2019-12-10T00:00:00-0500

2019-12-10T00:00:00-0500

4th Annual Private Wealth Switzerland Forum - Zurich Zürich | 10 December 2019 Request Agenda


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.



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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

Pre-Early Bird I $ 600 06/28/19
Pre-Early Bird II $800 07/31/19
Early Bird I $1050 08/30/19
Early Bird II $1,250 09/30/19
Pre-Event Registration I $1,400 10/31/19
Pre-Event Registration II $1600 11/29/19
Event Registration $1850 12/11/19

VENUE


Zurich Marriott Hotel
Neumühlequai 42,
Zürich
Switzerland 8006
CLICK TO VISIT VENUE WEBSITE

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

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Allocator Attendance

+1 347-778-2568

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Media Partnerships

+1 212-600-8631

Marketing@marketsgroup.org