10th Annual Private Wealth Switzerland Forum 2026
Markets Group publishes this Zürich forum for private-wealth and family-office allocators.
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Source: organiser public event page Retrieved:
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About this event
The 10th Annual Private Wealth Switzerland Forum is the region's leading conference for family offices, high net worth wealth managers and private banks from throughout the region and one of the flagship meetings of our global private wealth series. The Forum’s content was developed through one-on-one meetings with the high net worth family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across Switzerland.
Our agenda covers asset allocation and protection, equity markets, fixed income, alternative investments, as well as succession planning and an outlook of the financial markets and the global economy.
Source: organiser materialsKey discussion topics
- KEY DISCUSSION TOPICS
- ECONOMIC, POLITICAL & GLOBAL MARKETS OUTLOOKWith inflation rates declining and indications that the Federal Reserve may be slowing or pausing its aggressive policy restraint, how will markets react and where new opportunities for investing will arise?
- NOW AND THEN: IMPACT, ESG AND RESPONSIBLE INVESTINGCurrently, we find ourselves in a positive domestic GDP environment, with optimistic corporate earnings growth, a strong dollar and a volatile stock market. What is to be expected in 2025 and beyond?
- EQUITIES AND THEIR IMPACT ON PORTFOLIOSHuge opportunities remain available for investors considering (I would change “considering” to “making” predictions for 2025. Aside from energy, where are the biggest opportunities? Will ESG be affected as volatility cripples some specific industries?
- EMERGING AND OPPORTUNISTIC ALTERNATIVE INVESTINGPrivate Equity, Venture, Hedge Funds and other alternatives investments hold appeal for wealthy families. How are wealth managers viewing future allocations as valuations increase and dry powder sits on the sidelines?
- FIXED INCOME INVESTMENTSGlobal growth remains positive and central banks around the world continue to unwind what has been a very accommodating monetary policy. However, with volatility likely to stay high, investors must continue to do their homework.
- REAL ASSET AND REAL ESTATE INVESTMENT STRATEGIESWith volatility expected to continue throughout 2025 in public markets, investors with appetite for less risk will be turning to real estate and other real assets investments. Still, finding the best opportunities will require great due diligence and patience.
- THE FUTURE OF WEALTH MANAGEMENTWith competition for clients and assets on the rise, wealth managers need to ensure that their asset allocation strategies and wealth management services are looking towards a better future.
Event location
Private Wealth Zurich, Switzerland Forum for Family Offices
The Dolder Grand, ZurichKurhausstrasse 65Zürich
8032
SwitzerlandView venue details