Shorex Wealth Management Forum Geneva | Hotel President Wilson | Geneva | Switzerland | 1-2 December 2009

Saturday
May 19th
Text size
  • Increase font size
  • Default font size
  • Decrease font size
Frontpage Slideshow (version 2.0.0) - Copyright © 2006-2008 by JoomlaWorks

Important Announcement: The Shorex Wealth Management Forum Geneva 2010 is moving to the Bâtiment des Forces Motrices. The new venue is bigger and more centrally located.
Dates: 19th-20th October 2010.

Review of Shorex Geneva 2009

The 8th edition of the Shorex Wealth Management Forum Geneva was a great success, with more than 1500 professionals attending the two day event at the President Wilson Hotel. The programme comprised of two conferences running simultaneously. Designed for the top industry advisors, the conference reflected the recent challenging times and the very dynamic nature of the industry. The result was an increase in the concentration of decision makers attending the Geneva forum to network and exchange their opinions. Over the years, Shorex Geneva has become Europe’s biggest wealth management platform and an indispensable event for providers and distributors of financial products and solutions to HNWIs.

The key issues covered this year were ETFs, gold, SRI, banking privacy/secrecy, transparency, global market outlook, Forex, hedge funds, emerging markets, managed futures, real estate investment, wealth management industry analysis and outlook, regulations for independent asset managers, ethical aspects of fund selection and retrocessions, tax planning and international financial centres.

OBJECTIVES

- Provide a comprehensive networking platform for professional investors & advisors
- Enhance distribution channels for financial institutions
- Deliver knowledge updates from leading industry figures

THE AUDIENCE

Professional Investors, Private Banks, Independent Asset Managers, Fund of Funds, Single Managers, Family Offices and Trustees.

JOB TITLE BREAKDOWN

Board Member, CEO, Managing Director, General Manager, Head of Private Banking, Director of Department, Fund Manager, Head of Third Party Fund Selection, Portfolio Manager, Client Relation Manager, Wealth Advisor, Tax Consultant, Estate & Trust Practioner, Broker, Fiduciary & Life Insurance Specialist.

EXHIBITORS & SPONSORS

Investment Banks, Asset Managers, Fiduciaries, Corporate and Trust Companies, Tax Consultancies, Financial IT Companies, Financial Information Providers.

PRESS COVERAGE

  • Logo

    gestion de fortune jeudi 3 décembre 2009

    Le forum Shorex hanté par Madoff et par les commissions «occultes»

    Par Pierre-Alexandre Sallier

    Shorex note: MM. Dario Zanni (Procureur) and Vincent Derudder (Fédération européenne des conseils et intermédiaires financiers) quoted in this article were speakers at two panel discussion chaired by Daniel Glasner (Founder of Action Finance) and Vincent Derudder on "Portfolio Losses: Efficient Ways to be Reimbursed" and "Fund selection for private bankers and Independent Asset Managers: Risk Management and Liability" on which this article is based. The panel discussions were part Day 2 of the Shorex Wealth Management Forum Geneva.

    Les plaintes liées à l’affaire Madoff et la pratique des «rétrocessions» se rappelent au bon souvenir des financiers réunis à Genève. Le procureur Dario Zanni dénonce une «substitution des intérêts» des clients au profit de ceux de leurs conseillers

    Signe de ces temps de crise, des sujets de discussion longtemps «tabous» commencent à s’inviter dans les rencontres des professionnels de la gestion de fortune. Mercredi, lors du forum Shorex, qui réunissait près de 1500 personnes à Genève, deux conférences ont osé aborder le problème des «rétrocessions» et celui des dédommagements de clients floués.


The Shorex Wealth Management Forum Geneva 2010 The Shorex Wealth Management Forum Geneva 2010
Europe's Leading Wealth Management Event. Le Forum Mondial de la Gestion de Fortune.
Date: 19 - 20 October 2010
Location: Geneva, Switzerland
Venue: Bâtiment des Forces Motrices
img_3607 img_4559 Geneva08_08 img_3617 img_4315 img_4323 img_3660c img_3614a img_3601 img_4389

NEXT SHOREX EVENT

CATALOGUE - COVER

geneva_cover

SPONSORS

CASAM ETF Squared Financial
letemps_new Teeple Hall LLP
CNBC Europe The Wall Street Journal Europe

LEGAL PARTNERS

Altenburger

TESTIMONIALS

Just to say how much I enjoyed the conference this year!

Je tiens à vous remercier pour votre professionnalisme et pour votre réactivité tout au long de cette organisation.

  • Myriam Hassani, Crédit Agricole Structured Asset Management
  • Read Full

I understand the show was well attended and congratulate you and your team.

  • Martine Trebucq, Colliers International
  • Read Full
Show All