Elite Summit 2019

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  • Get a new challenge

  • Preparing Family Offices for the New Financial Era


    The sovereign debt crisis in the US and Europe has created unease amongst most investors this year. The Greek Tragedy is considered to be far from over. Even China is not living up to the success story many thought it would be, as Chinese stocks recently fell, due to a drop in foreign investment and the ripple effects of the global economic downturn. Successful investing was never an easy job, but in the current landscape, it has become an understatement. 

    The interactive forums and compelling presentations at the marcus evans Elite Summit 2012 will give family office directors and private wealth managers the opportunity to pick the brains of investment experts as they reveal their predictions for the global economy and share their insights and know-how.

    The three-day event, taking place at the Fairmont Le Montreux Palace in Montreux, Switzerland, 30 May - 1 June, will feature presentations by Stephen Fern, Chairman at The G9 Family Office Network & VP at the Institute of Wealth Management Standards, Christian Menegatti, Managing Director & Head of Global Economic Research at Roubini Global Economics, and Lisa Gray, Managing Member of graymatterSTRATEGIES. 

    Stephen Fern will discuss how to devise a best practice framework for the nine essential components of the family office business model, while Lisa Gray will focus on facilitating harmony and spurring a holistic service offering through the outsourcing of governance.

    In addition, Benjamin Alimansky, MD & Director of Manager Research at Glenmede Trust Company, will put the spotlight on manager selection and expanding outside the conventional investor comfort zone. As wealth preservation and long-term succession continue to be an issue for family offices, Håkan Hillerström, Owner of Håkan Hillerström Family Business & Family Office Advisory, will offer his suggestions and best practices into that space. Barbara Hauser, Independent Family Advisor at Barbara R Hauser, will present on channelling tax efficiencies and asset protection.

    As the Elite Summit 2012 is designed to provide attendees with the knowledge to deal with a wide range of issues challenging family offices, Bill Wyman, an expert on technologies for family offices and wealth management firms, will talk about the IT platform that is required to ensure security and operational efficiency, and why the technology in place in a family office needs to follow a complete risk analysis, as all investment related matters.

    The Chief Economists Janwillem Acket of Julius Baer, Richard Jerram of Bank of Singapore, and Trevor Williams of Lloyds TSB, will be taking part in the macroeconomic outlook forum at the event.

    The Elite Summit 2012 will bring together senior-level wealth management executives to network, gain cutting-edge insights and share strategies.

    It is clear that this is not the time to sit quietly and track the family office portfolio from afar. To succeed in the new financial era, the lessons learnt in recent years have to be applied, new investment opportunities must be explored as some of the traditional sources of revenue dry up, and risk mitigation must be made a priority.

    Contact: Sarin Kouyoumdjian-Gurunlian, Press Manager, marcus evans, Summits Division

    Tel: + 357 22 849 313

    About the Elite Summit 2012

    This unique forum will take place at the Fairmont Le Montreux Palace, Montreux, Switzerland, 30 May - 1 June 2012. Offering much more than any conference, seminar or trade show, this exclusive meeting will bring together esteemed thought leaders in private wealth management and market leading asset and fund managers for a highly focused and interactive networking event. The Summit includes presentations on every aspect of the family office space, from the latest asset allocation trends to building comprehensive technology platforms and managing family dynamics.

    For more information please send an email to info@marcusevanscy.com or visit the event website at www.elitesummit.com

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    Please note that the Summit is a closed business event and the number of participants strictly limited.

    About marcus evans Summits

    marcus evans Summits are high level business forums for the world’s leading decision-makers to meet, learn and discuss strategies and solutions. Held at exclusive locations around the world, these events provide attendees with a unique opportunity to individually tailor their schedules of keynote presentations, think tanks, seminars and one-to-one business meetings. For more information, please visit www.marcusevans.com

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