WEALTH MANAGEMENT FORUM GENEVA

1st DECEMBER 2016 | GRAND HOTEL KEMPINSKI | GENEVA | SWITZERLAND





A LEADING EUROPEAN WEALTH MANAGEMENT EVENT - HELD IN GENEVA SINCE 2002

EVENT PROFILE - 15th Edition of Shorex Geneva

The Shorex Wealth Management Forum is the longest standing event in Geneva. Shorex Geneva is widely recognised as the leading European event for international wealth managers. It is also an indispensable networking platform for providers and distributors of financial products and solutions to HNWIs.
The programme comprised this year of one day conference with a series of panel discussions and roundtables running simultaneously. Designed for the top industry advisors, the conference reflected the recent challenging times and the very dynamic nature of the industry.

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WHY US?

If you're curious about the forum but you're not sure how it could benefit you or your business, we want to offer a little insight into how things work and why we bring you an event like this every year, in the hope that you will recognise its potential and attend. With decades of combined staff experience, this is one of the best forums for the discussion of topics relevant to independent asset managers, family offices, fund of funds, professional investor, private banks and trustees.

WHAT WE DO?

The programme comprised this year of one day conference with a series of panel discussions and roundtables running simultaneously. Designed for the top industry advisors, the conference reflected the recent challenging times and the very dynamic nature of the industry.

WHO WE ARE?

Shorex is a specialist media group for the wealth management industry and the high-end luxury market. Our purpose is to provide our partners, delegates and visitors with an effective networking platform where they can forge productive relationships and come away with strong ideas, innovative strategies and new business opportunities.

DON’T MISS THIS AMAZING CONFERENCE AND OPPORTUNITIESSS!

ShorexEvents On Central Bankers, #Brexit and How This Could Impact Us https://t.co/ipnszSTNni by Lionel Rayon, FM @Schroders https://t.co/RtPgL6ekfz
ShorexEvents Markets Dump on Cocktail of Negative Issues https://t.co/N9nbcWUF3p Stewart Richardson @RMGwealth

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EVENT SPONSORS SPECIAL THANKS

PROVISIONAL PROGRAMME

Managing Risks & Asset Allocation

- Commodities in troubled times
- The investment case for platinum
- The investment case of sustainable investment
- Emerging and frontier markets that can deliver returns in 2017
- Investing in post Brexit vote and post US elections
- The impact of terrorism on financial markets and how to hedge against it
- How to identify mispriced assets in a low interest rates and high volatility environment
- How Fintech, Robo-advisors and Crowdfunding are changing the investment industry

MORNING

Relocation and tax planning for HNWIs and family offices

- The new Swiss tax regime for corporations
- Review of countries offering a ‘Non-doms’ status
- Residency solutions for global citizens
- Citizenship programs for entrepreneurs and families
- Low-cost family office solutions
- Harnessing the power of technology for family offices
- Investing in property: yield, capital appreciation, tax and succession planning
- Are you ready for the Automatic Exchange of Information? How technology can help

AFTERNOON

SHOREX GENEVA IN THE PRESS

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