The 5th Annual Private Wealth Switzerland Geneva 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 HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across Switzerland.
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.
Eric Syz, Founder and Group Chief Executive Officer, Syz Group
Eric Syz started off his financial career in London before moving to Wall Street in 1981. He worked for Lombard Odier in Geneva for ten years, where he focused on institutional asset management, mergers and acquisitions, the design and promotion of group products and the analysis of hedge funds. In 1996, he founded Groupe SYZ with Alfredo Piacentini and Paolo Luban. The latter both left the company in 2014, leaving Eric Syz's family in control of almost all of the company's shares.
Dany Roizman Founding Partner Brainvest Wealth Management
Lauréline Renaud-Chatelain Fixed Income Strategist Pictet Wealth Management
Charles Viennet Head of Fixed Income Advisory EFG Bank
Thomas Küpfer Chief Executive Officer and Chief Investment Officer Emerald Wealth Partners
Annelíse Peers Chief Investment Officer Investec Bank AG
Stéphane Monier Chief Investment Officer Private Bank, Lombard Odier
Tony Zeiger Founder & Chief Investment Officer PeakView Private Investment Office
Juan Carlos Lara Chief Executive Officer Point5 Family Office
Alessandro Ciavarini Azzi Partner Albacore Wealth Management
Joël Rochat Partner Onyx Wealth Management
Rachel Whittaker Sustainable Investing Strategist UBS Wealth Management
Thomas Wille Head of Investment Strategy and Research LGT Bank
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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 2020 and beyond?
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 2020. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
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?
REAL ASSETS AND REAL ESTATE INVESTMENT STRATEGIES
With volatility expected to continue throughout 2020 in public markets, investors with an 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.
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.