2023-09-14T00:00:00-0400

2023-09-14T00:00:00-0400

7th Annual Private Wealth Switzerland Geneva Forum Geneva | September 14, 2023 Request Agenda


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.




GOLD SPONSORS

SPONSORS

NETWORKING SPONSORS

REQUEST AGENDA

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.

Key Discussion Topics

OPENING BELL - ASSET ALLOCATION AND MACRO-ECONOMIC OUTLOOK FOR THE NEXT 12 MONTHS 
How can private clients and wealthy families navigate the markets post Covid-19? 

FIXED INCOME REALISTIC EXPECTATIONS AND WAYS TO ENHANCE RETURNS 
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19. This coupled with a slow-but-positive growth in the Europe in comparison to other regions where risk is more prominent. 

GLOBAL AND LOCAL EQUITIES AND THEIR IMPACT ON PORTFOLIOS 
The stock market has seen record highs despite the outbreak of COVID-19. Our panelists will look at how political strategies and shifting economic models affect equity exposure.

HOW TO BEST TAKE ADVANTAGE OF OPPORTUNISTIC ALTERNATIVE INVESTMENTS 
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy.

PRACTICAL STEPS TOWARDS ESG, SRI, AND IMPACT INVESTING INTEGRATION 
The ESG discussion has evolved rapidly, as are techniques for incorporating ESG analytics and factors into the portfolio construction process. 

ASSET ALLOCATION: FAMILY OFFICES VIEWS 
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products, and pricing are positioned to achieve growth, revenue and relationship objectives.


REGISTRATION

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.

PRICING

Early Bird I 1,500 USD 12/02/22
Early Bird II 1,900 USD 12/30/22
Pre-Event Registration I 2,200 USD 01/20/23
Pre-Event Registration II 2,600 USD 02/10/23
Event Registration 3,000 USD 03/08/23

VENUE


Hotel Beau-Rivage Genève
Quai du Mont-Blanc 13
Genève
Switzerland 1201
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

[email protected]

Allocator Attendance

+1 347-778-2568

[email protected]

Media Partnerships

+1 212-600-8631

[email protected]