Archive for the ‘Switzerland’ Category

Smoothing Transitions: Guiding Private Wealth Management Professionals into the Post-Crisis World of Finance

Tuesday, July 5th, 2011

The eighth marcus evans Elite Summit, held in Montreux this past May, maintained its position as the cornerstone of cutting edge networking for the financial advisors of Europe’s wealthiest families and UHNWI. An unparalleled programme delivered best practices from superior PWM expertise and in-depth one-on-one networking with top asset/fund managers and service providers.

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It was kicked off by Chairman Gideon Rachman, of the Financial Times, with a concise global economic overview that unified all of the event sessions. Provocative keynotes spoke of looking inward to empower client portfolio potential by strengthening service structures, transparency and inter-family communication. It was a message aimed at stabilising family concerns and frustrations following the global crisis. The Founder of Lowenhaupt Global Advisors embodied this message by sounding a call to Family Offices for standards development aimed at the protection of both advisors and clients.

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A series of in-depth case studies ranged all over the topic spectrum from integrated planning to behavioural finance. Clavis Family Office presented cutting edge research on a comprehensive system to pinpoint customised platforms for consolidation, administration and reporting. The audience got a neuroscience lesson from Wellershoff & Partners that clarified how brain physiology affects the investment decisions we make and what that can mean for performance.

The most stimulating and dynamic portion of the event were the two interactive panel forums. An assembly of leading economic experts, including the Chief Economist of Swiss Bankers Association and the Global Chief PWM Investment Strategist at Deutsche Bank, led the Global Economic Forum, which agreed that our financial future is still largely unknown. Following a lengthy debate over China, Greece and the US Dollar the concensus for buffering against the uncertainty to come was diversification and direct investment. Alternatively, the Family Office Forum, including Executive Director for Arkion’s MFO and Partner & CEO of Cape Capital, agreed that investment education is the biggest change affecting FO structure as post-crisis families attempt to take the reins of their own wealth management destiny.

The overall tone of the event was clear. The global financial sector is in a state of economic, regulatory and social transition. The key to riding out this storm will be strong balance of both fiscal and family oriented diversification, education and transparency that will achieve the governance and investment strategies to preserve performance into the post-crisis world.

And this is precisely what the ninth Elite Summit, this November 2011, will explore as it continues to advance Europe’s leading wealth managers into the new age of financial services with it’s powerful and holistic platform of innovative best practices and investment opportunities.

For more information please contact Daniela Trojakova at summits@marcusevanscy.com or visit the event website: http://www.elitesummit.com/GTMpr

Lobnek Wealth Management – Rethinking PWM

Thursday, November 4th, 2010

News Release  :  October 21, 2010
Elite Summit 2010
Fairmont Le Montreux Palace, Montreux, Switzerland, 15 – 17 November 2010
www.elitesummit.com

Marc Moret, a keynote speaker at the marcus evans Elite Summit 2010 discusses the restructuring of the private wealth management sector.

Montreux, Switzerland, November 3, 2010 – FOR IMMEDIATE RELEASE

The traditional business model of private wealth management is rapidly becoming obsolete, according to Marc Moret, Founder of Lobnek Wealth Management. Wealth managers need to adapt to a new paradigm based on independence, full transparency, and cost efficiency. There has to be a complete alignment between the interests of the client and those of the wealth manager. A keynote speaker at the upcoming marcus evans Elite Summit 2010 in Switzerland, 15 – 17 November, Moret shares his thoughts on how the sector should restructure itself and which strategies are likely to perform well in the coming years.

What is challenging the wealth management sector right now?

Marc Moret: Coming out of the 2008 crisis, wealth managers are faced with a very difficult investment environment where producing and maintaining positive performance is challenging. In addition, a number of common practices such as kickbacks and cascading fees that have had a negative impact on performance are increasingly being questioned by clients. It is urgent for wealth managers to address these issues and be creative.

Do you have any suggestions on how they can be creative?

Marc Moret: There needs to be a complete alignment between client and wealth managers’ interests. In the new environment, the choice of products will play a key role – wealth managers should be actively seeking a number of broadly diversified best in class investments. A portion of the portfolio should also be dedicated towards investment products that are uncorrelated to the rest of the market. Successful managers will increasingly shift focus from chasing performance to better risk control.

Last but not least, a core/satellite approach to investing seems particularly well suited to generating alpha all the while tracking the broader markets.

