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

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 or visit the event website:

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