2020-12-01T00:00:00-0500

2020-12-01T00:00:00-0500

5th Annual Private Wealth Switzerland Zürich Forum Zürich | 1 December 2020 Request Agenda


The 4th 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.

KEYNOTE SPEAKERS

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).



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REQUEST AGENDA

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Key Discussion Topics

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 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.


REGISTRATION

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.

PRICING

Early Bird 800 07/17/20
Level 1 1,100 08/14/20
Level 2 1,400 09/18/20
Level 3 1,700 10/16/20
Level 4 2,000 12/02/20

VENUE


Zurich Marriott Hotel
Neumühlequai 42,
Zürich
Switzerland 8006
CLICK FOR DISCOUNTED HOTEL ROOMS

CONTACT

Sponsorship Opportunities & Registration

+1 212-804-6220

Sales@marketsgroup.org

Allocator Attendance

+1 347-778-2568

IR@marketsgroup.org

Media Partnerships

+1 212-600-8631

John.Zajas@marketsgroup.org