Which strategies do you think will perform particularly well in the next few years?

Marc Moret: In the present uncertain environment, I would advise investors to position themselves cautiously by implementing strategies that hedge against various scenarios.

I recommend to put emphasis on ensuring a high degree of de-correlation between asset classes in order to avoid a repeat of the 2008 experience when practically all asset classes suffered substantial losses simultaneously.

The emerging markets are set to outperform the developed markets over the next few years. However, one has to bear in mind that the growth of the emerging markets by themselves will not suffice to lift up the global economy.

marcus evans Summits announces Daniel Mateos , keynote speaker at the Elite Summit 2010

Tuesday, October 12th, 2010

12 October 2010

marcus evans Summits, is pleased to announce Daniel Mateos as the Keynote Speaker at the Elite Summit, on the 15 – 17 November 2010, taking place at the prestigious Fairmont Le Montreux Palace, Montreux, Switzerland.

The Elite Summit addresses the most current wealth management trends and provides attendees with fresh perspectives on adapting effectively to global changes and opportunities to sustain, grow and preserve family wealth. Over three days, a carefully scheduled series of presentations, case studies and one-to-one business meetings will provide you with strategic advice as well as networking opportunities with key decision makers from the most prominent family offices, trusts, foundations and endowments in Europe.

Daniel Mateos, Director of Werner Capital will be presenting on Why Emerging Market Wealth is Invested in Real Estate. Also adding to this year’s cutting edge programme, we have some of leading family office professionals in Europe offering their insight on Strategic Partnerships, Portfolio Safeguarding, Optimal Governance Structures and Growing, Protecting & Transferring Wealth amongst other key issues. Summit Chairman Todd Benjamin, Former Financial Editor, CNN International will be joined by keynote speakers including Constantinos G. Grigoriadis, CIO, Alpanco; Alexander Arnbäck, Manager, Passive Management and Russell Prior, Executive Director, Enterprise & Philanthropy Development, Charities Aid Foundation.

This year’s Elite Summit audience includes Presidents, Chairmen, Chief Executive Officers, Chief Investment Officers, Vice Presidents and Directors of Single-Family Offices, Multi-Family Offices, Trusts, Foundations and Endowments as well as Sponsors offering a wide range of products including Wealth & Asset Management, Integrated Planning, Lifestyle Planning, Legal Services, Insurance and Philanthropic Services.

marcus evans Summits (www.marcusevans.com), produces high level business platforms for the world’s leading decision-makers. These dynamic and innovative forums initiate and develop business relationships one to one between director and C level practitioners from the world’s most influential organisations and with leading product and service suppliers. marcus evans Summits guarantees an exclusive format which enables participants to achieve the maximum amount of business and knowledge interaction over a three day event in a stimulating environment.

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

For more information
Daniela Trojakova
Marketing Manager
Tel: +357 22 849 380
Email: summits@marcusevanscy.com
www.elitesummit.com/GTMpr
www.marcusevans.com

Identifying the Right Timing for a Win-Win Dispute Resolution

Monday, July 12th, 2010


Karl Hennessee, a speaker at the marcus evans European Corporate Counsel Summit 2010 explores the relationship and cultural factors Counsel should consider.

Interview with: Karl Hennessee, Vice President – Litigation & Regulatory Affairs, Airbus SAS

FOR IMMEDIATE RELEASE

It is not total war from day one until the date of the award, says Karl Hennessee, Vice President – Litigation and Regulatory Affairs at Airbus SAS. Counsel have to realise that a relationship will grow and change over time, and be sensitive enough to recognise and understand when a win-win outcome is more likely. A speaker at the marcus evans European Corporate Counsel Summit 2010, taking place in Switzerland, 26 – 28 September, Hennessee identifies the common mistakes Counsel make, when settlement is more likely and the cultural factors that should be considered during a dispute resolution.

What best practices would you recommend?

Karl Hennessee: One thing to keep in mind is that any relationship grows and changes over time. The first mistake that Counsel make is allowing themselves to be persuaded that the state of the relationship is static, in other words that the relationship at the time the contract (or the moment the dispute commences is) representative of how the relationship will always be. For example, during tough negotiations, Counsel may worry that a dispute is just around the corner, and be too cautious, thereby adding too many contingencies into the contract. The fact is that a relationship will grow and change over time.

