The 26th European Family Office and Investment Forum
The 26th European Family Office and Investment Forum
Geneva, Switzerland
Megatrends and Market Changes: Informing Your Strategic Decisions
The leading event for families of substantial wealth and their private offices for the optimisation of investment portfolios.
While eastern Europe faces an escalated war with Russia, there has also been a major correction in the tech industry, plus a run on the banks – the likes of which have not been seen since 2008. This is in the backdrop of a post-Covid recovery across many industries, rising interest rates, inflation, and an ever-increasing risk of cyber-crime and digital fraud, which is putting pressure on investors to find low-risk Alpha across their portfolios.
Does that mean traditional portfolio construction is dead? If it is a case of history repeating itself, then what advantages do UHNWI and Family Offices have that will enable them to avoid the risks while maximising the opportunities on the horizon?
The historic city of Geneva provides the setting for the 26th Annual Family Office & Investment Forum, which will be the pinnacle education and networking event for Family Offices wanting off-the-record conversations about how best to invest and manage their wealth. The city, once the centre of the Protestant Reformation and is home to the Geneva Convention, will host our investment forum at the Mandarin Oriental Hotel, as the event guides our audience through key threads and topics for discussion to help better inform and build reliable connections for the future ahead.
From investing in a disruptive market, to enhancing your capital risk strategy, learn from Family Office CIOs, CEOs, Principals and Signatories, as they discuss topics that include: divesting from bad investments, finding value and avoiding loss, choosing the best time to exit, distinguishing between real and fraudulent investment opportunities, due diligence, decision making under stress, member-led roundtable discussions, and more.
Inform your strategy with the best-in-class across two days this May 31st and June 1st in Geneva.
Topic discussions across the forum days include -
1. The Effects Of Global Market Disruption
2. Strategic Alignment: How to Deliver Your Vision
3. Enhancing Your Capital Risk Mitigation
4. Protect from Digital Frauds
5. Leading the Family: A CIO & CEO in Conversation
6. Benchmarking Performance Against the Market
7. Commodities of Tomorrow: Making the Most of Finite Resources
8. Making Due Diligence Both An Art and Science
WHO CAN ATTEND?
Campden Club Members along with new Principals and family members who take an active role in family office investment, Ultra-high-net-worth individuals and private investors, the CEO’s and CIO’s from family offices will all be able to build their expertise and uncover new opportunities by attending the forum.
Not a member? Please use the qualify now button below or contact Liam Smith on liamsmith@campdenwealth.com for more information.
Already a Campden Club Member? Please contact gracereynolds@campdenwealth.com to confirm your place.
Not yet a Campden Club Member? Please use the 'qualify now' button below or contact liamsmith@campdenwealth.com.
ASIA ALLIANCE BANK is one of the leading private banks in Uzbekistan. The Bank has achieved a noble reputation, as well as extensive experience in serving global corporates and productive cooperation with international financial institutions. A robust client base consisting of more than 405,000 individuals and nearly 14,000 SMEs lead through the Head Office, nine local branches, more than 40 bank offices and through digital solution.
The Bank ranks among the first 20 local banks by its financial results. As of 2022, the Bank’s assets were at USD $550 million, and the cumulative capital was almost USD $45.6 million, with a strategic strive to double it up by the end of 2Q2023 through external and internal injections. This year, the Bank’s profit made a triple growth up to USD $18 million, with ROE at 36% and ROA at 3%. ASIA ALLIANCE BANK will strive to ensure annual growth of the total income at the level of 40%. An additional target is to expand the deposit base in total liabilities to 70-75%. The share of stable deposits out of the total deposit base will remain above 50%. This solid financial performance allowed being rated at B2 by Moody’s with a “stable” outlook.
Having a rationally diversified loan portfolio with 30% retail and 70% SME share, the Bank achieved successful involvement in structured project financing under the coverage of export credit agencies. The correspondent network is comprised of BNYMellon (USA), Commerzbank AG and Landesbank-Baden Wurttemberg (Germany), UniCredit (Italy), Aktif Bank (Turkey), Agricultural Bank of China (China), Kookmin Bank (Korea), Raiffeisen Bank International AG (Austria) and Mashreq Bank (UAE). The Bank is annually awarded by reputable media companies and financial institutions like Global Finance, Euromoney, The Banker, Asiamoney, Redmoney, Commerzbank, Thomson Reuters, and ADB.
Following its corporate values and long-term strategy, ASIA ALLIANCE BANK makes confident steps for further development of partnerships with international companies, and strategic investors. The Bank will continue its refinement through tailored solutions for every customer and potential investors in order to prove that ASIA ALLIANCE BANK is a reliable partner.
InvestHK is a dedicated body of the HKSAR Government to support family offices to operate and grow in Hong Kong.
We offer a wide range of customised services free of charge, to families, family offices and family owned investment or philanthropic entities. Our services span over the full cycle of your business, from planning to setup and expansion. They include providing general advice, facilitating setup and expansion, PR and media support, as well as business introduction through networking.
The team work closely with stakeholders of family offices in Hong Kong to optimize its ecosystem particularly in philanthropy/impact and venture capital.
InvestHK also acts as a central point of the Government departments, regulators and relevant industry bodies.
As with your family, your business doesn’t stand still — it evolves. Family businesses are unique and KPMG Private Enterprise Family Business advisers understand the dynamics of a successful family business and work with you to provide tailored advice and experienced guidance to help you succeed.
To support the unique needs of family businesses, KPMG Private Enterprise coordinates with a global network dedicated to offering relevant information and advice to family owned companies. We understand that the nature of a family business is inherently different from a non-family business and requires an approach that considers the family component.
No matter where you are in your growth journey — whether you’re looking to reach new heights, embrace technology, plan for an exit or manage the transition of wealth or your business to the next generation. Working with KPMG Private Enterprise, you’ll gain access to a trusted advisor — a single point of contact who shares your entrepreneurial mindset.
With access to KPMG’s global resources and alliance network, we’ll help you drive your business forward and meet your goals. Your success is our legacy.
Titanbay is a private markets investment platform for sophisticated investors, private banks and asset managers. Our platform enables professional investing in private markets with best-in-class fund offerings, supported by detailed insights and analytics, as well as a streamlined investment process. It empowers investors to build diversified allocations in an asset class which has previously been very difficult to access and often requires large minimum ticket sizes. Titanbay enables investors to invest with the same level of access and the same level of sophistication as the world’s leading institutional private markets investors.
Titanbay’s end-to-end technology solution for private market investing consolidates everything you need to build a diversified private markets portfolio, with investment opportunities and relevant information all clearly presented alongside forecasts and analytics. The portfolio analysis tool brings real-time simulation of cash flow and exposure across existing and future investments. It includes charts with an easy overview of your portfolio highlighting exposure across different strategies, verticals, geographies, currencies, vintages, etc.
Titanbay’s shareholders include Partners from the world’s leading private equity firms, such as KKR, EQT, Providence, BC Partners and Apollo – as well as from family offices and private banks.
Mandarin Oriental
Quai Turrettini 1
1201 Genève
Switzerland
Attendance is strictly limited to qualifying family offices, family businesses and UHNW’s. Click the Qualify Now button to start the qualification process and a member of the team will be in touch.
The Campden Wealth team are happy to assist:
- Attending as a delegate: email liamsmith@campdenwealth.com
- Speaking opportunity: email claireallen@campdenwealth.com
- Corporate partnership opportunities: email kevingrant@campdenwealth.com