The 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 is 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 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.
Burkhard Varnholt, Deputy Global Chief Investment Officer & Vice-Chairman of the Investment Committee, Credit Suisse Group
Burkhard P. Varnholt is the Vice-Chairman of the Credit Suisse Global Investment Committee and Chief Investment Officer of the Credit Suisse (Switzerland) Ltd., as well as a member of its extended Management Committee. Burkhard has more than twenty years of investment management- and leadership experience, more than ten of which he served at Credit Suisse. He ran large portfolios for private- and institutional investors around the globe. Burkhard P. Varnholt gained his doctorate at the University of St. Gallen, taught at the Massachusetts Institute of Technology (MIT) and the Stern School of Business, New York University. He published several books on investing and numerous articles. In 2004, Burkhard founded the charity ‘Kids of Africa’, which runs an orphanage for homeless children in Uganda (www.kids-of-africa.com). In 2006 he was awarded the Swiss Re Civilian Services Prize. In 2012 received an honorary doctorate (Dr. h.c.) in International Relations from the Geneva School of Diplomacy for his work in connection with this project. As part of his support to cultural activities, Burkhard also serves as a member of the Tate's Africa Acquisitions Committee (AAC).
Thomas Wille Head of Investment Strategy and Research LGT Bank
Lauréline Renaud-Chatelain Fixed Income Strategist Pictet Wealth Management
Charles Viennet Head of Fixed Income Advisory EFG Bank
Tony Zeiger Founder & Chief Investment Officer PeakView Private Investment Office
Juan Carlos Lara Chief Executive Officer Point5 Family Office
Tom Lileng Head of Alternative Investments General Oriental Investments
Alexander Neil Head of Equity Advisory HSBC Private Bank
Miguel Tiedra Head of Alternative Investments Banque Cantonale Vaudoise
Jacques Lemoisson Chief Executive Officer GATE Capital Management
Dr. Fariba Hashemi Partner & Lecturer Salus Partners and ETH Zurich
Annelíse Peers Chief Investment Officer Investec Bank AG
Jessie Gisiger Head of Credit and Investment Themes, Global Chief Investment Office Credit Suisse
Please note only corporate email addresses will be accepted only.
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By using your corporate email address, we can verify that you are a registered financial professional.
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 [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.
|Early Bird I||1,000||02/11/22|
|Early Bird II||1,300||03/11/22|
|Pre-Event Registration I||1,600||04/08/22|
|Pre-Event Registration II||1,900||05/13/22|