Secondly, understanding the tactical aspects of litigation or arbitration is very important. It is not total war from day one until the date of the verdict or award. There are process steps and process irritants, which if understood well, can be exploited by Counsel to the advantage of the client. More importantly, a business relationship can be put back on track. There are certain points when a settlement may be more likely than at other times, and if those points are not recognised, the opportunity for a win-win outcome may be squandered when not put forward at the right time.

How can Counsel identify those points in time when a settlement may be likely?

Karl Hennessee: The first thing to understand is the dynamics of the business relationship. A business relationship that has just begun has different levels of trust compared to one which has been ongoing for a long time.

Cultural factors (national and even the culture of a given relationship) can also be important in understanding how different cultures approach litigation, arbitration, or dispute. In one culture, dispute may be more or less a way of life, and settlements may be around the corner at any given time, whereas in other cultures, a dispute may have to run its course before a settlement decision is taken.

Having good lawyers on both sides of the dispute who counsel their clients realistically is one of the strongest indicators of a potential settlement. It will be very difficult to achieve a settlement if the lawyers on one side are unrealistic or overly aggressive. You always need to look for the best interests of the business relationship.

What should Counsel consider when deciding between litigation and arbitration?

Karl Hennessee: Those who are in favour of arbitration over litigation, or vice versa, are ignoring the reality that we are always dealing with both. While the choice of arbitration makes sense in a long term contractual relationship with a business partner, one may find that parallel litigation, for either the suppression of claims that may be made by others or the litigation to enforce an arbitration award, may actually be a necessary component of the arbitration process.

Lastly, do you have a final message for General Counsel in Europe?

Karl Hennessee: General Counsel must understand that there are unique cultural factors in practice in Europe, but the availability of tools used is not unique to Europe. Europe is part of a global legal economy, and evermore so today than before, but fundamentally, there are unique elements about practicing in Europe that we must recognise and take into account.

I see an unfortunate trend amongst some of my European colleagues who try to be more and more Anglo Saxon in their field of practice. While I applaud the rigour of Anglo Saxon lawyers, I believe we need to take what is good about the Continental European legal culture and preserve that, whilst trying to learn from other legal cultures.
Contact:
Sarin Kouyoumdjian-Gurunlian

Press Manager
marcus evans, Summits Division
Tel: + 357 22 849 313
Email:
press@marcusevanscy.com
About the European Corporate Counsel Summit 2010

This unique forum will take place at the Fairmont Le Montreux Palace, Montreux, Switzerland, 26-28 September 2010. Offering much more than any conference, exhibition or trade show, this exclusive meeting will bring together esteemed industry thought leaders and solution providers to a highly focused and interactive networking event. The summit includes presentations on competition laws, mergers and acquisitions and compliance programmes.

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

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

All rights reserved. The above content may be republished or reproduced – kindly inform us by sending an email to press@marcusevanscy.com

Goal-Based Allocation “Strategies for Family Offices”

Thursday, March 25th, 2010


Protecting the Company’s Future – Strategies for IP Counsels

Wednesday, March 24th, 2010

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Leading Family Office Professionals to Attend the Elite Summit 2010, hosted by marcus evans Summits

Monday, March 22nd, 2010

marcus evans is pleased to announce the Elite Summit taking place 26-28 June 2010 at the Fairmont Le Montreux Palace, Montreux, Switzerland.

Preserving wealth even in the most turbulent of financial markets continues to top the priority list of family offices and their investment arms. Mastering the principal drivers of returns, fund selection and asset allocation, holds the key to ultimate portfolio performance. The exclusive Elite Summit brings together investment strategists from prominent family offices, trusts, foundations and endowments with leading asset managers and wealth management professionals to explore lucrative investment potential.

The Elite Summit 2010 offers attendees the perfect opportunity to network with the key decision makers from the most prominent family offices, trusts, foundations and endowments in Europe. A series of insightful keynote presentations and case studies will be delivered by the gate keepers of family wealth. The luxurious settings and conference facilities of the Fairmont Le Montreux Palace in conjunction with an abundance of networking opportunities throughout this exclusive event will provide a unique forum to exchange knowledge and ideas and develop meaningful business relations.

At the Elite Summit, attendees will follow a personalised agenda designed to maximize their limited time and to effectively meet their business needs and interests. The speakers include: Jeffrey R Lewis, President,Heinz Family Philanthropies; William Drake, Director & Co-Founder, Lord North Street;Daniel de Fernando, Founding & Managing Partner, MdF Achievers and Juan Jesus Gomez Cubillo, Family Office Director, Tressis.

