2018-12-10T00:00:00-0500

2018-12-10T00:00:00-0500

3rd Annual Private Wealth Switzerland Forum - Zurich Zurich, Switzerland | December 10, 2018 Request Agenda


The 3rd Annual 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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PLATINUM SPONSORS

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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.

PRICING

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.

VENUE


SIX ConventionPoint
Pfingstweidstrasse 110
Zürich
Switzerland 8005
CLICK TO VISIT VENUE WEBSITE

CONTACT

PROGRAM MANAGER

Karishna Perez

Program Manager / Investor Relations

+1 646-216-8581

Karishna.Perez@marketsgroup.org

SPONSORSHIP

Brett Friedberg

Head of Sales

+1 212-804-6220

Brett.Friedberg@marketsgroup.org

SPONSORSHIP

Max Tattersall

Relationship Manager

+44 20 8068 2659

Max.Tattersall@marketsgroup.org