWS:
How family offices are thinking about asset allocation and which asset classes they are using to achieve sufficient portfolio returns and asset stability.
|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.|