23 - 25 June 2025
The Grimaldi ForumMonte Carlo, Monaco23 - 25 June 2025
The Grimaldi Forum,
Monte Carlo, Monaco
The Grimaldi Forum,
Monte Carlo, Monaco
A who’s who of the 200 top European wholesale investors
More buyers than any event bar none.
Meet the largest wholesale distributors, leading institutional investors, IFA groups and top family offices including:
- Global Head of Investments, RBWM - HSBC GAM
- Consultant/Manager selection - A.L.M. Berlin asset consult GmbH
- CEO Investment Solutions - AA Advisors
- Deputy CIO - AA Advisors
- Director General - Abante Asesores
- Investment Director - Affinity Private Wealth
- Global Head of Investment Research - AllFunds
- Head of Equities and Asset Allocation - Alte Leipziger/ Hallesche Konzern
- Head of Alternatives - Amundi
- Head Multimanagement - Amundi Asset Management
- Ancora Finance LLP
- Portfolio Manager - AOK-Finanzmanagement GmbH
- Asset and Financial Management - AOK-Finanzmanagement GmbH
- Head of Fixed Income and Equity - AP2, Stockholm
- CEO - AP4, Stockholm
- Product Advisor & Analyst - Apo Bank
- Head of Unit Linked Business - Architas
- CEO - Architas
- Partner - Ascot Investments
- Managing Director, Multi-Asset Portfolio Management - Assenagon
- Investment Manager - Astra Financial Services
- Head of Unit Linked Investments - AXA
- Deputy Life and Savings Officer, Head of Unit Linked - AXA Assicurazioni
- Advisory Desk Specialist - Banca Widiba
- Head of Portfolio Management - Bank Julius Bär Germany
- Head of Department Market and Banking - Bank of Finland
- Deputy CEO - Bank Pekao SA
- Assistant Vice President - Banque Cantonale de Genève
- Analyst and Selector of Third Party Funds - Banque Eric Sturdza
- Head of Fund Selection - Banque Pictet & Cie SA & APFI Board
- Head of Operational Due Diligence - Barclays
- Head of Portfolio Strategy Multi Asset - Bernecker Verlagsgesellschaft mbH/Bernecker & Cie. Portfolio + Trust AG
- Head of Investment Specialists Private Banking Belgium - BNP Paribas Private Bank
- Portfolio Manager - BVV Versicherungsverein des Bankgewerbes AG
- Director of Private Banking and Personal Banking - CaixaBank
- CEO, Head of Fund Selection - Caja Ingenieros Gestión
- CEO - Caja Ingenieros Gestión
- Global Strategist, Head of Global Portfolio Solutions (GPS) Optimized Portfolios - Canaccord Genuity Wealth Management
- Head of FoF selection & Research - CCPM AG
- Head of Research Fund Selection - Cedrus Asset Management
- Managing Director - Charles Connell & Co Ltd
- Funds Manager - China Everbright Group
- Head of Fund Research - Citadel
- Advisory Partner - Citadel Investment Services
- Managing Director, Global Head of Investment Lab - Citi Private Bank
- CEO - Coeli Asset Management AB
- Executive Manager/Multi Manager Investments - Colonial First State
- Head of Fund Trading & Co Head of Products - Commerzbank AG
- Director, Exotic Vanilla and Fund Trading - Equities Funds and Indices Trader - Commerzbank AG
- CIO - Commerzbank AG
- Head of Product, Equity and Commodities - Commerzbank AG
- Managing Director, Head of FIT - Commerzbank AG
- Fund Manager - Concerto IS
- Fund Buyer Assistant - Concerto IS
- Managing Director - Convexity GmbH & Co KG
- Head of Research - Copia
- CEO - Coutts
- Associate Director, Fund Research - Coutts Bank
- Head of Investment - Credem Banca
