The 6th 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 one-on-one meetings with the high net worth 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.
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).
Lars Kalbreier Global Chief Investment Officer Edmond de Rothschild
Thomas Wille Head of Investment Strategy and Research LGT Bank
Omar Gadsby Head of Fixed Income Fund Selection Credit Suisse
Alexander Neil Head of Equity Advisory HSBC Private Bank
Patrick Stutz Chief Investment Officer Bayshore Capital Advisors
Miguel Tiedra Head of Alternative Investments Banque Cantonale Vaudoise
Charles Viennet Head of Fixed Income Advisory EFG Bank
Lauréline Renaud-Chatelain Fixed Income Strategist Pictet Wealth Management
Dr. Barbara Weber Founder & Managing Partner B Capital Partners
Philipp Röh Senior Advisor Family Office Novethos Financial Partners GmbH
Dr. Fariba Hashemi Partner Salus Partners
Antonio Curia Executive Director Wimmer Family Office
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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 fallen significantly and continues fluctuation due to the outbreak of COVID-19. However, unlike the housing crisis of 2008, central banks are firm in their stimulus efforts.
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.
|Early Bird I||1,000||08/12/22|
|Early Bird II||1,300||09/09/22|
|Pre-Event Registration I||1,600||10/14/22|
|Pre-Event Registration II||1,900||11/18/22|