SuperReturn Private Wealth - CET
With banks slashing wealth management costs globally and rising pressure from digital-first challengers, how do wealth managers cope and adapt their investment strategy?
- Joaquim de la Cruz - CEO & Co-founder, Flanks
Sharing best practices on navigating recent geopolitical and macro-economic developments. What are the views on diversification across a variety of private equity investment attributes, such as strategies, vintages, stages, geography, and managers? Pro tips on dealing with disparities in wealth distribution that can lead to social and economic inequalities.
In addition to the different aspects of diversification, manager selection is key due to large variations in GP performance. Exploring how we can bridge the gap between the top and bottom quartile performing GPs. What criteria is especially important in choosing the right manager?
Exploring the appeal of co-investments in terms of returns. How can co-investments bridge equity gap? Refocusing co-investments on committed investors and laying the ground for a rebound. How do Family Offices and HNW individuals innovate their product? Evergreen structures in the spotlight.
- Evgeny Denisenko - Managing Director, Apolis S.A.M
- Victor Martin - Senior Associate, AR Audit & Research SA
Understanding next-generation family office principals and what is driving them. Offering practical insights on creating a venture fund within or alongside a family office, emphasizing how to leverage existing industry knowledge as an "unfair advantage" when scaling investments. Providing a blueprint for family offices looking to strategically diversify into venture capital while maintaining alignment with their core values and expertise.
- Soraya Darabi - Founder and Managing Partner, TMV
- Franziska Majer - Founding Partner, FM. Ventures
How can small changes have a large impact? Exploring the role of philanthropy in filling the gap in development and climate by using large funding at scale to help solve societal and environmental issues. How can you effectively measure the impact of your investments?
- Romain Ciarlet - Executive Director, Prince Albert II Monaco Foundation
How can emerging technologies and AI assist in private wealth space? Best options for implementing AI for Investment, due diligence and risk management. Examining the role of AI in due diligence and risk management in the world of investment.
- Didem Ün Ateṣ - Chief Executive Officer, LotusAI Ltd
Exploring the current investment preferences in light of global uncertainty and the evolving geopolitical landscape. How are family offices adapting to the “new world order”? Which strategies are gaining traction? Comparing local, real assets and infrastructure strategies and cash-flow-model-friendly investments such as secondaries.
- Julian Marwitz - Principal, Marwitz Family Office
Exploring the current investment preferences in light of global uncertainty and the evolving geopolitical landscape. How are family offices adapting to the “new world order”? Which strategies are gaining traction? Comparing local, real assets and infrastructure strategies and cash-flow-model-friendly investments such as secondaries.
- James Williams - Founder, Greenlion Media
- Dominik Bub - Managing Director, YIELCO Investments
- Shaha Miah - Principal, European Private Wealth, Pantheon
Table 1: Alternative investments
Discussing opportunities for investments in art, collectibles, commodities, and hedge funds. What are the returns like vs. mainstream markets? Exploring risks, complexities and a range of strategies when working with private wealth clients, in an effort to protect and grow a portfolio while minimizing risks and tax liabilities.Crypto and Real-World Assets ( (RWAs) in the spotlight.
Table 2: Professional investment management
Managing investment portfolios by monitoring markets and trading certain assets. How does the portfolio manager deal with the task of adopting an aggressive approach to increase returns? Sharing guidance for protecting the underlying wealth and achieve modest but stable increases over time.
Table 3: Financial and Tax planning
Discussing the goals that are most important and how to achieving them, ranging from retirement planning to saving for education to estate management. Sharing top tips and practical advice on certain tax-advantaged accounts and investments to minimize tax liabilities.
Table 4: Estate planning
How do you transfer capital across generations in the most profitable way? Taking a deep dive into legacy planning. Evaluating the opportunities in investing in charity vs. setting up foundations vs. schemes related to causes close to their hearts. What makes philanthropy appealing? Evaluating tax benefits and reputation-boosting aspects.
- Victor Martin - Senior Associate, AR Audit & Research SA