Elite Summit 2018

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    Elite Summit 2018

    11-13 June 2018, Fairmont Le Montreux Palace, Montreux, Switzerland


    The Elite Summit is the premium forum bringing top tier buyers and sellers together. As an invitation-only event taking place behind closed doors, the summit offers the independent advisers of wealthy private investors and international fund and asset managers an intimate environment for focused discussion of the key new drivers shaping wealth management asset allocations.

    A result of ongoing dialogue with your peers, the summit agenda is aligned with the most relevant market developments. Key topics for 2017 included:

    • The Complete Picture – Continuously adapting portfolio strategies to political, financial and macroeconomic climates to successfully reduce volatility and protect assets

    • The Realities of Risk – Inspecting existing models and methodologies to identify the best approach to portfolio optimisation

    • Digging Deep – Finding value for money assets by excavating into every aspect of the investment structure to build a stable and safe cash flow

    • Strong Pillars – Securing solid family succession, education and conflict resolution planning by engaging the next gen in sharing the common vision of family values, goals and passions

    • On the Fast Track – Embracing technological disruption and keeping up with cross-industry innovation to rejoice your portfolio

    • Do Good & Get Rewarded – Implementing socially responsible investment policies to contribute to ESG impact and deliver long term value creation

    • Playing By The Book – Exploring and implementing upcoming transparency regulations and their effects on the investment universe to protect portfolios and clients

    Don’t take our word for it

    explore how our clients are achieving ROI from our events in our Case Study Archive

    Read More

    What are the Benefits of a Summit?

    The marcus evans summit format is the ideal method for uniting decision makers and solution providers. The world’s foremost strategists, thought leaders and trend setters deliver visionary keynote presentations, real-life case studies and interactive sessions. A sophisticated web-based scheduling system enables delegates and providers to select one-on-one business meetings that fit their current priorities and preferences. Situated in some of the world’s most beautiful locations  and with numerous networking opportunities, participants discuss their business objectives face to face in a relaxed atmosphere.

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