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.
We’re committed to the health and safety of all of our attendees. At each of our events the following COVID-19 related protocols will be in place to ensure a safe and comfortable experience for all guests:
*Fully vaccinated means two weeks after the second dose in two-dose vaccine or two weeks after the first dose in a one dose vaccine.
Jan Poser Chief Strategist and Head Sustainability Bank J. Safra Sarasin
Omar Gadsby Head of Fixed Income Fund Selection Credit Suisse
James Purcell Group Head of ESG, Sustainable, and Impact Investing Quintet Private Bank
Rosa Sangiorgio Head of ESG Pictet Wealth Management
Felix Fernandez Martinez Partner and Investment Manager JACOT Investment Management AG
Bill Papadkis Senior Macro Strategist Banque Lombard Odier & Cie
Please note only corporate email addresses will be accepted only.
Why do I need to enter my corporate email address?
By using your corporate email address, we can verify that you are a registered financial professional.
OPENING BELL - ASSET ALLOCATION AND MACRO-ECONOMIC OUTLOOK FOR THE NEXT 12 MONTHS
How can private clients and wealthy families navagite the markets post Covid-19?
FIXED INCOME REALISTIC EXPECTATIONS AND WAYS TO ENHANCE RETURNS
Bond yields and spreads near historic low levels are currently fueled further by the outbreak of COVID-19. This coupled with a slow-but-positive growth in the Europe in comparison to other regions where risk is more prominent.
GLOBAL AND LOCAL EQUITIES AND THEIR IMPACT ON PORTFOLIOS
The stock market has seen record highs despite the outbreak of COVID-19. Our panelists will look at how political strategies and shifting economic models affect equity exposure.
HOW TO BEST TAKE ADVANTAGE OF OPPORTUNISTIC ALTERNATIVE INVESTMENTS
The market foresees an abundance of family offices, post-crisis regulation, technological developments, and macroeconomic shifts in demographics and economic policy.
PRACTICAL STEPS TOWARDS ESG, SRI, AND IMPACT INVESTING INTEGRATION
The ESG discussion has evolved rapidly, as are techniques for incorporating ESG analytics and factors into the portfolio construction process.
ASSET ALLOCATION: FAMILY OFFICES VIEWS
With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products, and pricing are positioned to achieve growth, revenue and relationship objectives.
INVESTORS: Complimentary Registration for all qualified investors. Email [email protected] for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.