The Private Wealth Switzerland Forum is our flagship private wealth forum in continental Europe. The Forum is the local culmination of our 20+ global private wealth events and brings together leading private banks, wealth managers and family offices for a one-day networking and peer education platform. The Forum’s agenda covers asset allocation, trust and estate planning, family governance, risk management and alternative asset classes.
FEATURED SPEAKER
Anja Hochberg, Chief Investment Officer Europe & Switzerland, Credit Suisse
Anja Hochberg studied economic history, macroeconomics and law in Berlin, successfully completed postgraduate studies in the field of international economics at the College of Europe in Bruges, Belgium, and earned her doctorate at the University of Wales. In addition, she was engaged as Professor of Economics for four years at the University of Wales, focusing on international financial markets.
Since January 2001, Ms. Hochberg has held various positions at Credit Suisse in senior research, asset management and wealth management. As Head of Macro Research, she was responsible for economic analysis, interest rates & yield forecasts, and the analysis of foreign exchange, commodity & real estate markets on a global level until 2009. In August 2009, she was appointed Head of Investment Strategy for Asset Management. In August 2013, she became Chief Investment Officer (CIO) for Europe and Switzerland, and in December 2015, alongside her role as Chief Investment Officer for Switzerland, Ms. Hochberg was appointed Head of Investment Services. The latter serves a global investment delivery mandate, encompassing mutual fund and product selection, offering management and expert advice, alternative investment advisory, portfolio services and UHNWI (ultra-high net worth individuals) advisory.
SPEAKERS
Alan Higgins Chief Investment Officer, UK Coutts
William Hobbs Head of Investment Strategy UK and Europe Barclays
Carl Lamb Managing Director Almary Green
Cara Williams Senior Partner, Investments Global Head of Wealth Management Mercer (U.K.)
Jon Cunliffe Chief Investment Officer Charles Stanley
Gavin Rankin Managing Director, Head of Managed Investments, EMEA Citi Private Bank
Bonny Landers Head of Sustainable Responsible Impact Investing and Family Governance Sandaire Investment Office
Christian Armbruester Partner Blu Family Office
Mark Florman Principal The Florman Family Trust
Haig Bathgate Joint Chief Executive Officer & Chief Investment Officer Tcam
Nancy Curtin Chief Investment Officer Close Brothers Asset Management
Etienne de Merlis Chief Investment Officer Signia Wealth
Indre Butkeviciute Managing Director Centaurus Wealth Management
Josh Matthews Managing Partner and Co-Founder MASECO Private Wealth
Caroline Simmons Deputy-Head Investment Office UK UBS Wealth Management
Arnaud Gandon Chief Investment Officer Heptagon Capital
Nainish Bapna Investment & Portfolio Management Veddis
Simon Moore Head of Research Trust Research
SPONSORS
EDUCATIONAL PARTNERS
WHY SPONSOR
Key Discussion Topics
- 2016 strategy analysis
- Effective submarket selection
- Identifying opportunities in a low cap rate market
- Sector outlook for office, industrial and residential
- Fundamental factors in GP selection
- Capitalizing on a crowded core market
- Value-add vs. Financial Engineering
- Investing overseas
SPONSORSHIP ONLY
| Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue. |
VENUE
CONTACT
HEAD OF PRIVATE WEALTH
Paul Hamann
Head of Private Wealth Group
+1 347-308-7792
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