- CIO, International Wealth Management Division - Credit Suisse
- Director, Head FI & Multi Asset Fund Selection - Credit Suisse AG
- Senior Fund Analyst & Specialist ESG/SRI - Credit Suisse AG
- Head of Fund Selection - Danske Capital Wealth Management
- Head of Multi Management - Delubac Asset Management
- Multi Asset Group, Fund Research - Deutsche Asset Management
- Funds Analyst - Deutsche Bank AG, Filiale London
- CEO, Chairman of the Board - Deutsche Oppenheim Family Office AG
- Head of Research - Deutsche Wealth Management
- Investment Director - die Industriedenkmalstiftung
- Senior Business Product and Network - DNB Bank ASA
- Real Estate Investor - Ecorenta
- Owner - EM Value AG
- Investment Director - Emirates NBD
- Founder/Managing Director - Erdmann Family Office GmbH
- Executive Director, Head of Institutional Multi Asset Management - Erste Asset Management
- Division Head Product Management - Erste Group
- Owner - ET Asset
- CEO - Eta Family Office GmbH
- Director, Head of Fund Selection - Euromobiliare Asset Management
- Head of Wealth Management - Euromobiliari Asset Management
- Principal Director Reserve Funds - European Patent Office Pension Fund
- Head of Treasury - Evangelische Bank
- Head of Asset Management - Evangelische Bank
- Managing Director/CIO - Evangelische Bank, Kassel
- Managing Partner - Feri Trust
- Head of Hedge Funds - Feri Trust
- Portfolio Management - FERI Trust GmbH
- Head of Fund Research and Due Diligence - Fideuram Investmenti
- Manager Research International - FIS Capital
- MD - Focam
- Director - Focam
- Head of Fund Selection - Folksam
- Chief Investment Officer - Formuesforvaltning
- Head of Fixed Income Investments - Formuesforvaltning Aktiv Forvaltning AS
- Senior Research Analyst - Franklin Templeton Investments
- Executive Director - FRR Fonds de réserve pour les retraites
- Client Portfolio Manager - Fuchs Associés Finance S.A.
- Director - Fundcalibre & Albermarle Street Partners
- Head of Fund Selection US and European Equities - FundQuest Advisors
- CIO - Gemini, APFI
- Head of Allocation - GL Financial Group SA
- MD - Global Funds Search
- Financial Advisor - Green Benefit AG
- President - Hamilton Wealth Management Pty Ltd
- Asset Manager, Founder and Managing Director - Honoris Treuhand
- CEO - Honoris Treuhand GmbH
- Partner - HQ Trust
- Partner - HQ Trust
- Global Head of Product and Head of Wealth for Europe - HSBC Retail Banking and Wealth
- Managing Director - Ifsam
- Managing Director - Ifsam
- CIO - ifund
- Managing Director Advisory - IMP AG
- Senior Financial Analyst - Infinity Capital SAM
- CIO and Fund Selection - Inscap
- Head of Institutional Business - Inversis
- Manager, Funds Platform - Inversis Bank
- Deputy CEO/CIO Multimanager - Invesco
- Director - Invest AM
- Head of Collectives - Investec Asset Management
- Director - Investia Capital Management
- Head Global Investment Marketing & Business Solutions - J Safra Sarasin
- Director - Jefferies International Limited
- CEO - Jensen Capital
- Vice President - Jyske Bank
- Managing Director - Jyske Bank
- Director and Head of Selection - Jyske Capital
- Head of Investment - Kames Capital
- Partner - Kessler & Casadevall Asesoramiento Financiero
- CEO - Kost, Schürmann Beratungs GmbH
- Group Head of Asset Management - Kredietrust Luxembourg S.A.
