Wealth Innovation Forum

Organization: CIS Wealth

Venue: Grand Hotel Kempinski Geneva

Location: Geneva, Switzerland

Event Date/Time: Nov 11, 2014 / 9:00 am - (GMT +1:00 hours) End Date/Time: Nov 11, 2014 / 8:00 pm - (GMT +1:00 hours)
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Wealth Innovation Forum organized by СIS Wealth is an international meeting for private bankers, UHNWIs, wealth managers, family businesses and family offices. The Forum brings together 200+ industry leaders from the Private Wealth Management field for a one day conference discussing strategies to protect, preserve and grow wealth.


Programme focus

§  Wealth Solutions - Corporate and Business, Family and Individual

§  Private Banking

§  Investment in Real Estate

§  Citizenship Opportunities

§  Alternative Investment Opportunities

§  Global Trends in Wealth Management

§  Asia vs. Europe as a Center for Global Private Banking and Wealth Management Capital

Key figures

§  One-day conference and exhibition

§  10 valuable presentations by top industry professionals

§  3 discussion and  round tables

§  Over 20 private banks, law firms and family offices exhibiting

§  Over 200 delegates from 20 countries

§  85% Board level executives



Delegate Fee:       300 EUR


Corporate Group Fee: 20% OFF on group of 2 and more from the same company


Early Bid discount: 10% OFF before September 01, 2014!


Forum language: English


Organizing Committee

Tel: +44 161 4088 161 (UK)

Tel: +38 044 2273 005 (Ukraine)

E-mail: office@cis-wealth.com

Web: www.cis-wealth.com


Who will attend

§  Asset managers

§  Estate practitioners

§  Financial planners

§  Hedge funds managers

§  Asset managers

§  Investment advisors

§  Portfolio managers

§  Mutual fund managers

§  Banks

§  Private banking group managers

§  Senior private bankers

§  Business development officers

§  Senior wealth/trust executives

§  Tax consultants

§  Trust advisors/senior trust officers

§  Wealth management advisors

§  Family offices

About the Wealth Innovation Forum Geneva

The agenda will cover such topics as single vs. multi-family offices, the crisis of trust, building the next generation, family views on different issues, investment philosophies, portfolio construction, private equity, real estate projects, investment in distressed securities, asset allocation models, and legal and accounting issues in the life of the family and taxation strategies

Reasons to attend

§  Join an outstanding roster of industry experts to discuss the challenges and opportunities presented in the current and future wealth landscape

§  Participate in roundtable discussions and open debates over one day of unparalleled networking with like-minded professionals

§  Increase your ability to take advantage of best practices and services to better engage your customers by obtaining trusted advisor status

§  Meet more than 200 professionals from Europe, Asia and USA in one place


19 Quai Du Mont Blanc


CIS Wealth