TESTIMONIALS

The exhibition stands in the conference room were quite interesting and it was good to talk with the people from Lloyds TSB Private Banking, the Saxo Bank in Switzerland and also the Banque Degroof from Belgium. The presentation by Darling Hart, the CEO of US Tax and Financial Services SAR was extremely interesting and it would have been nice if she could have gone on for almost a full hour. Most of the field of Wealth Management is quite concerned about FATCA and her information also on what to do if a European or an Asian moves to the United States was most interesting. The panel discussions were also interesting and at the cocktails and the lunches there was a chance of meeting many of the other delegates and trying to determine which investments that they might be offering which could be of use to some of the family offices that we advise and to our own clients. I greatly enjoyed your invitation and it was indeed an interesting and worthwhile experience and I hope that you might be able to invite me to some of the other future conferences.

David Lee Hargitt, Independent Advisor,DLH/hrg

First of all, it is interesting that you get as much participants from parallel industries involved (and mainly, from few countries in Europe). Second, the panel discussions (at least those I attended) were of an interest to me and certain networking went really well. I am sure that next year you will have a great success event as well.

Zhulduz Tokmukhamedova, Client Administrator, Ardel Trust Company (Switzerland) SA

I only went to the booths, as I had some friends. The booths were interesting. As far as networking, I believe those events are very conducive to that and the atmosphere was very friendly.

Michel de Yougoslavie, Senior Advisor, Diligence SA

Thank you for Shorex Geneva event. It was useful with lots of interesting contacts.

Kristel Meos, Partner, Wealth Management, Zenith Capital Management

Very glad to have joined this very interesting forum!

Gauthier de La Rochefoucauld, Relationship Manager, Dexia Asset Management

Thank you for an excellent Forum and it was excellent to have met you in person. The quality of presentations was good. In particular, the presentation by Darlene Hart was excellent. The Forum provided some excellent networking opportunities. My friend and associate also very much enjoyed the conference and he tells me that it has already led to business for his firm.

Piers Coke-Wallis, Partner, Prospera Group

The event was very well organised. We had very good networking slots with very nice and informative people. Regarding the presentations, they were very well I deeply appreciated the David Badham’s speech about gold. I planned to meet more Swiss companies at the booths, but to be fully honest it was an excellent event.

Xavier Philipona, Inward Investment Analyst, UK Trade & Investment, British Embassy Berne

Although I could not attend all presentations as I had wanted, my global feedback is very positive concerning the speakers and most of the attendants.

Andre Schneider, CEO, The Sideco Group of Companies

Thank you for the organisation of the Shorex forum in Geneva last week. It was very interesting.

Valdo PETRONIO, Director, Wealth and Asset Management (WAAM) Solutions SA

I much enjoyed the SHOREX in Geneva. Good occasion for networking and to meet new providers and business relations. The presentations were very interesting and I much appreciated Gold and Commodities among other.

Pascal Berg, Managing Director, Befina Management SA

I found the conference very useful and informative. It was my first time attending this event. I thought the sessions on tax and FATCA on Wednesday were particularly good. Overall, it was worthwhile and I appreciated the invitation.

Best wishes for Christmas.

Adrian Maher, Managing Director, Swiss Financial Services

SHOREX is a quality event enabling participants to exchange valuable information and viewpoints on international wealth management issues. The venue at the Kempinski is convenient, the main conference room adequate for large sessions. The welcome desk was efficient and staffed by very polite and poised ladies. Due to constraints in my schedule I couldn’t attend many functions and presentations, but was able to make some fruitful contacts. Happy Season Greetings,

Ivan Mazuranic, Managing Partner, IMP & Co

The SHOREX event was a super success. I enjoyed all conferences and the super organisation. Congratulations to bring all this personalities to GENEVA. With pleasure I see you on your next event.

Bruno Fischer, FINANCIAL ADVISORY SERVICE