The 4th Annual Private Wealth Switzerland Forum–Zurich brings together more than 250 attendees including 150 leading high-net-worth capital allocators from Switzerland and beyond, including leading private banks, wealth managers and family offices. 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.
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).
Michael Klose, CEO, Third-Party Asset Management; Executive Committee Memeber, Swiss Life Asset Managers
Michael Klose studied economics at the Ludwig-Maximilian Universität in Munich and began his career in 2000 in the same city at the Bayerische Landesbank, where he spent three years as Senior Investment Analyst in Fixed Income Research. He then moved, in 2004, to the Winterthur Insurance Group, as Senior Portfolio Manager for the Fixed Income area. In 2007 he came to Swiss Life, where he began as head of the Corporate Bond team responsible for the investment business of the Group's own insurance companies, before taking over as head of Fixed Income investment business for third-party clients in Switzerland in 2011. In 2015 he was appointed Country Head CH & DE of the third-party asset management business of Swiss Life Asset Managers.
In 2017 Michael Klose became CEO Third-Party Asset Management with responsibility for Switzerland, France and Germany. He is also a member of the Executive Committee of Swiss Life Asset Managers.
Gilles Prince Head of Discretionary Portfolio Management & Chief Investment Officer Edmond de Rothschild
Dr. Carlos Mejia Chief Investment Officer, Member of the Executive Committee Rothschild & Co
Stéphane Monier Chief Investment Officer Private Bank, Lombard Odier
Daniel Kerbach Chief Investment Officer Merck Finck Privatbankiers AG
Jan van Bueren Global Head Family Office Advisory Union Bancaire Privée
Juan Carlos Lara Chief Executive Officer Point5 Family Office
Dr. Fariba Hashemi Partner, Member of Investment Committee & Head of Economics Research Salus Partners
Jan Müller Chief Investment Officer, Deputy Director Limmat Wealth Ltd.
Magda Gabriel Partner, Member of the Investment Committee Alpës Capital (Switzerland)
Emile Salawi Head of Family Offices & Institutional Coverage BNP Paribas Wealth Management
Mark-Oliver Baumgarten Chief Executive Officer BAUMGARTEN consulting
Loïc Schmid Chief Investment Officer 1875 Finance
Edith Aldewereld Partner & Co-Founder of Women in Sustainable Finance Sonnenberg Wealth Management
Stefan Mülheim Managing Partner Runa Partners GmbH
Xavier Isaac Chief Executive Officer | Board Member Accuro Fiduciary
David Stubbs Executive Director, Head of Investment Strategy J.P. Morgan Private Bank
Tony Zeiger Founder & Chief Investment Officer PeakView Private Investment Office
Alessandro Ciavarini Azzi Partner Albacore Wealth Management
Please note only corporate email addresses will be accepted only.
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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.