For More Information Please Contact:

Kirsten Helders
+357 22 849 378
summits@marcusevanscy.com

http://www.elitesummit.com/GTMpr

www.marcusevans.com

The European Corporate Counsel Summit 2009, hosted by marcus evans Summits

Monday, October 5th, 2009

The fifth annual European Corporate Counsel Summit, which took place on the 23 – 25 October 2009 at the prestigious Fairmont Le Montreux Palace, Montreux, Switzerland, was an immense success again.

The ECC Summit attendees followed a personalised agenda designed to maximise their limited time and to effectively meet their business needs and interests.

A great panel of speakers shared their views on the current Pharmaceutical market;

Nicola Walter Palmieri, General Counsel, Parmalat S.p.A., shared his views on the global economic crises.

Dr Richard Wessman, Professor, Uppsala University,talked about the protection of well known marks in the EU and US.

Ignacio de Castro, Deputy Director, WIPO Arbitration and Mediation Center, presented the alternative dispute resolution of IP and Technology Disputes.

Besides the strategic summit sessions led by some of the most prominent thinkers in Europe and beyond, the ECC Summit has been designed to provide a unique interactive forum for sponsors to present their products and services directly to key decision makers from Europe’s leading legal companies. Over three days, sponsors meet and interact with senior-level corporate counsels, through a number of business one-to-one meetings and many networking activities.

One week after the summit, 35% of the sponsors companies have already decided to participate in next year’s ECC Summit, which will take place in September 2010.

To quote the Partner of Oppenhoff & Partner, one of the Summit sponsors; The summit is a great opportunity to meet many interesting business contacts in a very efficient, but also enjoyable way.

marcus evans Summits (www.marcusevans.com), produces high level business platforms for the world’s leading decision-makers. These dynamic and innovative forums initiate and develop business relationships one to one between director and C level practitioners from the world’s most influential organisations and with leading product and service suppliers. marcus evans Summit’s guarantees an exclusive format which enables participants to achieve the maximum amount of business and knowledge interaction over a three day event in a stimulating environment.

Please note that the European Corporate Counsel Summit is a closed business event.

For more information

Kirsten Helders

Marketing Manager

Email: summits@marcusevanscy.com

www.eccsummit.com

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www.marcusevans.com

Wealth management developments at Elite Summit 2009

Monday, August 3rd, 2009

 

 

 marcusevans.com | elitesummit.com
 
  

 summits

2-4 November 2009
Fairmont Le Montreux Palace, Montreux, Switzerland 

Amidst global financial uncertainty, it is vital for wealthy families to enhance their economic environment awareness and keep abreast of the latest wealth management developments for informed investment choices. At the exclusive Elite Summit, key investment decision makers from prominent family offices, trusts, foundations and endowments mingle with leading asset managers and specialists, exploring fresh perspectives on preserving and growing wealth.

The Event

event website >
In the current volatile economic landscape family offices must first and foremost understand the associated risks affecting the wealth. It is imperative to partner with the right experts to pursue newly emerged opportunities and diversified investment strategies. Achieving successful portfolio management, optimised tax structuring, governance best practices, legacy planning for future generations and engaging in philanthropic activities with positive social returns remain high priorities for family offices on the quest of wealth preservation and growth.Elite, the leading private wealth management event in Europe aims to address the key challenges related to wealth management and provide family offices with original insights on global investment strategies and expert advice on their increasing demands and complex needs. The event focuses on critical issues, including obtaining accurate investment information considering the current economic landscape, the new risks and opportunities introduced, and securing the long-term protection of family assets, wealth and financial stability of the family members.

The Elite Summit 2009 offers the perfect setting for sponsors to meet with the key decision makers from the most prominent family offices, trusts, foundations and endowments in Europe and the Middle East during the one-to-one business meetings. Sponsors will have the opportunity to attend a series of insightful keynote presentations and case studies delivered by the gate keepers of family wealth. The luxurious settings of the Fairmont Le Montreux Palace and an abundance of networking opportunities throughout this exclusive event provide a unique forum to exchange knowledge and ideas and develop meaningful and valuable business relations.

