The 4th Annual Private Wealth Switzerland Forum–Geneva brings together 75+ allocators of high-net-worth capital from Switzerland, including leading private banks, wealth managers and family offices. The event is a one-day networking and peer education platform. The meeting's program covers asset allocation, trust and estate planning, family governance, risk management and alternative asset classes.
Gilles Prince Head of Discretionary Portfolio Management & Chief Investment Officer Edmond de Rothschild
Frédéric Lamotte Global Chief Investment Officer CA Indosuez Wealth Management
Jean-Damien Marie Managing Director & Head of Investments EMEA Barclays Private Bank
Alessandra Gaudio Director of Wealth Solutions Generali
Emile Salawi Head of Family Offices & Institutional Coverage BNP Paribas Wealth Management
Dr. Fariba Hashemi Partner, Member of Investment Committee & Head of Economics Research Salus Partners
Jacques Lemoisson Head Global Macro & Alternative Investment CBH Compagnie Bancaire Helvétique SA
Stéphane Monier Chief Investment Officer Private Bank, Lombard Odier
Emmanuel Ferry Chief Investment Officer Banque Pâris Bertrand
Annelíse Peers Chief Investment Officer Investec Bank AG
Joël Rochat Partner Onyx Wealth Management
Olivier Rigot Partner EMC Gestion de Fortune
David Arnaud Chief Executive Officer AlphaBet Asset Management
Tony Zeiger Founder & Chief Investment Officer PeakView Private Investment Office
Dr. Boaz Barack Member of the Board of Directors Saidler & Co.
Simon Swycher Managing Director Hg Real Estate
Manuel Streiff Head of Fixed Income Private Bank, Lombard Odier
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
ECONOMIC,POLITICAL & GLOBAL MARKETS OUTLOOK
Currently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2019 and beyond?
EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTING
Private Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
FIXED INCOME INVESTMENTS
Global growth remains positive and central banks around the world continue to unwind what has been a very accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
EQUITIES AND THEIR IMPACT ON PORTFOLIOS
Huge opportunities remain available for investors considering (I would change“considering” to “making” predictions for 2019. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2019 in public markets,investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.
With competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies address the balance between risk and opportunity.
|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.|