The Private Wealth Switzerland Forum–Zurich brings together more than 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.
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Key Discussion Topics
- The event will provide updated education on asset allocation and asset protection. Learn how local and regional clients are growing their assets and protecting their wealth.
- Structuring, Tax, Trust and Estate Planning–Learn about the latest regulations.
- Alternative Investments–Private equity, hedge funds, real estate, commodities and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?
- Fixed Income - Fixed-income managers from across the Country will share actionable ideas to stay liquid, profit and protect clients' portfolios.
- Asset Allocation: Family Offices Views - How family offices are thinking about asset allocation and which asset classes they are using to achieve sufficient portfolio returns and asset stability.
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| 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. |
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