The Shorex Wealth Management Forum Geneva 2014

EUROPE'S LEADING WEALTH MANAGEMENT EVENT

FOR IMMEDIATE RELEASE - 12/12/2013Over 300 delegates attended the 12th edition of the Shorex Wealth Management Forum Geneva 2013

The 12th edition of Shorex Geneva last week gathered 322 Swiss and European professional investors, family offices, independent asset managers and fund buyers. The event took place at the Grand Hotel Kempinski Geneva on 4th December.

The programme this year covered European equities, international financial centres including Liechtenstein and Dubai, Smart beta Indices, high yield bonds, and the new regulations and compliance for Swiss wealth managers (FINMA, FATCA, AIFMD, LPCC, etc.).

The forum also featured a series of Investment Strategy Roundtables moderated by fund managers and covering smart and active ETFs, water strategy, investment in the Russian financial market and investment in Dublin real estate.

The Forum was supported by the Dubai Multi Commodities Centre, Factset, BNP Paribas Investment Partners, AllianceBernstein, Invesco PowerShares, Neptune Investment Management, RobecoSAM, Argonaut Capital Partners, Comgest and many others.

The event was also marked by its new partnership with L'AGEFI, Swiss leading financial publication. L'AGEFI took over the event's lead media sponsor from Le Temps who had been the event's media partner since its launch in 2002.

The Shorex Wealth Management Forum Geneva is the longest standing B2B wealth management event in Switzerland. Co-founder of Shorex Philippe Gelin said: "The event showed that Switzerland is holding its position as a leading centre for wealth management excellence while reinforcing its regulations and compliance requirements for fund managers, banks and independent asset managers. The event was very successful with well-attended presentation and roundtables by high calibre professional investors and family offices. I am also very pleased with our new media partnership with L'AGEFI and look forward to working with them on our Geneva events for years to come."

The next Shorex Geneva will be held on 3rd December 2014. The event will also be held next year in major European cities including London, Paris and Moscow.

For more information on the Shorex Wealth Management Forum in Geneva and other cities please visit: www.shorex.com

2014 EVENT PROFILE 

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.


2014 KEY THEMES 

The main themes of Shorex Geneva 2014 are currently being reviewed and will be released shortly

OBJECTIVES

- Provide a comprehensive networking platform for professional investors & advisors
- Enhance distribution channels for financial institutions
- Deliver knowledge updates from leading industry figures

THE AUDIENCE

Independent Asset Managers, Family Offices, Fund Buyers, Fund Selectors, Fund of Funds, Professional Investors, Private Banks, Pension Funds, Fiduciaries and Trustees.

JOB TITLE BREAKDOWN

Board Member, CEO, Managing Director, General Manager, Head of Private Banking, Director of Department, Fund Manager, Fund Analyst, Investment Advisory, Head of Third Party Fund Selection, Portfolio Manager, Client Relation Manager, Wealth Advisor, Tax Consultant, Estate & Trust Practioner, Broker, Fiduciary & Life Insurance Specialist.

EXHIBITORS & SPONSORS

Investment Banks, Fund Managers, Asset Managers, ETF Providers, Fiduciaries, Corporate and Trust Companies, Tax Consultancies, International Financial Centres, Financial IT Companies, Financial Information Providers.