TBA, Milan, Italy

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Event Date Thu Sep 15 CEST (in 8 months)
In your timezone (EST): Thu Sep 15 2:00am - Thu Sep 15 11:00am
Location TBA
Milan, Italy
Region EMEA

This event is designed to bring together capital allocators and wealth managers from France, Monaco, and beyond for a day of networking and knowledge share. Our agenda covers asset allocation, alternative investing, growing and passing on personal wealth as well as regulatory compliance and the current state of the financial marketplace and global economy.

As this event is completely closed door and invitation only, it has been designed to enable genuine peer-to-peer learning and networking for the local UHNW and HNW community.

Key Discussion Topics:
• Asset Education:
The Event Will Provide 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 Offices Views:
How Family Offices Are Thinking About Asset Allocation and Which Asset Classes They Are Using to Achieve Sufficient Portfolio Returns and Asset Stability.


2022 Speakers

Jonathan Kieffer
Head of Asset Allocation, Investment Advisory Services, Société Générale Private Banking

Vincent Izrael
Managing Director, Investment Team Leader, J.P. Morgan Private Bank, France

Olivier Raingeard de la Blétière
Chief Investment Officer, Neuflize OBC (France)

Gilles Prince
Head of Discretionary Portfolio Management & Chief Investment Officer, Edmond de Rothschild

Dominique Benoit
Director of Private Banking France, Pictet Wealth Management

Jacques Lemoisson
Head Global Macro & Alternative Investment, CBH Compagnie Bancaire Helvétique SA

Jean-Jacques Friedman
Chief Investment Officer, Natixis Wealth Management

Catherine Blanc-Adams
Head of Emerging Market Investments, J. Stern & Co.

Bernt Kok
Director, Private Wealth Management, ABN AMRO MeesPierson

François Essertel
Head of Private Banking France – Exco Member, HSBC France

Frédéric Largeron
Director Private Banking France, Crédit du Nord Group

Me Bernard Monassier
President, BM Family Office

Laurent de Swarte
Founder, AGAMI Family Office

Thierry Brunel
Founder and Owner, Eleaur Family Office

Edmée Chandon-Moët
President, Family & You

Robert Anthony
Founder, Anthony & Cie

Anice Chlagou
Co-Founder, Director-General, Letus Private Office

Olivier Levy
President, Levy Capital Partners

Sponsors & Partners

2022 Sponsors

• Black Tulip
• BNP Paribas Asset Management
• Alllianz Global Investors
• Amundi Asset Management
• Aviva Investors
• Ayaltis
• Columbia Threadneedle
• Investec Asset Management
• Palindromes Inc.
• Rothschild & Co
• State Street
• Talance Gestion
• Vicker Venture Partners