Zurich Marriott Hotel
Zurich Marriott Hotel, Neumühlequai 42, 8006 Zürich, Switzerland

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Event Date Mon Nov 22 CET (in 5 months)
In your timezone (EDT): Mon Nov 22 11:00am - Mon Nov 22 11:00am
Location Zurich Marriott Hotel
Neumühlequai 42, 8006 Zürich, Switzerland
Region EMEA

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.


2021 Speakers


Burkhard Varnholt
Deputy Global Chief Investment Officer & Vice-Chairman of the Investment Committee, Credit Suisse Group

Michael Strobaek
Global Chief Investment Officer, Credit Suisse


Daniel Kerbach
Chief Investment Officer, Merck Finck Privatbankiers AG

Jan van Bueren
Global Head Family Office Advisory, Union Bancaire Privée

Juan Carlos Lara
Chief Executive Officer, Point5 Family Office

Stéphane Monier
Chief Investment Officer, Private Bank, Lombard Odier

Magda Gabriel
Partner, Member of the Investment Committee, Alpës Capital (Switzerland)

David Stubbs
Executive Director, Head of Investment Strategy, J.P. Morgan Private Bank

Tony Zeiger
Founder & Chief Investment Officer, PeakView Private Investment Office

Alessandro Ciavarini Azzi
Partner, Albacore Wealth Management

Jan Poser
Chief Strategist and Head Sustainability, Bank J. Safra Sarasin

Emmanuel Ferry
Chief Investment Officer, Banque Pâris Bertrand

Lauréline Renaud-Chatelain
Fixed Income Strategist, Pictet Wealth Management

Tom Lileng
Head of Alternative Investments, General Oriental Investments

Stefan Becker
Chief Investment Officer, Richmont Family Office

Tom Lileng
Head of Alternative Investments, General Oriental Investments

Annelíse Peers
Chief Investment Officer, Investec Bank AG

Rachel Whittaker
Sustainable Investing Strategist, UBS Wealth Management

Jessie Gisiger
Head of Credit and Investment Themes, Global Chief Investment Office, Credit Suisse

Kristoffer Jonsson
Director – Investment Office, Pictet & Cie

Sponsors & Partners

2021 Sponsors

• Tradeweb

• J.Safra Sarasin
• Metzler Asset Management
• Oddo BHF Asset Management
• Smead
• Swiss Qoute
• Wisdom Tree
• IG Bank
• Lion Trust

• Asset Management One
• BNP Paribas Asset Management
• CQ Invesmtent Group
• RBC Global Asset Management
• Landolt