The Family Office Forum Zürich is the annual meeting of Family Offices from all over the world, a truly global gathering of Family Offices held in English. It provides the ideal platform for like-minded family offices to exchange valuable experiences and ideas and to discuss the latest trends and strategies in Wealth and Asset Management.
Uniglobal's timely event will focus on efficient assets, funds & investments management in today's financial climate, for preventing and planning the wealth of HNWIs & UHNWIs, as well as providing superior services and achieving customer satisfaction.
In an environment that continues to pose numerous challenges, the need to develop succession wealth planning and to protect portfolios from downside risks has perhaps never been greater.
PIP Investor Zurich will feature a main conference on global investments, hosting over thirty senior international financial and investment specialists, covering a series of themes for asset allocation. Listen to leading CIO’s, Allocators, and Heads of Research discussing their views and predictions on financial markets and the implications for portfolio construction. Take part in a series of workshops dedicated exclusively to a number of timely and successful investment strategies across a series of asset classes.
PIP Investor Zurich 2011 will feature a main conference on global investments, hosting over thirty senior international financial and investment specialists, covering a series of themes for asset a
For the first time, the world’s leading wealth management forum is moving to Zurich to address the key asset management, client relationship and international tax planning solutions services affecting portfolio managers, private bankers, wealth managers, HNWI advisors and fiduciaries. Shorex Zurich is a one day exhibition and conference offering a unique business platform where professionals can network to explore new services, products and ideas in wealth management in a friendly and stimulating environment.
The Shorex Wealth Management Forum Zurich will attract professionals from Zurich, Switzerland and Europe. After 9 years of success in Geneva as the most credible European platform for professionals advising HNWIs, Shorex is now launching its sister forum in Zurich, Switzerland’s leading financial centre. Only professionals from the buy-side are invited to attend as delegates.
Registration starts at 10.00 with a conference kick-off at 10.30am. The morning is followed by a sponsored buffet lunch at 12.30.
ETF Securities and The World Gold Council invites you to attend this unique opportunity to gain valuable insight into the fundamental factors driving gold prices, insights into future supply and demand and the outlook for Gold.
12.00pm – Registration
12.15pm - Introduction by Patrick Witteveen, Head of Sales Switzerland, ETF Securities
PROJECTED GROWTH: 160 billion by 2030. A now widely circulated Bernstein Research study projects excellent growth in the Life Settlement Industry. The U.S. secondary market for life insurance is primed for a significant infusion of investment capital. As economies stabilize, investors seek reduced volatility and stable returns.
The 2010 Life Settlement Trade Mission hosts institutional buyers, investment houses and individual managers for a three-nation trade summit on the secondary market for life insurance.
Tax treatment of life settlements
Country-specific financial structures
Custom portfolio development
Risk mitigation strategies unique to life settlements