Elite Summit 2019

Register your interest

Please fill out the form below

Choose the option*

While we hope you can join us for this event, Marcus Evans delivers over 1000 annual events globally, so if we miss you this time we would love to keep you informed by email of other related events in your specific area of interest. Is that ok?

Yes    No

*Mandatory fields

  • Get a new challenge
  • Media Partners


    • Asset

    • BarclayHedge

    • CAIA

    • Emerging

    • Eurekahedge

    • Family

    • Hedge

    • Hedge

    • Private

    • Savvy

    • Securities

    • Smart


    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.

    A result of ongoing dialogue with your peers, the summit agenda is aligned with the most relevant market developments. Key topics for 2018 included:

    • The Winds of Change – Exploring the impact of central bank policies to adapt the portfolio strategies to reflect the impending shift in the market
    • Passing the Baton – Setting up strong governance structure to ensure the smooth transition of succession to a new generation
    • Finding the Right ones – Applying all the weapons at hand to scour the market for investments aligned with the risk-return profile of the family
    • Securing a Sweet Spot – Survey the asset class market from private lending to real estate and markets from Europe to Asia to pinpoint stable and safe returns
    • 360 Degree Transparency – Embracing the heightened importance of transparency in the investment world by implementing upcoming transparency regulations
    • Passing on the Values – Instilling the family spirit of entrepreneurship to the next generation to secure long lasting family ideals
    • Philanthropic Identity – Identifying the family’s charitable goals to set up measurable targets and align those with the common vision of family values, goals and passions


    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