Summit Programme

event website >
The key topics of this Elite Summit are:

  • Navigating in Turbulent Waters – Reevaluating risk exposures and exploring rewarding opportunities
  • Keeping it in the Family – Ensuring wealth growth and preservation for generations to come
  • Balancing Risk & Return – Fulfilling your investment goals by achieving superior, risk-adjusted returns
  • Exploring Alternatives – Achieving successful portfolio diversification by pursuing optimum investment opportunities globally
  • Real Estate Assets – Identifying the potential of this primary investment vehicle with respect to established strategies and future developments
  • Cross-Border Investing – Demystifying the theory of emerging market decoupling to pursue solid investment strategies
  • Family Office Governance – Establishing a common family office mission by implementing accountability and transparency best practices
  • Effective Tax Strategies – Optimising tax structuring to reduce the effect on wealth
  • Strategic Philanthropy – Demanding a social return on investment to establish a sustainable society
  • Seeking Talented Professionals – Attracting and retaining specialists with diverse skills to secure the long-term stability and growth of the family office
  • Relationship Dynamics – Inspiring confidence and building trust among stakeholders by aligning family values with family office objectives

Organisers

event website >
One of the world’s leading business information companies, marcus evans is dedicated to the provision of global business intelligence and information to assist in strategic and effective decision-making. Our aim is to provide first class business information, through a variety of media, which enables clients to sustain a valuable competitive advantage while making a positive contribution to their success. Each year marcus evans produces more than 150 of the world’s leading business and economic summits for senior decision-makers. 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 to provide an effective, highly focused interactive event. …a dominant force in the delivery of strategic business information

www.marcusevans.com

Contact

event website >
Kirsten Helders
Marketing Manager
marcus evans

summits@marcusevanscy.com
 
 summits

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Corporate Legal Counsel Conference to redefine role & influence in the enterprise

Sunday, August 2nd, 2009

 

 

 

 

 marcusevans.com | eccsummit.com
 

23-25 September 2009 
Fairmont Le Montreux Palace, Montreux, Switzerland 

 
 Today corporate counsels are expected to take on more responsibilities and redefine their role and influence throughout the enterprise. This demands more creative thinking and a holistic approach in overcoming challenges such as, controlling costs, finding the right technology to increase productivity, efficiency and compliance, as well as building a strategic partnership with law firms.
The Event

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Corporate counsel today must have an excellent understanding of today’s most pressing corporate legal issues, including governance and ethics, protection of their company’s IP, privacy compliance, labour and employment challenges, regulatory developments and litigation management. The leadership that General Counsel must now take has never been greater or more crucial.
Delegates representing all major industries will discuss how to evolve their role through an interactive agenda of conference sessions, business meetings and networking activities. A select group of leading law firms, represented by their senior decision-making officers will join the delegates in executive level meetings and closed discussions.

The European Corporate Counsel Summit is a unique event created specifically for senior legal executives across all major industry sectors. Over three days and two nights, the European Corporate Counsel Summit offers the perfect setting to interact with the high-profile General Counsel from some of the largest corporations.

 
Summit Programme

event website >


The summit programme for the European Corporate Counsel Summit 2009 is determined by continuous research with our delegates and leading industry professionals. The three-day programme addresses the key issues faced by corporate counsel and provides insight into such areas as:

  • The Global Economic Crisis: The Impact and Effect it has had on Legal Teams within Businesses
  • How to Form Legal Teams: Who to Bring in and How to Develop Peoples’ Competencies
  • Integrating the Legal Department with the Rest of the Corporation
  • Talent  Management: Lawyers to Leaders
  • Building a Strategic Partnership with Law Firms: Getting Value for Money
  • Implementing a Best Practice Compliance Programme
  • Protecting Company Data
  • Legal Risk Management
  • Alternative Means to Resolve Disputes: Reducing the Cost of Litigation
  • Effects of US Legislation in Europe
Organisers

event website >


One of the world’s leading business information companies, marcus evans is dedicated to the provision of global business intelligence and information to assist in strategic and effective decision-making. Our aim is to provide first class business information, through a variety of media, which enables clients to sustain a valuable competitive advantage while making a positive contribution to their success.Each year marcus evans produces more than 150 of the world’s leading business and economic summits for senior decision-makers. 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 to provide an effective, highly focused interactive event.

…a dominant force in the delivery of strategic business information

www.marcusevans.com

 
Contact

event website >


Kirsten Helders
Marketing Manager
marcus evans

summits@marcusevanscy.com

 
 

summits

Event Website