The 5th Annual Private Wealth Switzerland Zürich 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 was developed through hundreds of one-on-one meetings with the HNW 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.
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).
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
Magda Gabriel Partner, Member of the Investment Committee Alpës Capital (Switzerland)
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
Jan Poser Chief Strategist and Head Sustainability Bank J. Safra Sarasin
Emmanuel Ferry Chief Investment Officer Banque Pâris Bertrand
Lauréline Renaud-Chatelain Fixed Income Strategist Pictet Wealth Management
Tom Lileng Head of Alternative Investments General Oriental Investments
Stefan Becker Chief Investment Officer Richmont Family Office
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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.
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 managers from across the country will share actionable ideas to stay liquid, profit and protect clients' portfolios.
ASSET ALLOCATION: FAMILY OFFICE VIEWS
How family offices are thinking about asset allocation and which asset classes they are using to achieve sufficient portfolio returns and asset stability.
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.