Elite Summit 2024: The Leading Private Wealth Management Forum

The highly-anticipated Elite Summit 2024, scheduled for 27th – 29th May 2024 at the prestigious Fairmont Le Montreux Palace, in Switzerland, is an exclusive, invitation-only summit that will bring together leading family office investors and distinguished investment solution providers for profound discussions on cutting-edge strategies and industry best practices.

Key topics of the Elite Summit 2024 include:

• Optimal management of wealth, assets, and relationships across generations for lasting prosperity.
• Strategies for portfolio management.
• Exploring new investment prospects.
• Optimizing asset allocation to fulfil clients’ financial objectives.
• Analysing technological advancements’ implications for elevating investments, streamlining operations, and expanding revenue.
• Examining the dynamic economic and geopolitical landscape.
• Forecasting risks and formulating proactive strategies to thrive in a volatile environment.
• Exploring the next generation’s entrepreneurial spirit and approach to investing.
• Encouraging effective transitions of power and growth preservation.
• Deconstructing family office infrastructure.
• Offering insights for managing family wealth and facilitating intergenerational continuity.

This year’s agenda includes:

• Todd Benjamin, Former Financial Editor, CNN International
• Guy Hudson, Partner – Head of Marketing, Stonehage Fleming
• Frits Moonen, Founder – Owner, Momentum Family Office
• Olaf Matthaeus Rottke, Managing Director, Single Family Office
• Barbora Maronkova, Public Diplomacy Officer for Global Partners, NATO Public Diplomacy Division
• Lea Dauphas, Chief Economist , TAC ECONOMICS

The Elite Summit 2024 promises to be an unparalleled experience, offering participants a unique opportunity to gain insights from presentations and panel discussions. The event also allows for the exploration of profitable opportunities with one-on-one meetings at one of the most beautiful destinations in Europe. Find out more information about the upcoming summit here.

For inquiries, please contact Anna Iacovou, Digital Media & PR Executive, at annai@marcusevanscy.com