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

Dec 03rd
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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.


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


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


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.


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


  • 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.

GT Group (1) Exane Picture 098 img_3660 img_3606 img_3659 Geneva08_14 img_4717 img_3605 Blackrock Merrill Lynch





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




I thought the whole conference went very smoothly and you were always very helpful.

  • Maritza Handal, Source UK Services Ltd
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It was a pleasure working with  you again this year. The show was great we have had a lot of good contacts.

All in all, it was a good event

  • Melanie Wymann, Swiss & Global Asset Management
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