- Senior Manager, Fund Management - Lansforsakringar
- Head of Fund Selection - Länsförsäkringar
- Managing Director and Chief Investment Officer - Laransa Private Wealth Management GmbH
- Managing Director - LCM Wealth Management Limited
- Lead Manager Multi-Asset Strategies and Asset Allocation - Legal & General Investment Management
- Partner, Chair of Asset Allocation Committee - LGT Vestra
- Partner - Logos Patrimon
- Head of Mutual Fund Research chez Lyxor Asset Management - Lyxor
- Financial Planner - M+P Vorsorge- & Vermogensmanagement GmbH & Co. KG
- Fund of Funds Manager - M4Invest GmbH
- Partner - MarkerStudy
- CEO & CIO - Marmot Investment Office
- CEO - Mediolanum Asset Management
- Head of Finance - Meeschaert Family Office Belgium
- Head of Due Diligence for the Chief Investment Officer, Global Wealth & Investment Management - Merrill Lynch Pierce Fenner & Smith Inc
- Investment Management & Guidance, Due Diligence, Alternative Investments - Merrill Lynch Wealth Management
- Investment Strategist - Meyer & Cie. Allokationsberatung GmbH
- CEO - Millenium Associates
- Fund Selector - Millenium Private Banking
- CEO - Mora AM
- Director, Manager Research Practice, EMEA - Morningstar
- Head of Savings and Wealth Offerings - Nordea
- CEO - Nordea Life and Pensions
- Partner - Nordicus Capital AB
- Director/Partner - Nordicus Capital
- Head of Fund Selection - Norwegian DNB
- CEO - Novia Financial
- Manager - Novitas
- Head of Equity & Asset Allocation Products - Oddo BHF
- CIO - OFI Asset Management
- Executive Director and Head of Fund Selection Third Party Products - Oppenheimer & Co
- Orchidee Advisory
- Director - Pandion Invest GmbH
- Director of Investment Research & Management - Paul R. Ried Financial Group
- Head of Competence Center Equity, Richelieu Investment Funds - PDPBankers, KBL European Private Bankers
- CEO - PFA Pension, Denmark
- Owner - Philippsen Consultant
- Multi Asset Portfolio Manager/Head of Fund Research and Manager Selection - Pioneer
- Portfolio Equity Research - Pioneer Wealth Management
- CIO - PortfolioMetrix
- Head of Investment - PPS Investments
- CEO - PPS Portfolio Performance
- Partner - PPS Portfolio Performance
- Partner - PPS Portfolio Performance
- Chief Executive Officer - Professional Provident Society Investments (Pty) Ltd
- Head of Research - Quilter Cheviot
- CIO RAG Stiftung (Essen), Managing Director - RAG Stiftung Beteiligungsgesellschaft mbH (Essen)
- Head of Fund Selection - Raiffeisen Capital Management
- Member of the Executive Board - RBS NL Pension Fund
- Director - Rivergum Investors
- CEO - SABC Pension Fundand Medical Scheme
- Head of Fund Management, Global Multi Manager - Santander Asset Management
- Fund Analyst & Portfolio Manager - Sarasin & Partners
- Chief Risk Officer - Sauren Finanzdienstleistungen
- Head of Global Product Strategy and Fund Selection - SEB
- Head of Manager Research - SEB
- Head of Investment Offering - SEB Life and Pension
- Portfolio Manager - SEB Pension
- Head of Selection and Investment - Selinca
- Co-Founder - Seven Investment Management (7IM)
- Head of Investment - SICOM Group (State Insurance Company of Mauritius)
- Chief Investment Officer (CIO) & Chairman of the Investment Committee - Spruce Investors
- Divisional Director, Investment Management - St James' Place Wealth Management
- Finance Director - Stiftung EVZ
- Finance Consultant - Stiftung EVZ
- Senior Investment Manager, Fund Selection - Storebrand Asset Management
- Managing Partner - Sudarskis & Partners
- CIO - Tages Capital
- Investment Analyst - TAM Asset Management
- CEO - Taunus Trust
- Senior Director - The Sen Family Office
- Managing Director - Tresono Family Office AG
- Head Content Management, Investment Products and Services (IPS) - UBS Wealth Management
- Head EMEA Solutions and Open Architecture Platform - UBS
- Fund Analyst - UniCredit
- Head of Fund Selection Strategy/Multi Asset Management - Union Investment
- Managing Director, CIO - Union Investment Privatfonds
- Fixed Income Strategies and ALM - UNIPER SE (formerly part of E.ON)
- Director of Fixed Income - Univest (Unilever Pension Fund)
- Head of Asset Management - Valida Pension Fund
- Conducting Officer - VAM Global Management Company S.A.
- Treasurer Portfolio Manager - Venus Management
- Head of Asset Management - Volksbank im Märkischen Kreis eG
- Head of Fund Platforms - VP Lux
- Fund Buyer - Waverton Investment Management Limited
- Head of Portfolio - Weberbank AG
- Managing Director - Widhaby Advisors & APFI Board Member