The 5th Annual Private Wealth Switzerland Forum–Geneva is designed to bring together more than 200 attendees including more than 125 wealth managers, family offices, and private banks from across the country for a day of peer networking and knowledge share. Our agenda will cover asset allocation, alternative investing, asset protection as well as regulatory compliance and an outlook of the financial markets and the 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 HNW community.
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 Chief Investment Officer Swiss Life Gestion Privée
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
Jan van Bueren Global Head Family Office Advisory Union Bancaire Privée
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 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 2019. 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 2019 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.