8th Annual Private Wealth Germany Forum

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The 8th Annual Private Wealth Germany Forum is the 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 hundreds of one-on-one meetings with the HNW family wealth management community and the program's speaker faculty is primarily comprised of leaders in the sector from across Germany.

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. This event is completely closed door and invitation only, and it has been designed to enable genuine peer-to-peer learning and networking for the regional private wealth community.

Hosted at
Sofitel Munich

Sofitel Munich Bayerpost

Bayerstraße 12
80335, München
Germany
+49 89 599480

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Key Discussion Topics

OPENING BELL: FINANCIAL AND MACRO-ECONOMIC OUTLOOK FOR THE NEXT 12 MONTHS The panelists will look at the overall picture and provide context for the rest of the sessions during the event.

HOW TO BEST TAKE ADVANTAGE OF SUSTAINABLE STRATEGIES  Environmental, Social and Governmental discussions continue to evolve rapidly, the panel explores how investors are assessing ESG's longer-term strategies within their portfolios.

GLOBAL AND LOCAL EQUITIES ON THEIR IMPACT ON PORTFOLIOS As other asset classes provide lower returns, but less volatile conditions, the greatest challenge is to find the best strategies to identify underlying conditions.

EVALUATING REAL ASSETS AND REAL ESTATE INVESTMENT STRATEGIES Investor's challenges lay in the sheer breadth of investment opportunities now available, as well as the inherent complexities surrounding real assets and real estate investing.

OPPORTUNITIES IN THE CURRENT ALTERNATIVE BUCKET As allocations from investors continue to rise into alternative investments, such as private debt, infrastructure, and real estate, the sessions addresses the best ways to access these markets.

THE FUTURE OF ASSET ALLOCATION AND FAMILY GOVERNANCE With competition for clients and assets constantly increasing, wealth management practices need to ensure that their organizational structures, service models, strategies, products and pricing are positioned to achieve growth, revenue and relationship objectives.

Registration

ALLOCATORS: Complimentary Registration for all qualified allocators. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.

MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.

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Tickets

The numbers below include tickets for this event already in your cart. Clicking “Get Tickets” will allow you to edit any existing attendee information as well as change ticket quantities.
Pre-Event Registration I
$2,200.00
Unlimited

Tickets

The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
Pre-Event Registration I
$2,200.00
Unlimited

Media Partnerships

+1 212-600-8631
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Allocator Attendance

+1 347-778-2568
IR@marketsgroup.org

Sponsorship Opportunities

+1 212-804-6220
Sales@marketsgroup.org

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