Elite Summit 2019

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    Elite Summit 2019

    12-14 June 2019, Fairmont Le Montreux Palace, Montreux


    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.


    satisfied clients are saying about the event:

    Excellently organised! Highly interesting participants! Top class!

    We found the event to be very well organised and it gave us invaluable access to one-to-one meetings with a focused client group.
    SEI Investments

    This was the best event I’ve attended so far. The quality of the attendees is amazing and the diversity exceeded my expectations. I really enjoyed it, many thanks for the great organisation!
    ETF Securities


    industry leaders share their insights into:

    Managing Operational Changes to Maximise Family Office Efficiency - taking the decision to reset the process and revamping the operational workflows, general accounting, and investment accounting and analysis and the challenges and successes faced during the implementation

    Building a Solid Family Office Approach to Direct Investing - Direct investing in private equity, real estate and credit and how to utilise the tools to ensure asuccessful investment from start to finish.

    Building the Foundation - Establishing a Strong Real Estate Strategy and Increasing the Portfolio Yield

    Success in Succession - Creating Firm Family Succession, Education and Conflict Resolution Planning to Solidify Core Family Values

    Early Stage Venture Capital - Investing in the Innovation of the Future


    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.

    marcus evans